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iShares US Energy ETF
IYE

Overview Fund Activity

165 hedge funds and large institutions have $339M invested in iShares US Energy ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 62 reducing their positions, and 20 closing their positions.

Holders
165
Holders Change
+7
Holders Change %
+4.43%
% of All Funds
4.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
41
Reduced
62
Closed
20
Calls
$1.56M
Puts
$1.74M
Net Calls
-$183K
Net Calls Change
-$91K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$93.4M
2
BCM
2
Brookstone Capital Management
Illinois
$6.89M
3
TSS
3
Two Sigma Securities
New York
$5.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.24M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.41M
3
HNB
3
Huntington National Bank
Ohio
$2.41M
4
SCA
4
Stillwater Capital Advisors
Pennsylvania
$0
5
VF
5
Virtu Financial
New York
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$185K – – –
VIA
102
Vantage Investment Advisors
Pennsylvania
$173K – – –
NIC
103
Northwest Investment Counselors
Oregon
$170K +$19.1K +509 +13%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$159K +$55.1K +1,475 +53%
RBC
105
Roble Belko & Company
Pennsylvania
$135K – – –
VFA
106
Valeo Financial Advisors
Indiana
$127K +$127K +3,400 New
CBT
107
Central Bank & Trust
Kentucky
$124K -$1.26M -33,566 -91%
KTC
108
Kistler-Tiffany Companies
Pennsylvania
$108K – – –
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$105K +$105K +2,801 New
RIA
110
RPG Investment Advisory
California
$101K – – –
WT
111
Whittier Trust
California
$100K +$91.5K +2,436 +1,083%
CFA
112
Carroll Financial Associates
North Carolina
$92K -$78.5K -2,100 -46%
Citigroup
113
Citigroup
New York
$83K -$14.8K -395 -15%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$80K – – –
DSC
115
Duncker Streett & Co
Missouri
$64K +$75 +2 +0.1%
SSB
116
Sandy Spring Bank
Maryland
$53K – – –
BRC
117
Bell Rock Capital
Delaware
$52K -$7.2K -189 -12%
MCIA
118
Mountain Capital Investment Advisors
Colorado
$52K -$151 -4 -0.3%
MA
119
MCF Advisors
Kentucky
$49K – – –
AA
120
AlphaMark Advisors
Kentucky
$49K +$11.3K +300 +30%
LNWWM
121
Laird Norton Wetherby Wealth Management
California
$49K +$49K +1,321 New
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.2K – – –
Simplex Trading
123
Simplex Trading
Illinois
$42K +$40.2K +1,089 +2,178%
NFG
124
Next Financial Group
Texas
$40K -$47.8K -1,297 -54%
AIM
125
Anchor Investment Management
South Carolina
$37.7K +$37.7K +1,008 New
3 4
5
6 7