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iShares US Energy ETF
IYE

Overview Fund Activity

122 hedge funds and large institutions have $990M invested in iShares US Energy ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
122
Holders Change
+15
Holders Change %
+14.02%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
30
Increased
44
Reduced
29
Closed
12
Calls
$6.76M
Puts
$17.4M
Net Calls
-$10.6M
Net Calls Change
-$6M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$211M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$69.3M
3
AssetMark Inc
3
AssetMark Inc
California
$59.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$11.5M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$1.74M
2
Bank of America
2
Bank of America
North Carolina
$31.9M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$68.6M
5
AI
5
Atria Investments
North Carolina
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$52K 1,020 -200 -16%
BPBT
102
Boston Private Bank & Trust
Massachusetts
$51K 1,015 +1,015 New
RIA
103
Regal Investment Advisors
Michigan
$45K 897 -22,736 -96%
CA
104
CapWealth Advisors
Tennessee
$41K 810 – –
HNB
105
Huntington National Bank
Ohio
– – – –
JFA
106
JNBA Financial Advisors
Minnesota
$30K 600 – –
PSI
107
Pinnacle Summer Investments
Virginia
$30K 596 +396 +198%
WA
108
Winfield Associates
Ohio
$30K 600 +600 New
KIG
109
Kessler Investment Group
Indiana
$28K 558 – –
MA
110
MUFG Americas
New York
$19K 375 – –
RFA
111
Reilly Financial Advisors
California
$18K 362 +362 New
FHA
112
First Horizon Advisors
Tennessee
$16K 325 +325 New
CHC
113
City Holding Co
West Virginia
$15K 300 +300 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$12K 234 -66 -22%
CG
115
Colony Group
Massachusetts
$12K 247 +247 New
ACM
116
Aviance Capital Management
Florida
$10K 207 +207 New
SF
117
Synovus Financial
Georgia
$9K 187 -401 -68%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$8K 150 – –
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$5K 100 – –
PAS
120
Partnervest Advisory Services
California
$5K 100 +100 New
NMIS
121
Northwestern Mutual Investment Services
Wisconsin
$5K 100 +100 New
WRM
122
Westport Resources Management
Connecticut
$4K 80 – –
MCM
123
Manchester Capital Management
Vermont
$4K 75 – –
BFA
124
Beaumont Financial Advisors
Massachusetts
– – -568,960 Closed
MCM
125
Moore Capital Management
New York
– – -40,000 Closed
2 3 4
5
6