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iShares US Energy ETF
IYE

Overview Fund Activity

165 hedge funds and large institutions have $339M invested in iShares US Energy ETF in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+7
Holders Change %
+4.43%
% of All Funds
4.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
41
Reduced
62
Closed
20
Calls
$1.56M
Puts
$1.74M
Net Calls
-$183K
Net Calls Change
-$91K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$93.4M
2
BCM
Brookstone Capital Management
Illinois
$6.89M
3
TSS
Two Sigma Securities
New York
$5.72M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.24M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$52.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.41M
3
HNB
Huntington National Bank
Ohio
$2.41M
4
SCA
Stillwater Capital Advisors
Pennsylvania
$0
5
VF
Virtu Financial
New York
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$37K -$7.48K -200 -17%
SBL
127
Sargent Bickham Lagudis
Colorado
$35K – – –
SEI Investments
128
SEI Investments
Pennsylvania
$34K – – –
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$34K – – –
RE
130
RBC Europe
United Kingdom
$31.8K +$31.8K +850 New
SPIA
131
Steward Partners Investment Advisory
New York
$31K +$336 +9 +1%
BC
132
Bartlett & Co
Ohio
$30K – – –
BWA
133
BDO Wealth Advisors
Florida
$28K -$18.3K -480 -40%
AIM
134
Advantage Investment Management
Iowa
$28K -$7.42K -197 -21%
WAS
135
WESPAC Advisors SoCal
California
$26K – – –
NSIM
136
North Star Investment Management
Illinois
$26K – – –
TFA
137
Transamerica Financial Advisors
Florida
$25K +$25K +650 New
JFA
138
JNBA Financial Advisors
Minnesota
$22K – – –
CCM
139
Cribstone Capital Management
Maine
$22K – – –
JGIA
140
Jackson Grant Investment Advisers
Connecticut
$21K +$21K +564 New
RPG
141
Risk Paradigm Group
Texas
$20.9K -$1.27K -34 -6%
BBPWM
142
Blue Bell Private Wealth Management
Pennsylvania
$17K -$5.67K -150 -25%
WIM
143
Westside Investment Management
California
$16.8K – – –
WEC
144
Winslow Evans & Crocker
Massachusetts
$15.3K -$44.2K -1,182 -74%
BP
145
Ballentine Partners
Massachusetts
$15K -$141K -3,826 -90%
IF
146
Ironwood Financial
Arizona
$15K – – –
BAM
147
Barrett Asset Management
New York
$14K – – –
BF
148
BOK Financial
Oklahoma
$13K +$13K +344 New
BCI
149
Brinker Capital Investments
Pennsylvania
$12K – – –
YWP
150
YorkBridge Wealth Partners
New York
$11K -$24.2K -660 -69%
4 5
6
7 8