IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$135M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.3M
3
UCFA
3
United Capital Financial Advisors
Texas
$18.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.7M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3.12M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$0
2
LPL Financial
2
LPL Financial
California
$14.6M
3
BPC
3
Banque Pictet & Cie
Switzerland
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$9.25M
5
GC
5
Grimes & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
151
Valley Wealth Managers
New Jersey
$11K +$11K +285 New
WA
152
WFG Advisors
Texas
$10K -$38 -1 -0.4%
OC
153
Oakworth Capital
Alabama
$9K – – –
IWM
154
Integrated Wealth Management
California
$8K -$3.76K -94 -32%
FIB
155
First Interstate Bank
Montana
$8K – – –
AF
156
Allworth Financial
California
$7K – – –
BKA
157
Brick & Kyle Associates
Pennsylvania
$6K – – –
GI
158
Gradient Investments
Minnesota
$6K – – –
JCM
159
Jacobi Capital Management
Pennsylvania
$5K – – –
First Manhattan
160
First Manhattan
New York
$5K – – –
ACM
161
Argentus Capital Management
Texas
$5K +$41 +1 +0.8%
FTUS
162
Flow Traders U.S.
New York
$4K +$4K +100 New
CCS
163
Crosspoint Capital Strategies
California
$2K – – –
Mariner
164
Mariner
Kansas
$2K +$2K +45 New
FWM
165
Focused Wealth Management
New York
$1K – – –
WDL
166
Well Done LLC
Michigan
$592 +$40 +1,315 +7%
SIC
167
Salem Investment Counselors
North Carolina
$59 +$59 +150 New
SBL
168
Sargent Bickham Lagudis
Colorado
$48 -$9 -242 -16%
AC
169
Allstate Corporation
Illinois
– -$21.7M -564,800 Closed
BPC
170
Banque Pictet & Cie
Switzerland
– -$6.58M -171,600 Closed
GC
171
Grimes & Company
Massachusetts
– -$4.1M -106,883 Closed
RTS
172
Round Table Services
New Jersey
– -$1.46M -38,148 Closed
SPC
173
Sigma Planning Corp
Michigan
– -$1.21M -31,443 Closed
SS
174
Simplicity Solutions
Minnesota
– -$449K -11,710 Closed
EWA
175
Exencial Wealth Advisors
Oklahoma
– -$301K -7,846 Closed
4 5 6
7
8