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iShares US Energy ETF
IYE

Overview Fund Activity

180 hedge funds and large institutions have $507M invested in iShares US Energy ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
62
Reduced
45
Closed
16
Calls
$519K
Puts
$558K
Net Calls
-$39K
Net Calls Change
-$901K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$159M
2
GC
2
Grimes & Company
Massachusetts
$8.68M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.68M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.84M
5
CFS
5
Commonwealth Financial Services
West Virginia
$3.35M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.79M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.4M
3
UBS Group
3
UBS Group
Switzerland
$19.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$16.3M
5
HNB
5
Huntington National Bank
Ohio
$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
$35K +$35K +850 New
EA
152
Edge Advisors
Georgia
$35K +$35K +850 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
MA
154
MCF Advisors
Kentucky
$33K +$294 +7 +0.9%
WAS
155
WESPAC Advisors SoCal
California
$29.1K – – –
TCM
156
Tradewinds Capital Management
Washington
$28K – – –
PSUF
157
People's United Financial
Connecticut
$27K -$24.7K -596 -48%
BBPWM
158
Blue Bell Private Wealth Management
Pennsylvania
$25K – – –
JFA
159
JNBA Financial Advisors
Minnesota
$25K +$25K +600 New
CCM
160
Cribstone Capital Management
Maine
$24K -$15.7K -375 -39%
AA
161
Ancora Advisors
Ohio
$22K +$22K +540 New
AA
162
AlphaMark Advisors
Kentucky
$21K – – –
VWM
163
Valley Wealth Managers
New Jersey
$20K +$8.25K +200 +70%
WA
164
WFG Advisors
Texas
$20K +$9.08K +216 +83%
IF
165
Ironwood Financial
Arizona
$17K – – –
BAM
166
Barrett Asset Management
New York
$15K – – –
CHC
167
City Holding Co
West Virginia
$12K – – –
WB
168
Webster Bank
Connecticut
$12K +$12K +299 New
OC
169
Oakworth Capital
Alabama
$9K – – –
FIB
170
First Interstate Bank
Montana
$8K – – –
AF
171
Allworth Financial
California
$7K – – –
BIG
172
Bellwether Investment Group
Tennessee
$7K +$7K +170 New
GI
173
Gradient Investments
Minnesota
$6K – – –
BKA
174
Brick & Kyle Associates
Pennsylvania
$6K – – –
First Manhattan
175
First Manhattan
New York
$6K – – –
4 5 6
7
8