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iShares US Energy ETF
IYE

Overview Fund Activity

139 hedge funds and large institutions have $697M invested in iShares US Energy ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 32 closing their positions.

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
3.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
34
Increased
46
Reduced
38
Closed
32
Calls
$3.07M
Puts
$5.55M
Net Calls
-$2.48M
Net Calls Change
-$3.79M

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$111M
2
TFA
2
Transamerica Financial Advisors
Florida
$93.1M
3
RIG
3
RiverFront Investment Group
Virginia
$56.5M
4
BTS
4
BB&T Securities
Virginia
$32.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.8M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$19.2M
2
BIM
2
BlackRock Investment Management
Delaware
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$12.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.92M
5
HCM
5
Hollencrest Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DSC
101
Duncker Streett & Co
Missouri
$65K 1,481 +1 +0.1%
WT
102
Whittier Trust
California
$61K 1,402 +1,402 New
USGIU
103
U.S. Global Investors (USGI)
Texas
$59K 1,350 -100 -7%
PCM
104
Parsons Capital Management
Rhode Island
$56K 1,280 +1,280 New
FANJ
105
Financial Architects (New Jersey)
New Jersey
$52K 1,200 +588 +96%
PMFA
106
Plante Moran Financial Advisors
Michigan
$51K 1,170 +1,170 New
Parallax Volatility Advisers
107
Parallax Volatility Advisers
California
$50K 1,144 -8,455 -88%
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$47K 1,100 -300 -21%
PSC
109
Prentiss Smith & Co
Vermont
$46K 1,050 +1,050 New
CA
110
CapWealth Advisors
Tennessee
$35K 810 +810 New
IWM
111
Integrated Wealth Management
California
$29K 675 +675 New
NSIM
112
North Star Investment Management
Illinois
$26K 600 – –
JFA
113
JNBA Financial Advisors
Minnesota
$26K 600 – –
BCFS
114
Butensky & Cohen Financial Security
Florida
$25K 575 +80 +16%
FNBSF
115
First National Bank Sioux Falls
South Dakota
$22K 500 – –
AIM
116
Advantage Investment Management
Iowa
$22K 495 – –
CCS
117
Crosspoint Capital Strategies
California
$20K 450 +450 New
SF
118
Synovus Financial
Georgia
$19K 424 +237 +127%
MWAN
119
Mariner Wealth Advisors (NYC)
Kansas
$19K 438 +438 New
IF
120
Ironwood Financial
Arizona
$18K 404 – –
BAM
121
Barrett Asset Management
New York
$16K 370 – –
SIA
122
Stancorp Investment Advisers
Oregon
$15K 355 +2 +0.6%
CHC
123
City Holding Co
West Virginia
$13K 300 – –
WA
124
Winfield Associates
Ohio
$13K 300 – –
RIA
125
Regal Investment Advisors
Michigan
$13K 290 +175 +152%
3 4
5
6 7