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iShares US Energy ETF
IYE

Overview Fund Activity

140 hedge funds and large institutions have $468M invested in iShares US Energy ETF in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
44
Increased
36
Reduced
41
Closed
25
Calls
$9.02M
Puts
$7.71M
Net Calls
+$1.31M
Net Calls Change
+$1.19M

Top Buyers

1
BA
1
BlackRock Advisors
Delaware
$112M
2
Bank of America
2
Bank of America
North Carolina
$47.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.2M
5
BIM
5
BlackRock Investment Management
Delaware
$28.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$318K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.09M
3
UCFA
3
United Capital Financial Advisors
Texas
$962K
4
CS
4
Credit Suisse
Switzerland
$1.07M
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$100K -$54.2K -1,208 -35%
LWM
102
LBA Wealth Management
Florida
$91K -$39.8K -885 -30%
Walleye Trading
103
Walleye Trading
New York
$85K +$85K +1,900 New
RC
104
RegentAtlantic Capital
New Jersey
$80.2K +$80.2K +1,790 New
WA
105
WFG Advisors
Texas
$79K +$2.29K +51 +3%
CLOS
106
Compagnie Lombard Odier SCmA
Switzerland
$78K +$78K +1,740 New
CG
107
Colony Group
Massachusetts
$74K +$74K +1,660 New
PG
108
Patten Group
Tennessee
$68K +$68K +1,525 New
FNBT
109
FineMark National Bank & Trust
Florida
$67K – – –
DSC
110
Duncker Streett & Co
Missouri
$66K – – –
USGIU
111
U.S. Global Investors (USGI)
Texas
$65K +$65K +1,450 New
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$62K -$8.86K -200 -13%
PSI
113
Pinnacle Summer Investments
Virginia
$45K -$2.92M -67,429 -98%
TFA
114
Transamerica Financial Advisors
Florida
$34K -$36K -798 -51%
ASN
115
Advisory Services Network
Georgia
$31K +$31K +716 New
FANJ
116
Financial Architects (New Jersey)
New Jersey
$27K -$203K -4,598 -88%
JFA
117
JNBA Financial Advisors
Minnesota
$27K – – –
NSIM
118
North Star Investment Management
Illinois
$27K – – –
KIG
119
Kessler Investment Group
Indiana
$25K – – –
DADC
120
D.A. Davidson & Co
Montana
$22K -$15.2K -345 -41%
BCFS
121
Butensky & Cohen Financial Security
Florida
$22K +$22K +495 New
AIM
122
Advantage Investment Management
Iowa
$22K +$22K +495 New
FNBSF
123
First National Bank Sioux Falls
South Dakota
$22K +$22K +500 New
AssetMark Inc
124
AssetMark Inc
California
$19K -$136K -2,999 -88%
PIA
125
Peachtree Investment Advisors
Georgia
$18K – – –
3 4
5
6 7