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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.2M
2
Millennium Management
2
Millennium Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$361K
4
LPL Financial
4
LPL Financial
California
$25.7M
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
AlphaMark Advisors
Kentucky
$15K – – –
IF
152
Ironwood Financial
Arizona
$15K – – –
BAM
153
Barrett Asset Management
New York
$14K – – –
NSIM
154
North Star Investment Management
Illinois
$12K -$12K -300 -50%
CHC
155
City Holding Co
West Virginia
$12K – – –
SEI Investments
156
SEI Investments
Pennsylvania
$11K – – –
IWM
157
Integrated Wealth Management
California
$11K +$3.52K +94 +47%
HFA
158
High Falls Advisors
New York
$10K – – –
WA
159
WFG Advisors
Texas
$10K +$77 +2 +0.8%
OC
160
Oakworth Capital
Alabama
$9K – – –
FIB
161
First Interstate Bank
Montana
$8K – – –
AF
162
Allworth Financial
California
$7K – – –
BIG
163
Bellwether Investment Group
Tennessee
$7K +$7K +170 New
BKA
164
Brick & Kyle Associates
Pennsylvania
$6K – – –
GI
165
Gradient Investments
Minnesota
$5K – – –
First Manhattan
166
First Manhattan
New York
$5K – – –
ACM
167
Argentus Capital Management
Texas
$5K +$42 +1 +0.8%
JCM
168
Jacobi Capital Management
Pennsylvania
$5K +$5K +136 New
CCS
169
Crosspoint Capital Strategies
California
$2K +$2K +46 New
TFA
170
Transamerica Financial Advisors
Florida
$1K -$831K -1,661 -100%
FWM
171
Focused Wealth Management
New York
$1K +$1K +30 New
FHC
172
First Heartland Consultants
Missouri
$262 +$262 +6,834 New
Millennium Management
173
Millennium Management
New York
– -$3.21M -92,200 Closed
AIG
174
American International Group
New York
– -$1.84M -52,968 Closed
NEAM
175
New England Asset Management
Connecticut
– -$1.47M -42,200 Closed
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