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

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$318K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.09M
3
UCFA
United Capital Financial Advisors
Texas
$962K
4
CS
Credit Suisse
Switzerland
$1.07M
5
AI
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
126
Ironwood Financial
Arizona
$18K +$18K +404 New
MA
127
MUFG Americas
New York
$17K – – –
BAM
128
Barrett Asset Management
New York
$17K – – –
SIA
129
Stancorp Investment Advisers
Oregon
$16K +$16K +353 New
S
130
SignatureFD
Georgia
$15K -$56.3K -1,238 -79%
CHC
131
City Holding Co
West Virginia
$13K – – –
WA
132
Winfield Associates
Ohio
$13K – – –
RFA
133
Reilly Financial Advisors
California
$11K – – –
NFG
134
Next Financial Group
Texas
$9K -$101K -2,131 -92%
BC
135
Bartlett & Co
Ohio
$9K +$9K +200 New
SF
136
Synovus Financial
Georgia
$8K – – –
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$7K – – –
BKA
138
Brick & Kyle Associates
Pennsylvania
$7K +$7K +150 New
BRWA
139
B. Riley Wealth Advisors
Florida
$5.91K +$1.88K +11,310 +47%
RIA
140
Regal Investment Advisors
Michigan
$5K -$236K -5,426 -98%
GWA
141
Genesis Wealth Advisors
Massachusetts
$4.56K +$4.56K +100 New
AI
142
Atria Investments
North Carolina
– -$9.8M -190,047 Closed
VKH
143
Virtu KCG Holdings
New York
– -$3.28M -63,663 Closed
AW
144
ACG Wealth
Georgia
– -$2.45M -47,473 Closed
Jane Street
145
Jane Street
New York
– -$1.74M -33,744 Closed
TRCT
146
Tower Research Capital (TRC)
New York
– -$1.28M -24,743 Closed
NFG
147
Noven Financial Group
Colorado
– -$1M -19,436 Closed
SAM
148
Stringer Asset Management
Tennessee
– -$822K -15,957 Closed
TNBTD
149
Trustmark National Bank Trust Department
Mississippi
– -$659K -12,779 Closed
FCCM
150
First City Capital Management
Georgia
– -$464K -9,000 Closed
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