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iShares US Energy ETF
IYE

Overview Fund Activity

107 hedge funds and large institutions have $886M invested in iShares US Energy ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
13
Increased
51
Reduced
19
Closed
11
Calls
$6.58M
Puts
$11.2M
Net Calls
-$4.6M
Net Calls Change
-$2.42M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$154M
2
NA
2
Navellier & Associates
Nevada
$43.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.7M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$26.8M
5
Bank of America
5
Bank of America
North Carolina
$71M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
CS
2
Credit Suisse
Switzerland
$2.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.73M
4
SAM
4
Shamrock Asset Management
Texas
$12.4M
5
TRCT
5
Tower Research Capital (TRC)
New York
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
76
Brown Advisory
Maryland
$236K – – –
FA
77
FDx Advisors
Illinois
$231K +$231K +4,901 New
CPSAC
78
Chas P. Smith & Associates (CPS)
Florida
$213K – – –
DP
79
Dearborn Partners
Illinois
$210K +$210K +4,456 New
KTC
80
Kistler-Tiffany Companies
Pennsylvania
$188K – – –
PP
81
Palladium Partners
Virginia
$170K – – –
Creative Planning
82
Creative Planning
Kansas
$154K +$10.7K +227 +7%
OIA
83
Optimum Investment Advisors
Illinois
$115K +$115K +2,445 New
PSUF
84
People's United Financial
Connecticut
$100K – – –
FANJ
85
Financial Architects (New Jersey)
New Jersey
$80K – – –
FNBT
86
FineMark National Bank & Trust
Florida
$71K – – –
DSC
87
Duncker Streett & Co
Missouri
$70K – – –
MFS
88
MSI Financial Services
Massachusetts
$64K +$6.28K +133 +11%
NES
89
New England Securities
New York
$59K +$29.8K +631 +102%
US Bancorp
90
US Bancorp
Minnesota
$58K -$13.3K -280 -19%
M
91
MOTCO
Texas
$50K – – –
CA
92
CapWealth Advisors
Tennessee
$38K – – –
JFA
93
JNBA Financial Advisors
Minnesota
$28K – – –
SF
94
Synovus Financial
Georgia
$28K +$8.14K +171 +41%
KIG
95
Kessler Investment Group
Indiana
$26K -$355K -7,617 -93%
AFC
96
AFT Forsyth & Company
Florida
$24K – – –
MA
97
MUFG Americas
New York
$18K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$14K +$11.4K +245 +445%
MWAM
99
Mariner Wealth Advisors (Madison)
Kansas
$14K +$14K +285 New
JFGIW
100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K -$104K -2,170 -89%
1 2 3
4
5