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iShares US Energy ETF
IYE

Overview Fund Activity

151 hedge funds and large institutions have $353M invested in iShares US Energy ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
151
Holders Change
+24
Holders Change %
+18.9%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
43
Increased
47
Reduced
34
Closed
18
Calls
$88K
Puts
$1.07M
Net Calls
-$984K
Net Calls Change
-$268K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26M
2
UBS Group
2
UBS Group
Switzerland
$29.9M
3
Bank of America
3
Bank of America
North Carolina
$57.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.1M
5
Wells Fargo
5
Wells Fargo
California
$14M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$4.41M
2
CC
2
Cassaday & Co
Virginia
$14.5M
3
ANTB
3
AMG National Trust Bank
Colorado
$21.8M
4
FMLI
4
Fukoku Mutual Life Insurance
Japan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
76
Dowling & Yahnke
California
$398K -$887K -26,186 -69%
CS
77
Credit Suisse
Switzerland
$386K -$20.1K -594 -5%
NPC
78
National Planning Corporation
California
$385K +$155K +4,919 +67%
SHCM
79
Stokes & Hubbell Capital Management
Louisiana
$381K +$381K +12,073 New
PNC
80
Park National Corp
Ohio
$365K -$3.22K -95 -0.9%
VC
81
Vicus Capital
Pennsylvania
$344K +$344K +10,163 New
CA
82
Cetera Advisors
Colorado
$326K +$53K +1,569 +19%
WEC
83
Winslow Evans & Crocker
Massachusetts
$323K -$90.8K -2,682 -22%
MAS
84
Madden Advisory Services
Florida
$309K -$161K -4,770 -34%
CPO
85
Cerity Partners OCIO
New York
$294K +$55.8K +1,648 +23%
CSS
86
Cubist Systematic Strategies
Connecticut
$292K +$292K +8,611 New
HCIA
87
Hochman Cole Investment Advisors
Illinois
$281K +$281K +8,312 New
GHA
88
GW Henssler & Associates
Georgia
$278K +$278K +8,219 New
PIA
89
Peachtree Investment Advisors
Georgia
$271K -$40.7K -1,200 -13%
SF
90
Synovus Financial
Georgia
$255K +$220K +6,500 +634%
EWA
91
Exencial Wealth Advisors
Oklahoma
$253K +$253K +8,229 New
MBT
92
Monroe Bank & Trust
Michigan
$250K -$27K -800 -10%
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$245K +$47K +1,392 +24%
VIA
94
Vantage Investment Advisors
Pennsylvania
$239K -$29.4K -870 -11%
IIC
95
Integrated Investment Consultants
Michigan
$238K +$238K +7,600 New
BRWA
96
B. Riley Wealth Advisors
Florida
$223K -$359K -10,562 -62%
SIM
97
SSI Investment Management
California
$222K +$222K +6,550 New
SFSIG
98
San Francisco Sentry Investment Group
California
$219K +$219K +6,470 New
LWCFA
99
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K – – –
RFA
100
Reilly Financial Advisors
California
$131K +$131K +3,865 New
2 3
4
5 6