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iShares US Energy ETF
IYE

Overview Fund Activity

140 hedge funds and large institutions have $468M invested in iShares US Energy ETF in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 25 closing their positions.

Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
44
Increased
36
Reduced
41
Closed
25
Calls
$9.02M
Puts
$7.71M
Net Calls
+$1.31M
Net Calls Change
+$1.19M

Top Buyers

1
BA
1
BlackRock Advisors
Delaware
$112M
2
Bank of America
2
Bank of America
North Carolina
$47.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.2M
5
BIM
5
BlackRock Investment Management
Delaware
$28.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$318K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.09M
3
UCFA
3
United Capital Financial Advisors
Texas
$962K
4
CS
4
Credit Suisse
Switzerland
$1.07M
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$271K +$48K +1,072 +22%
CPO
77
Cerity Partners OCIO
New York
$264K -$36.1K -805 -12%
FHC
78
First Heartland Consultants
Missouri
$258K -$39.7K -887 -13%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$255K +$255K +5,700 New
EFS
80
Essex Financial Services
Connecticut
$239K – – –
EWA
81
EP Wealth Advisors
California
$237K +$237K +5,290 New
Truist Financial
82
Truist Financial
North Carolina
$227K – – –
HighTower Advisors
83
HighTower Advisors
Illinois
$227K +$227K +5,058 New
FIM
84
Freedom Investment Management
Connecticut
$222K -$121K -2,688 -35%
LWCFA
85
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K – – –
JPTCCM
86
J.P. Turner & Co Capital Management
Georgia
$221K +$221K +4,925 New
DP
87
Dearborn Partners
Illinois
$208K -$26.6K -593 -11%
William Blair & Company
88
William Blair & Company
Illinois
$208K – – –
BUB
89
BBVA USA Bancshares
Texas
$208K +$23.9K +532 +13%
OC
90
Oppenheimer & Co
New York
$204K +$204K +4,543 New
BOTW
91
Bank of the West
California
$201K +$201K +4,480 New
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$154K +$135 +3 +0.1%
PSUF
93
People's United Financial
Connecticut
$152K -$35.8K -800 -19%
NES
94
New England Securities
New York
$148K +$62.1K +1,384 +72%
AWM
95
Avior Wealth Management
Nebraska
$145K – – –
Citadel Advisors
96
Citadel Advisors
Florida
$139K -$282K -6,288 -67%
UFA
97
US Financial Advisors
Massachusetts
$137K +$137K +3,047 New
OIA
98
Optimum Investment Advisors
Illinois
$123K – – –
SSB
99
Sandy Spring Bank
Maryland
$115K -$60.9K -1,350 -35%
BPBT
100
Boston Private Bank & Trust
Massachusetts
$112K +$66.8K +1,500 +148%
2 3
4
5 6