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iShares US Energy ETF
IYE

Overview Fund Activity

151 hedge funds and large institutions have $353M invested in iShares US Energy ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+24
Holders Change %
+18.9%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
43
Increased
47
Reduced
34
Closed
18
Calls
$88K
Puts
$1.07M
Net Calls
-$984K
Net Calls Change
-$268K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26M
2
UBS Group
2
UBS Group
Switzerland
$29.9M
3
Bank of America
3
Bank of America
North Carolina
$57.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.1M
5
Wells Fargo
5
Wells Fargo
California
$14M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$4.41M
2
CC
2
Cassaday & Co
Virginia
$14.5M
3
ANTB
3
AMG National Trust Bank
Colorado
$21.8M
4
FMLI
4
Fukoku Mutual Life Insurance
Japan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
126
Tradewinds Capital Management
Washington
$23K – – –
WAS
127
WESPAC Advisors SoCal
California
$23K +$23K +700 New
BCFS
128
Butensky & Cohen Financial Security
Florida
$22K – – –
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$22K – – –
IP
130
Isthmus Partners
Wisconsin
$21K +$21K +609 New
JFA
131
JNBA Financial Advisors
Minnesota
$20K – – –
NSIM
132
North Star Investment Management
Illinois
$20K – – –
NFG
133
Next Financial Group
Texas
$19K +$9K +270 +90%
SEI Investments
134
SEI Investments
Pennsylvania
$15K +$5.47K +163 +57%
AA
135
AlphaMark Advisors
Kentucky
$14K – – –
BAM
136
Barrett Asset Management
New York
$13K – – –
CHC
137
City Holding Co
West Virginia
$10K – – –
HFA
138
High Falls Advisors
New York
$10K +$10K +300 New
OC
139
Oakworth Capital
Alabama
$8K – – –
FIB
140
First Interstate Bank
Montana
$7K – – –
MA
141
MUFG Americas
New York
$7K – – –
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$6K -$55.9K -1,603 -90%
AF
143
Allworth Financial
California
$6K – – –
BKA
144
Brick & Kyle Associates
Pennsylvania
$5K – – –
GI
145
Gradient Investments
Minnesota
$5K – – –
WA
146
WFG Advisors
Texas
$5K +$95 +3 +2%
CCS
147
Crosspoint Capital Strategies
California
$5K +$5K +115 New
First Manhattan
148
First Manhattan
New York
$5K +$5K +150 New
VCAM
149
Valentine Capital Asset Management
California
$3K +$3K +110 New
WP
150
WealthPLAN Partners
Nebraska
$2.1K +$2.1K +186 New
3 4 5
6
7