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iShares US Energy ETF
IYE

Overview Fund Activity

167 hedge funds and large institutions have $343M invested in iShares US Energy ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
-13
Holders Change %
-7.22%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
36
Reduced
62
Closed
32
Calls
$289K
Puts
$324K
Net Calls
-$35K
Net Calls Change
+$4K

Top Buyers

1
BlackRock
BlackRock
New York
$15.5M
2
EC
Estate Counselors
Wisconsin
$4.63M
3
CBT
Central Bank & Trust
Kentucky
$1.83M
4
ANTB
AMG National Trust Bank
Colorado
$25.1M
5
PFA
Pinnacle Family Advisors
Missouri
$855K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$72.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.3M
3
GC
Grimes & Company
Massachusetts
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$5.14M
5
HNB
Huntington National Bank
Ohio
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Bartlett & Co
Ohio
$41K – – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$40K +$9.14K +238 +30%
AA
128
AlphaMark Advisors
Kentucky
$39K +$19.5K +500 +100%
NSIM
129
North Star Investment Management
Illinois
$38K – – –
AIM
130
Advantage Investment Management
Iowa
$36K -$252K -6,570 -87%
SBL
131
Sargent Bickham Lagudis
Colorado
$36K -$7.25K -188 -17%
SEI Investments
132
SEI Investments
Pennsylvania
$35K – – –
YWP
133
YorkBridge Wealth Partners
New York
$35K – – –
EA
134
Edge Advisors
Georgia
$32K – – –
VWM
135
Valley Wealth Managers
New Jersey
$31K +$12.2K +315 +65%
WAS
136
WESPAC Advisors SoCal
California
$27K – – –
TCM
137
Tradewinds Capital Management
Washington
$26K – – –
PSUF
138
People's United Financial
Connecticut
$25K +$77 +2 +0.3%
HCA
139
Harbour Capital Advisors
Virginia
$23.9K +$23.9K +620 New
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$23K – – –
JFA
141
JNBA Financial Advisors
Minnesota
$23K – – –
CCM
142
Cribstone Capital Management
Maine
$22K – – –
WA
143
WFG Advisors
Texas
$22K +$3.53K +91 +19%
AA
144
Apriem Advisors
California
$19K +$19K +500 New
IF
145
Ironwood Financial
Arizona
$16K – – –
FPS
146
Fieldpoint Private Securities
Connecticut
$15K +$15K +400 New
BAM
147
Barrett Asset Management
New York
$14K – – –
SPIA
148
Steward Partners Investment Advisory
New York
$13K +$13K +343 New
WIM
149
Westside Investment Management
California
$12.5K +$12.5K +325 New
CHC
150
City Holding Co
West Virginia
$12K – – –
4 5
6
7 8