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iShares US Energy ETF
IYE

Overview Fund Activity

180 hedge funds and large institutions have $507M invested in iShares US Energy ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
62
Reduced
45
Closed
16
Calls
$519K
Puts
$558K
Net Calls
-$39K
Net Calls Change
-$901K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$159M
2
GC
2
Grimes & Company
Massachusetts
$8.68M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.68M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.84M
5
CFS
5
Commonwealth Financial Services
West Virginia
$3.35M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.79M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.4M
3
UBS Group
3
UBS Group
Switzerland
$19.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$16.3M
5
HNB
5
Huntington National Bank
Ohio
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$510K +$230K +5,548 +82%
CA
77
Cetera Advisors
Colorado
$494K +$19.7K +473 +4%
HCIA
78
Hochman Cole Investment Advisors
Illinois
$451K -$67.7K -1,628 -13%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$447K +$152K +3,656 +51%
AFP
80
Ausdal Financial Partners
Iowa
$432K +$63.3K +1,524 +17%
PIA
81
Peachtree Investment Advisors
Georgia
$423K +$12.7K +305 +3%
Lido Advisors
82
Lido Advisors
California
$392K +$9.59K +231 +3%
FWIA
83
Fort Washington Investment Advisors
Ohio
$377K -$4.15K -100 -1%
SFSIG
84
San Francisco Sentry Investment Group
California
$375K +$101K +2,440 +37%
PFS
85
Prospera Financial Services
Texas
$359K -$320K -7,661 -47%
WEC
86
Winslow Evans & Crocker
Massachusetts
$351K +$15.5K +374 +5%
BlackRock
87
BlackRock
New York
$348K -$17.5K -421 -5%
IWA
88
IBEX Wealth Advisors
New Jersey
$343K -$659 -16 -0.2%
FHC
89
First Heartland Consultants
Missouri
$342K +$342K +8,226 New
PNC
90
Park National Corp
Ohio
$338K -$63.1K -1,523 -16%
CC
91
Cassaday & Co
Virginia
$327K – – –
CAN
92
Cetera Advisor Networks
California
$326K -$214K -5,150 -40%
SPC
93
Sigma Planning Corp
Michigan
$321K +$321K +7,727 New
IIC
94
Integrated Investment Consultants
Michigan
$316K – – –
SCA
95
Stuart Chaussee & Associates
California
$316K +$316K +7,615 New
MBT
96
Monroe Bank & Trust
Michigan
$312K -$14.4K -347 -4%
AIM
97
Advantage Investment Management
Iowa
$312K +$271K +6,528 +665%
CLOS
98
Compagnie Lombard Odier SCmA
Switzerland
$304K – – –
CPO
99
Cerity Partners OCIO
New York
$301K +$4.12K +99 +1%
MAS
100
Madden Advisory Services
Florida
$296K – – –
2 3
4
5 6