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iShares US Energy ETF
IYE

Overview Fund Activity

184 hedge funds and large institutions have $401M invested in iShares US Energy ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
184
Holders Change
+19
Holders Change %
+11.52%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
43
Reduced
59
Closed
21
Calls
$963K
Puts
$1.66M
Net Calls
-$699K
Net Calls Change
-$516K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$15.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.1M
4
Wells Fargo
4
Wells Fargo
California
$13.4M
5
UBS Group
5
UBS Group
Switzerland
$20.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.77M
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$95.7M
5
HNB
5
Huntington National Bank
Ohio
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Acorn Wealth Advisors
Michigan
$53K +$53K +1,282 New
MA
127
MCF Advisors
Kentucky
$52K – – –
TFA
128
Transamerica Financial Advisors
Florida
$51K +$24.8K +617 +95%
AA
129
AlphaMark Advisors
Kentucky
$48K -$4K -100 -8%
FRA
130
Front Row Advisors
California
$48K +$48K +1,200 New
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.9K – – –
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K -$519K -12,973 -92%
AIM
133
Anchor Investment Management
South Carolina
$40K – – –
SEI Investments
134
SEI Investments
Pennsylvania
$36K – – –
RE
135
RBC Europe
United Kingdom
$33.7K – – –
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$6.6K -165 -17%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$33K -$2.69K -68 -8%
CG
138
Cutler Group
California
$31K -$291K -7,500 -90%
SWM
139
SeaCrest Wealth Management
New York
$30K +$30K +760 New
BWA
140
BDO Wealth Advisors
Florida
$29K – – –
NSIM
141
North Star Investment Management
Illinois
$28K – – –
BC
142
Bartlett & Co
Ohio
$27K -$3.91K -100 -13%
WAS
143
WESPAC Advisors SoCal
California
$27K – – –
TFS
144
TrustCore Financial Services
Tennessee
$27K +$27K +672 New
SBL
145
Sargent Bickham Lagudis
Colorado
$26K -$10.6K -270 -29%
TC
146
Telemus Capital
Michigan
$26K +$26K +650 New
JFA
147
JNBA Financial Advisors
Minnesota
$24K – – –
CCM
148
Cribstone Capital Management
Maine
$23K – – –
RPG
149
Risk Paradigm Group
Texas
$22.1K – – –
CAC
150
Certified Advisory Corp
Florida
$21K +$21K +549 New
4 5
6
7 8