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iShares US Energy ETF
IYE

Overview Fund Activity

167 hedge funds and large institutions have $343M invested in iShares US Energy ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-13
Holders Change %
-7.22%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
36
Reduced
62
Closed
32
Calls
$289K
Puts
$324K
Net Calls
-$35K
Net Calls Change
+$4K

Top Buyers

1
BlackRock
1
BlackRock
New York
$15.5M
2
EC
2
Estate Counselors
Wisconsin
$4.63M
3
CBT
3
Central Bank & Trust
Kentucky
$1.83M
4
ANTB
4
AMG National Trust Bank
Colorado
$25.1M
5
PFA
5
Pinnacle Family Advisors
Missouri
$855K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$72.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.3M
3
GC
3
Grimes & Company
Massachusetts
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.14M
5
HNB
5
Huntington National Bank
Ohio
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$343K -$807K -21,010 -70%
SFSIG
77
San Francisco Sentry Investment Group
California
$328K -$20K -520 -6%
FWIA
78
Fort Washington Investment Advisors
Ohio
$327K -$23.1K -600 -7%
PFS
79
Prospera Financial Services
Texas
$318K -$12.8K -333 -4%
CAN
80
Cetera Advisor Networks
California
$311K +$7.65K +198 +3%
PIA
81
Peachtree Investment Advisors
Georgia
$306K -$86.8K -2,250 -22%
PNC
82
Park National Corp
Ohio
$303K -$11.5K -298 -4%
CC
83
Cassaday & Co
Virginia
$303K – – –
Lido Advisors
84
Lido Advisors
California
$298K -$54.2K -1,452 -15%
IIC
85
Integrated Investment Consultants
Michigan
$293K – – –
CLOS
86
Compagnie Lombard Odier SCmA
Switzerland
$283K – – –
CPO
87
Cerity Partners OCIO
New York
$283K +$3.63K +94 +1%
MAS
88
Madden Advisory Services
Florida
$273K -$1.89K -49 -0.7%
SIM
89
SSI Investment Management
California
$252K – – –
RCAG
90
Rehmann Capital Advisory Group
Michigan
$251K – – –
CS
91
Comerica Securities
Michigan
$245K +$245K +6,347 New
FPTW
92
Franklin, Parlapiano, Turner & Welch
Texas
$244K – – –
JIC
93
Johnson Investment Counsel
Ohio
$242K +$31K +805 +15%
MBT
94
Monroe Bank & Trust
Michigan
$239K -$51.4K -1,330 -18%
DY
95
Dowling & Yahnke
California
$227K – – –
Brown Advisory
96
Brown Advisory
Maryland
$216K – – –
Bank of New York Mellon
97
Bank of New York Mellon
New York
$207K -$29.9K -775 -13%
SCG
98
Sonata Capital Group
Washington
$205K – – –
LWCFA
99
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K – – –
CFA
100
Carroll Financial Associates
North Carolina
$185K – – –
2 3
4
5 6