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iShares US Energy ETF
IYE

Overview Fund Activity

195 hedge funds and large institutions have $429M invested in iShares US Energy ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+7
Holders Change %
+3.72%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
38
Reduced
63
Closed
19
Calls
$4.31M
Puts
$235K
Net Calls
+$4.07M
Net Calls Change
-$806K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M
4
UCFA
4
United Capital Financial Advisors
Texas
$15.6M
5
NA
5
Navellier & Associates
Nevada
$9.57M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
ANTB
2
AMG National Trust Bank
Colorado
$13.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.42M
4
TRCT
4
Tower Research Capital (TRC)
New York
$21K
5
HNB
5
Huntington National Bank
Ohio
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
76
Commerce Bank
Missouri
$401K -$14.7K -350 -4%
PAG
77
Private Advisor Group
New Jersey
$390K -$654K -15,747 -63%
AFP
78
Ausdal Financial Partners
Iowa
$390K – – –
FA
79
FDx Advisors
Illinois
$371K – – –
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$367K +$4.45K +106 +1%
FAIM
81
Financial Advocates Investment Management
Washington
$353K -$7.79K -189 -2%
Lido Advisors
82
Lido Advisors
California
$334K – – –
FHA
83
Flagship Harbor Advisors
Massachusetts
$332K +$9.43K +225 +3%
CPO
84
Cerity Partners OCIO
New York
$316K +$3.81K +91 +1%
FPS
85
Fieldpoint Private Securities
Connecticut
$307K +$171K +4,075 +125%
DC
86
Davenport & Co
Virginia
$304K -$96.7K -2,305 -24%
William Blair & Company
87
William Blair & Company
Illinois
$299K +$50.3K +1,200 +20%
TNB
88
Thomasville National Bank
Georgia
$298K -$23.8K -567 -7%
CAN
89
Cetera Advisor Networks
California
$296K +$66.1K +1,592 +29%
IIC
90
Integrated Investment Consultants
Michigan
$294K – – –
GT
91
Glenview Trust
Kentucky
$290K -$4.2K -100 -1%
MA
92
Mutual Advisors
Nebraska
$286K -$858K -20,492 -75%
TFF
93
The Family Firm
Maryland
$281K -$19.5K -465 -6%
SIM
94
SSI Investment Management
California
$275K – – –
BAS
95
Brown Advisory Securities
Maryland
$273K -$44.1K -1,050 -14%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$273K – – –
MAS
97
Madden Advisory Services
Florida
$263K -$10.5K -250 -4%
MBT
98
Monroe Bank & Trust
Michigan
$262K -$1.26K -30 -0.5%
CC
99
Cassaday & Co
Virginia
$250K +$6.51K +155 +3%
US Bancorp
100
US Bancorp
Minnesota
$245K +$168K +4,020 +219%
2 3
4
5 6