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iShares US Energy ETF
IYE

Overview Fund Activity

127 hedge funds and large institutions have $349M invested in iShares US Energy ETF in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-12
Holders Change %
-8.63%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
32
Reduced
45
Closed
28
Calls
$193K
Puts
$909K
Net Calls
-$716K
Net Calls Change
+$1.48M

Top Buyers

1
CC
Cassaday & Co
Virginia
$26.6M
2
Creative Planning
Creative Planning
Kansas
$44.8M
3
Bank of America
Bank of America
North Carolina
$49.4M
4
UBS Group
UBS Group
Switzerland
$19.7M
5
Morgan Stanley
Morgan Stanley
New York
$34.8M

Top Sellers

1
TFA
Transamerica Financial Advisors
Florida
$132K
2
RIG
RiverFront Investment Group
Virginia
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
RJA
Raymond James & Associates
Florida
$411K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
126
Gradient Investments
Minnesota
$5K +$5K +143 New
Simplex Trading
127
Simplex Trading
Illinois
$4K +$4K +127 New
RIG
128
RiverFront Investment Group
Virginia
– -$56.1M -1,322,853 Closed
Schroder Investment Management Group
129
Schroder Investment Management Group
United Kingdom
– -$19.9M -473,246 Closed
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
– -$4.66M -110,000 Closed
PFS
131
Prospera Financial Services
Texas
– -$4.31M -101,619 Closed
HF
132
HRT Financial
New York
– -$1.62M -38,195 Closed
AI
133
Atria Investments
North Carolina
– -$833K -19,666 Closed
FIM
134
Freedom Investment Management
Connecticut
– -$729K -17,207 Closed
Millennium Management
135
Millennium Management
New York
– -$613K -14,455 Closed
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
– -$423K -9,982 Closed
CS
137
Comerica Securities
Michigan
– -$360K -8,493 Closed
JPTCCM
138
J.P. Turner & Co Capital Management
Georgia
– -$278K -6,654 Closed
PWW
139
Pettyjohn Wood & White
Virginia
– -$234K -5,533 Closed
RJT
140
Raymond James Trust
Florida
– -$230K -5,429 Closed
EFS
141
Essex Financial Services
Connecticut
– -$226K -5,325 Closed
IC
142
InterOcean Capital
Illinois
– -$216K -5,094 Closed
Brown Advisory
143
Brown Advisory
Maryland
– -$212K -5,010 Closed
FHC
144
First Heartland Consultants
Missouri
– -$211 -4,990 Closed
ICAS
145
Investors Capital Advisory Services
Massachusetts
– -$203K -4,790 Closed
BJ
146
Brouwer & Janachowski
California
– -$127K -3,000 Closed
LNWWM
147
Laird Norton Wetherby Wealth Management
California
– -$104K -2,446 Closed
FANJ
148
Financial Architects (New Jersey)
New Jersey
– -$51K -1,200 Closed
PSC
149
Prentiss Smith & Co
Vermont
– -$44K -1,050 Closed
CCS
150
Crosspoint Capital Strategies
California
– -$19K -450 Closed
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6
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