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iShares US Energy ETF
IYE

Overview Fund Activity

188 hedge funds and large institutions have $337M invested in iShares US Energy ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+4
Holders Change %
+2.17%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
45
Reduced
61
Closed
24
Calls
$5.4M
Puts
$519K
Net Calls
+$4.88M
Net Calls Change
+$5.58M

Top Buyers

1
EC
1
Estate Counselors
Wisconsin
$12M
2
Deutsche Bank
2
Deutsche Bank
Germany
$5.55M
3
Jane Street
3
Jane Street
New York
$2.59M
4
FAAS
4
First Allied Advisory Services
California
$4.42M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$611K
3
UCFA
3
United Capital Financial Advisors
Texas
$3.97M
4
ANTB
4
AMG National Trust Bank
Colorado
$16.4M
5
UBS Group
5
UBS Group
Switzerland
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$409K -$479 -13 -0.1%
OMC
77
Old Mission Capital
Illinois
$393K +$393K +10,617 New
CB
78
Commerce Bank
Missouri
$367K -$12.4K -335 -3%
DC
79
Davenport & Co
Virginia
$353K +$92.2K +2,493 +35%
AFP
80
Ausdal Financial Partners
Iowa
$344K -$27.4K -741 -7%
FA
81
FDx Advisors
Illinois
$327K +$37 +1 +0%
FAIM
82
Financial Advocates Investment Management
Washington
$323K -$8.34K -226 -3%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$320K -$44.3K -1,196 -12%
SFSIG
84
San Francisco Sentry Investment Group
California
$305K -$6.47K -175 -2%
Lido Advisors
85
Lido Advisors
California
$295K +$295K +7,987 New
TNB
86
Thomasville National Bank
Georgia
$284K +$50.9K +1,375 +22%
FHA
87
Flagship Harbor Advisors
Massachusetts
$281K +$69.2K +1,895 +33%
ACP
88
Aveo Capital Partners
Colorado
$278K +$65.2K +1,765 +31%
CPO
89
Cerity Partners OCIO
New York
$276K +$3.63K +98 +1%
BAS
90
Brown Advisory Securities
Maryland
$276K +$276K +7,550 New
IA
91
IFP Advisors
Florida
$275K – – –
TFF
92
The Family Firm
Maryland
$265K +$265K +7,163 New
GT
93
Glenview Trust
Kentucky
$259K -$61.7K -1,670 -19%
IIC
94
Integrated Investment Consultants
Michigan
$259K +$259K +7,000 New
TH
95
Timber Hill
Connecticut
$257K -$106K -2,862 -29%
CS
96
Comerica Securities
Michigan
$243K -$1.44K -39 -0.6%
SIM
97
SSI Investment Management
California
$242K – – –
MAS
98
Madden Advisory Services
Florida
$241K – – –
RCAG
99
Rehmann Capital Advisory Group
Michigan
$240K – – –
MBT
100
Monroe Bank & Trust
Michigan
$232K -$665 -18 -0.3%
2 3
4
5 6