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iShares US Energy ETF
IYE

Overview Fund Activity

158 hedge funds and large institutions have $275M invested in iShares US Energy ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
42
Reduced
52
Closed
27
Calls
$309K
Puts
$401K
Net Calls
-$92K
Net Calls Change
-$57K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.8M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$3.25M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.16M
5
Ameriprise
5
Ameriprise
Minnesota
$3.67M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.15M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.16M
4
EC
4
Estate Counselors
Wisconsin
$0
5
Wells Fargo
5
Wells Fargo
California
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
76
Integrated Investment Consultants
Michigan
$270K – – –
TNB
77
Thomasville National Bank
Georgia
$268K -$551K -15,501 -67%
CPO
78
Cerity Partners OCIO
New York
$264K +$3.73K +105 +1%
CLOS
79
Compagnie Lombard Odier SCmA
Switzerland
$261K – – –
PNC
80
Park National Corp
Ohio
$258K -$20.4K -576 -7%
MAS
81
Madden Advisory Services
Florida
$251K – – –
IWA
82
IBEX Wealth Advisors
New Jersey
$251K +$251K +7,169 New
CAN
83
Cetera Advisor Networks
California
$240K -$47.1K -1,321 -16%
SIM
84
SSI Investment Management
California
$233K – – –
FPTW
85
Franklin, Parlapiano, Turner & Welch
Texas
$225K – – –
DC
86
Davenport & Co
Virginia
$223K +$223K +6,291 New
HCIA
87
Hochman Cole Investment Advisors
Illinois
$223K -$123K -3,459 -36%
CS
88
Comerica Securities
Michigan
$221K -$4.26K -120 -2%
MBT
89
Monroe Bank & Trust
Michigan
$220K +$533 +15 +0.2%
Millennium Management
90
Millennium Management
New York
$213K +$213K +5,994 New
First Manhattan
91
First Manhattan
New York
$210K +$205K +5,770 +3,847%
DY
92
Dowling & Yahnke
California
$209K – – –
PIA
93
Peachtree Investment Advisors
Georgia
$207K -$74.5K -2,100 -26%
NPC
94
National Planning Corporation
California
$207K +$207K +5,725 New
HighTower Advisors
95
HighTower Advisors
Illinois
$202K -$302K -8,626 -60%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$187K -$130K -3,662 -41%
LWCFA
97
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K – – –
VIA
98
Vantage Investment Advisors
Pennsylvania
$164K – – –
CFA
99
Carroll Financial Associates
North Carolina
$161K -$9.18K -260 -5%
BP
100
Ballentine Partners
Massachusetts
$152K +$152K +4,232 New
2 3
4
5 6