IYE icon

iShares US Energy ETF

168 hedge funds and large institutions have $445M invested in iShares US Energy ETF in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
42
Reduced
58
Closed
19
Calls
$2.29M
Puts
$1.43M
Net Calls
+$862K
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
IUHSA
126
Itau Unibanco Holding S.A.
Brazil
$56K +$56K +1,428 New
QAM
127
QCI Asset Management
New York
$55K
SSB
128
Sandy Spring Bank
Maryland
$55K
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53K
CWM
130
Concert Wealth Management
California
$51K +$51K +1,298 New
PMFA
131
Plante Moran Financial Advisors
Michigan
$50K +$3.94K +100 +9%
PSUF
132
People's United Financial
Connecticut
$49K
BC
133
Bartlett & Co
Ohio
$49K
BP
134
Ballentine Partners
Massachusetts
$46K +$15.9K +410 +53%
PSC
135
Prentiss Smith & Co
Vermont
$42K
FNBT
136
FineMark National Bank & Trust
Florida
$39K
AIM
137
Advantage Investment Management
Iowa
$38K -$1.7M -43,939 -98%
CCM
138
Cribstone Capital Management
Maine
$37K
AssetMark Inc
139
AssetMark Inc
California
$35K
SEI Investments
140
SEI Investments
Pennsylvania
$35K +$24.1K +624 +220%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$31K
MA
142
MCF Advisors
Kentucky
$30K
WAS
143
WESPAC Advisors SoCal
California
$27.3K
TCM
144
Tradewinds Capital Management
Washington
$27K
NSIM
145
North Star Investment Management
Illinois
$27K +$15.5K +403 +134%
BBPWM
146
Blue Bell Private Wealth Management
Pennsylvania
$24K
AA
147
AlphaMark Advisors
Kentucky
$20K +$4K +100 +25%
IF
148
Ironwood Financial
Arizona
$16K
BAM
149
Barrett Asset Management
New York
$14K
CHC
150
City Holding Co
West Virginia
$12K