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iShares US Energy ETF
IYE

Overview Fund Activity

158 hedge funds and large institutions have $275M invested in iShares US Energy ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
42
Reduced
52
Closed
27
Calls
$309K
Puts
$401K
Net Calls
-$92K
Net Calls Change
-$57K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$57.8M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$3.25M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16M
4
MML Investors Services
MML Investors Services
Massachusetts
$1.16M
5
Ameriprise
Ameriprise
Minnesota
$3.67M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$37.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.15M
3
UCFA
United Capital Financial Advisors
Texas
$1.16M
4
EC
Estate Counselors
Wisconsin
$0
5
Wells Fargo
Wells Fargo
California
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Versant Capital Management
Arizona
$4K -$2.46K -70 -38%
PA
152
Parallel Advisors
California
$4K – – –
FFW
153
Fusion Family Wealth
New York
$3K – – –
OIA
154
OneDigital Investment Advisors
Kansas
$3K +$3K +95 New
FWM
155
Focused Wealth Management
New York
$1K – – –
Simplex Trading
156
Simplex Trading
Illinois
$1K +$1K +50 New
Walleye Trading
157
Walleye Trading
New York
$199 +$163 +4,587 +453%
IWM
158
IHT Wealth Management
Illinois
$1 – +6 +0.3%
EC
159
Estate Counselors
Wisconsin
– -$4.63M -120,000 Closed
SIA
160
Starfire Investment Advisers
Michigan
– -$1.45M -37,468 Closed
TRCT
161
Tower Research Capital (TRC)
New York
– -$941K -24,416 Closed
PFA
162
Pinnacle Family Advisors
Missouri
– -$855K -22,195 Closed
WDL
163
Well Done LLC
Michigan
– -$749K -19,444 Closed
WJA
164
Williams Jones & Associates
New York
– -$540K -14,000 Closed
SIC
165
Salem Investment Counselors
North Carolina
– -$518K -13,437 Closed
IAA
166
Independent Advisor Alliance
North Carolina
– -$353K -9,162 Closed
RCAG
167
Rehmann Capital Advisory Group
Michigan
– -$251K -6,500 Closed
JIC
168
Johnson Investment Counsel
Ohio
– -$242K -6,285 Closed
Brown Advisory
169
Brown Advisory
Maryland
– -$216K -5,610 Closed
Bank of New York Mellon
170
Bank of New York Mellon
New York
– -$207K -5,373 Closed
SCG
171
Sonata Capital Group
Washington
– -$205K -5,330 Closed
MIFH
172
Migdal Insurance & Financial Holdings
Israel
– -$97K -2,500 Closed
PMFA
173
Plante Moran Financial Advisors
Michigan
– -$83K -2,161 Closed
PG
174
Patten Group
Tennessee
– -$59K -1,525 Closed
VWM
175
Valley Wealth Managers
New Jersey
– -$31K -800 Closed
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