iShares US Energy ETF
IYE
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.
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
52% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 29
14% more funds holding
Funds holding: 107 → 122 (+15)
12% more capital invested
Capital invested by funds: $886M → $990M (+$104M)
0.53% more ownership
Funds ownership: 53.61% → 54.14% (+0.53%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
61% less call options, than puts
Call options by funds: $6.76M | Put options by funds: $17.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$44.1M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$43.7M |
| 3 |
AssetMark Inc
Concord,
California
|
+$14.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$43.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$42.9M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$26.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.3M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.53M |
IYE Hedge Fund Activity: Q4 2013 in Review
122 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q4 2013, worth a combined $990M — up 12% from $886M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IYE positions and 12 closed out — a net gain of 18 holders — while 44 added to existing stakes and 29 trimmed.
The largest buyer was Ameriprise, adding an estimated $44.1M. The largest seller was Navellier & Associates, cutting an estimated $43.4M.
- 122 institutional investors held iShares US Energy ETF (IYE) as of Q4 2013, up from 107 in Q3 2013.
- Funds reported $990M of iShares US Energy ETF stock for Q4 2013, up 12% quarter-over-quarter.
- 30 funds opened new iShares US Energy ETF positions in Q4 2013 and 12 closed out, a net change of +18 holders.
- The largest iShares US Energy ETF buyer in Q4 2013 was Ameriprise, an estimated $44.1M added.
- The largest iShares US Energy ETF seller in Q4 2013 was Navellier & Associates, an estimated $43.4M sold.
Based on aggregated 13F filings for Q4 2013.