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iShares US Energy ETF
IYE

Overview Fund Activity

122 hedge funds and large institutions have $990M invested in iShares US Energy ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
122
Holders Change
+15
Holders Change %
+14.02%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
30
Increased
44
Reduced
29
Closed
12
Calls
$6.76M
Puts
$17.4M
Net Calls
-$10.6M
Net Calls Change
-$6M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$211M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$69.3M
3
AssetMark Inc
3
AssetMark Inc
California
$59.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$11.5M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$1.74M
2
Bank of America
2
Bank of America
North Carolina
$31.9M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$68.6M
5
AI
5
Atria Investments
North Carolina
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$287K 5,679 +2,414 +74%
William Blair & Company
77
William Blair & Company
Illinois
$277K 5,488 – –
EFS
78
Essex Financial Services
Connecticut
$269K 5,325 +5,325 New
AAS
79
Annex Advisory Services
Wisconsin
$264K 5,230 -1,450 -22%
FA
80
FDx Advisors
Illinois
$264K 5,481 +580 +12%
Truist Financial
81
Truist Financial
North Carolina
$258K 5,107 – –
Brown Advisory
82
Brown Advisory
Maryland
$253K 5,010 – –
DP
83
Dearborn Partners
Illinois
$235K 4,645 +189 +4%
CS
84
Credit Suisse
Switzerland
$234K 4,643 -39,881 -90%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$227K 4,500 +4,500 New
G
86
GlobalBridge
Minnesota
$224K 4,427 +4,427 New
FIM
87
Freedom Investment Management
Connecticut
$220K 4,366 -3,884 -47%
KFS
88
KMS Financial Services
Washington
$213K 4,225 -949 -18%
CIC
89
Carnegie Investment Counsel
Ohio
$209K 4,145 +4,145 New
CCT
90
Chemung Canal Trust
New York
$200K 3,975 +3,975 New
AP
91
Advisors Preferred
Maryland
$195K 3,879 +3,879 New
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$173K 3,428 -571 -14%
LWM
93
LBA Wealth Management
Florida
$166K 3,280 +3,280 New
OIA
94
Optimum Investment Advisors
Illinois
$123K 2,445 – –
PSUF
95
People's United Financial
Connecticut
$107K 2,125 – –
MFS
96
MSI Financial Services
Massachusetts
$82K 1,625 +270 +20%
NES
97
New England Securities
New York
$77K 1,529 +281 +23%
FNBT
98
FineMark National Bank & Trust
Florida
$76K 1,500 – –
DSC
99
Duncker Streett & Co
Missouri
$75K 1,480 – –
SFSIG
100
San Francisco Sentry Investment Group
California
$73K 1,440 +1,170 +433%
2 3
4
5 6