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iShares US Energy ETF
IYE

Overview Fund Activity

165 hedge funds and large institutions have $339M invested in iShares US Energy ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+7
Holders Change %
+4.43%
% of All Funds
4.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
41
Reduced
62
Closed
20
Calls
$1.56M
Puts
$1.74M
Net Calls
-$183K
Net Calls Change
-$91K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$93.4M
2
BCM
2
Brookstone Capital Management
Illinois
$6.89M
3
TSS
3
Two Sigma Securities
New York
$5.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.24M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.41M
3
HNB
3
Huntington National Bank
Ohio
$2.41M
4
SCA
4
Stillwater Capital Advisors
Pennsylvania
$0
5
VF
5
Virtu Financial
New York
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
51
BB&T Securities
Virginia
$743K -$87.9K -2,350 -11%
First Trust Advisors
52
First Trust Advisors
Illinois
$722K +$722K +19,287 New
AI
53
Atria Investments
North Carolina
$652K +$652K +17,430 New
NL
54
NWAM LLC
Washington
$638K +$73.9K +1,975 +13%
SB
55
Simmons Bank
Arkansas
$629K -$5.62K -150 -0.9%
SHCM
56
Stokes & Hubbell Capital Management
Louisiana
$627K +$3.37K +90 +0.5%
GWM
57
Geneos Wealth Management
Colorado
$619K +$26.5K +710 +4%
Stifel Financial
58
Stifel Financial
Missouri
$553K +$21.4K +571 +4%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$528K +$468K +12,504 +785%
CIA
60
Capital Investment Advisors
Georgia
$518K +$11.8K +315 +2%
CB
61
Commerce Bank
Missouri
$503K – – –
GC
62
Grimes & Company
Massachusetts
$495K +$495K +13,232 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$490K -$34.5K -921 -7%
MCM
64
Murphy Capital Management
New Jersey
$487K +$36.4K +975 +8%
UAS
65
United Asset Strategies
New York
$485K -$53.4K -1,425 -10%
CA
66
Cetera Advisors
Colorado
$432K -$24.4K -657 -5%
GT
67
Glenview Trust
Kentucky
$426K -$80.1K -2,140 -16%
RTS
68
Round Table Services
New Jersey
$389K -$158K -4,213 -29%
AFP
69
Ausdal Financial Partners
Iowa
$384K -$486 -13 -0.1%
SWP
70
Stratos Wealth Partners
Ohio
$348K -$75.7K -2,020 -18%
CLOS
71
Compagnie Lombard Odier SCmA
Switzerland
$341K +$67.1K +1,797 +25%
FA
72
FDx Advisors
Illinois
$333K +$17.6K +471 +6%
SFSIG
73
San Francisco Sentry Investment Group
California
$323K -$37K -990 -10%
Millennium Management
74
Millennium Management
New York
$322K +$97.9K +2,618 +44%
PFS
75
Prospera Financial Services
Texas
$321K +$8.23K +220 +3%
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3
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