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iShares US Energy ETF
IYE

Overview Fund Activity

127 hedge funds and large institutions have $349M invested in iShares US Energy ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 28 closing their positions.

Holders
127
Holders Change
-12
Holders Change %
-8.63%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
32
Reduced
45
Closed
28
Calls
$193K
Puts
$909K
Net Calls
-$716K
Net Calls Change
+$1.48M

Top Buyers

1
CC
1
Cassaday & Co
Virginia
$26.6M
2
Creative Planning
2
Creative Planning
Kansas
$44.8M
3
Bank of America
3
Bank of America
North Carolina
$49.4M
4
UBS Group
4
UBS Group
Switzerland
$19.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.8M

Top Sellers

1
TFA
1
Transamerica Financial Advisors
Florida
$132K
2
RIG
2
RiverFront Investment Group
Virginia
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
RJA
4
Raymond James & Associates
Florida
$411K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
76
Fort Washington Investment Advisors
Ohio
$269K -$343 -10 -0.1%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$248K -$86.6K -2,045 -26%
CPO
78
Cerity Partners OCIO
New York
$242K +$33.8K +983 +16%
LWCFA
79
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$210K – – –
SCG
80
Sonata Capital Group
Washington
$200K – – –
KTC
81
Kistler-Tiffany Companies
Pennsylvania
$142K +$342 +10 +0.2%
TFA
82
Transamerica Financial Advisors
Florida
$132K -$58.7M -1,710,655 -100%
RBC
83
Roble Belko & Company
Pennsylvania
$132K – – –
PSUF
84
People's United Financial
Connecticut
$123K +$1.78K +52 +1%
AWM
85
Avior Wealth Management
Nebraska
$111K – – –
ASN
86
Advisory Services Network
Georgia
$108K -$266K -7,733 -71%
RPG
87
Risk Paradigm Group
Texas
$77K -$1.27M -37,062 -94%
SSB
88
Sandy Spring Bank
Maryland
$68K -$8.05K -233 -11%
UFA
89
US Financial Advisors
Massachusetts
$65K – – –
LWM
90
LBA Wealth Management
Florida
$62K – – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$61K +$61K +1,775 New
RIA
92
Regal Investment Advisors
Michigan
$57K +$47.2K +1,390 +479%
CFSG
93
Community Financial Services Group
Vermont
$56K – – –
DSC
94
Duncker Streett & Co
Missouri
$54K +$3.48K +102 +7%
PG
95
Patten Group
Tennessee
$52.3K – – –
QAM
96
QCI Asset Management
New York
$48K +$48K +1,400 New
US Bancorp
97
US Bancorp
Minnesota
$43K -$34.4K -991 -44%
PMFA
98
Plante Moran Financial Advisors
Michigan
$40K – – –
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$38K – – –
SF
100
Synovus Financial
Georgia
$36K +$21.1K +600 +141%
2 3
4
5 6