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iShares US Energy ETF
IYE

Overview Fund Activity

139 hedge funds and large institutions have $697M invested in iShares US Energy ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 32 closing their positions.

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
3.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
34
Increased
46
Reduced
38
Closed
32
Calls
$3.07M
Puts
$5.55M
Net Calls
-$2.48M
Net Calls Change
-$3.79M

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$111M
2
TFA
2
Transamerica Financial Advisors
Florida
$93.1M
3
RIG
3
RiverFront Investment Group
Virginia
$56.5M
4
BTS
4
BB&T Securities
Virginia
$32.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.8M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$19.2M
2
BIM
2
BlackRock Investment Management
Delaware
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$12.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.92M
5
HCM
5
Hollencrest Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$263K 5,885 +5,169 +722%
CPO
77
Cerity Partners OCIO
New York
$260K 5,971 +89 +2%
VFS
78
VSR Financial Services
Kansas
$239K 5,479 -1,270 -19%
PWW
79
Pettyjohn Wood & White
Virginia
$239K 5,482 +5,482 New
PIA
80
Peachtree Investment Advisors
Georgia
$235K 5,390 +4,990 +1,248%
EFS
81
Essex Financial Services
Connecticut
$232K 5,325 – –
RJT
82
Raymond James Trust
Florida
$230K 5,286 +5,286 New
FHC
83
First Heartland Consultants
Missouri
$222K 5,090 -675 -12%
ICAS
84
Investors Capital Advisory Services
Massachusetts
$220K 5,058 +5,058 New
Brown Advisory
85
Brown Advisory
Maryland
$218K 5,010 -7,847 -61%
LWCFA
86
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K 4,950 – –
JPTCCM
87
J.P. Turner & Co Capital Management
Georgia
$208K 4,850 -75 -2%
SI
88
SII Investments
Wisconsin
$202K 4,641 +4,641 New
KTC
89
Kistler-Tiffany Companies
Pennsylvania
$180K 4,128 +697 +20%
RBC
90
Roble Belko & Company
Pennsylvania
$167K 3,840 +3,840 New
PSUF
91
People's United Financial
Connecticut
$154K 3,535 +135 +4%
AWM
92
Avior Wealth Management
Nebraska
$141K 3,225 – –
US Bancorp
93
US Bancorp
Minnesota
$121K 2,755 +525 +24%
S
94
SignatureFD
Georgia
$121K 2,776 +2,446 +741%
OIA
95
Optimum Investment Advisors
Illinois
$120K 2,745 – –
SSB
96
Sandy Spring Bank
Maryland
$111K 2,551 – –
MAA
97
Managed Account Advisors
New Jersey
$88K 2,012 +2,012 New
UFA
98
US Financial Advisors
Massachusetts
$83K 1,895 -1,152 -38%
LWM
99
LBA Wealth Management
Florida
$78K 1,800 -225 -11%
CFSG
100
Community Financial Services Group
Vermont
$71K 1,647 +1,647 New
2 3
4
5 6