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iShares US Energy ETF
IYE

Overview Fund Activity

184 hedge funds and large institutions have $401M invested in iShares US Energy ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
184
Holders Change
+19
Holders Change %
+11.52%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
43
Reduced
59
Closed
21
Calls
$963K
Puts
$1.66M
Net Calls
-$699K
Net Calls Change
-$516K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$15.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.1M
4
Wells Fargo
4
Wells Fargo
California
$13.4M
5
UBS Group
5
UBS Group
Switzerland
$20.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.77M
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$95.7M
5
HNB
5
Huntington National Bank
Ohio
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
101
Brown Advisory
Maryland
$221K 5,565 -169 -3%
AF
102
Advisornet Financial
Minnesota
$212K 5,354 +5,354 New
IWM
103
IHT Wealth Management
Illinois
$205K 4,961 -36 -0.7%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$202K 5,091 -969 -16%
NIC
105
Northwest Investment Counselors
Oregon
$202K 5,084 +545 +12%
LWCFA
106
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K 4,950 – –
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$179K 4,523 +269 +6%
VIA
108
Vantage Investment Advisors
Pennsylvania
$169K 4,250 -365 -8%
SPIA
109
Steward Partners Investment Advisory
New York
$167K 4,218 +3,388 +408%
VFA
110
Valeo Financial Advisors
Indiana
$156K 3,941 +541 +16%
RBC
111
Roble Belko & Company
Pennsylvania
$143K 3,608 – –
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$129K 3,249 +448 +16%
APA
113
American Portfolios Advisors
New York
$116K 2,920 +2,920 New
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$115K 2,891 – –
RIA
115
RPG Investment Advisory
California
$107K 2,700 – –
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$107K 2,700 +2,700 New
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$87K 2,204 +79 +4%
Citigroup
118
Citigroup
New York
$84K 2,121 -97 -4%
CBT
119
Central Bank & Trust
Kentucky
$83K 2,092 -1,208 -37%
GFP
120
Gryphon Financial Partners
Ohio
$58K 1,473 +1,473 New
DSC
121
Duncker Streett & Co
Missouri
$56K 1,404 -293 -17%
SSB
122
Sandy Spring Bank
Maryland
$56K 1,422 – –
BRC
123
Bell Rock Capital
Delaware
$55K 1,385 +19 +1%
CFA
124
Carroll Financial Associates
North Carolina
$53K 1,360 -1,100 -45%
LNWWM
125
Laird Norton Wetherby Wealth Management
California
$53K 1,343 +22 +2%
3 4
5
6 7