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iShares US Energy ETF
IYE

Overview Fund Activity

180 hedge funds and large institutions have $507M invested in iShares US Energy ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
62
Reduced
45
Closed
16
Calls
$519K
Puts
$558K
Net Calls
-$39K
Net Calls Change
-$901K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$159M
2
GC
2
Grimes & Company
Massachusetts
$8.68M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.68M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.84M
5
CFS
5
Commonwealth Financial Services
West Virginia
$3.35M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.79M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.4M
3
UBS Group
3
UBS Group
Switzerland
$19.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$16.3M
5
HNB
5
Huntington National Bank
Ohio
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
101
SSI Investment Management
California
$272K – – –
RCAG
102
Rehmann Capital Advisory Group
Michigan
$270K -$2.91K -70 -1%
FPTW
103
Franklin, Parlapiano, Turner & Welch
Texas
$263K +$263K +6,335 New
Bank of New York Mellon
104
Bank of New York Mellon
New York
$255K -$4.44K -107 -2%
DY
105
Dowling & Yahnke
California
$244K – – –
FNBT
106
FineMark National Bank & Trust
Florida
$234K +$192K +4,626 +463%
CWM
107
Cornerstone Wealth Management
Missouri
$234K +$234K +5,557 New
Brown Advisory
108
Brown Advisory
Maryland
$233K +$8.31K +200 +4%
IWM
109
IHT Wealth Management
Illinois
$230K +$230K +5,467 New
JIC
110
Johnson Investment Counsel
Ohio
$227K +$12.4K +300 +6%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$222K -$99.2K -2,385 -31%
SCG
112
Sonata Capital Group
Washington
$221K – – –
EWA
113
Exencial Wealth Advisors
Oklahoma
$217K +$217K +5,222 New
MG
114
Mitchell Group
Texas
$214K +$214K +5,300 New
WS
115
Wedbush Securities
California
$209K +$209K +5,035 New
FHA
116
Flagship Harbor Advisors
Massachusetts
$209K +$209K +5,134 New
HFS
117
HL Financial Services
Kentucky
$208K +$208K +5,000 New
VFA
118
Voya Financial Advisors
Connecticut
$207K +$207K +4,964 New
LWCFA
119
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K – – –
CFA
120
Carroll Financial Associates
North Carolina
$200K – – –
VIA
121
Vantage Investment Advisors
Pennsylvania
$195K -$28.2K -680 -13%
DADC
122
D.A. Davidson & Co
Montana
$181K -$37.9K -922 -17%
CG
123
Cutler Group
California
$166K +$104K +2,500 +167%
RBC
124
Roble Belko & Company
Pennsylvania
$150K -$9.65K -232 -6%
NFG
125
Next Financial Group
Texas
$138K -$30.7K -738 -18%
3 4
5
6 7