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iShares US Energy ETF
IYE

Overview Fund Activity

172 hedge funds and large institutions have $483M invested in iShares US Energy ETF in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+12
Holders Change %
+7.5%
% of All Funds
4.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
26
Increased
54
Reduced
48
Closed
14
Calls
$1.47M
Puts
$1.92M
Net Calls
-$451K
Net Calls Change
+$913K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$122M
2
AC
Allstate Corporation
Illinois
$21.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.2M
4
UCFA
United Capital Financial Advisors
Texas
$12M
5
GC
Grimes & Company
Massachusetts
$4.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$44.2M
2
Millennium Management
Millennium Management
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$361K
4
LPL Financial
LPL Financial
California
$25.7M
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Southport Capital Management
Tennessee
$61K +$61K +1,600 New
PG
127
Patten Group
Tennessee
$58.5K – – –
SBL
128
Sargent Bickham Lagudis
Colorado
$57K -$28.9K -752 -34%
LWM
129
LBA Wealth Management
Florida
$57K – – –
CG
130
Cutler Group
California
$57K +$57K +1,500 New
SSB
131
Sandy Spring Bank
Maryland
$55K -$21.2K -547 -28%
QAM
132
QCI Asset Management
New York
$54K – – –
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52K +$52K +1,350 New
BC
134
Bartlett & Co
Ohio
$49K – – –
PSUF
135
People's United Financial
Connecticut
$48K +$77 +2 +0.2%
PMFA
136
Plante Moran Financial Advisors
Michigan
$45K – – –
DADC
137
D.A. Davidson & Co
Montana
$45K +$1.65K +44 +4%
PSC
138
Prentiss Smith & Co
Vermont
$41K +$265 +7 +0.7%
FNBT
139
FineMark National Bank & Trust
Florida
$38K – – –
CCM
140
Cribstone Capital Management
Maine
$36K +$36K +950 New
AssetMark Inc
141
AssetMark Inc
California
$35K – – –
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
BP
143
Ballentine Partners
Massachusetts
$30K +$194 +5 +0.7%
MA
144
MCF Advisors
Kentucky
$30K +$30K +778 New
WAS
145
WESPAC Advisors SoCal
California
$26.9K – – –
US Bancorp
146
US Bancorp
Minnesota
$26K – – –
TCM
147
Tradewinds Capital Management
Washington
$26K – – –
BBPWM
148
Blue Bell Private Wealth Management
Pennsylvania
$24K – – –
JFA
149
JNBA Financial Advisors
Minnesota
$23K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$20K +$17.2K +459 +612%
4 5
6
7 8