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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.

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 %
SIC
176
Salem Investment Counselors
North Carolina
$6K – – –
FTUS
177
Flow Traders U.S.
New York
$4K – – –
FFW
178
Fusion Family Wealth
New York
$3K +$3K +78 New
TFA
179
Transamerica Financial Advisors
Florida
$2K +$2K +25 New
FWM
180
Focused Wealth Management
New York
$1K – – –
Jane Street
181
Jane Street
New York
– -$1.5M -38,361 Closed
CCT
182
Country Club Trust
Missouri
– -$655K -16,806 Closed
AIA
183
Allegis Investment Advisors
Idaho
– -$646K -16,568 Closed
WP
184
WealthSource Partners
California
– -$318K -8,151 Closed
FWCM
185
Ferguson Wellman Capital Management
Oregon
– -$243K -6,230 Closed
BRWA
186
B. Riley Wealth Advisors
Florida
– -$233K -5,964 Closed
SG Americas Securities
187
SG Americas Securities
New York
– -$183K -4,684 Closed
LAM
188
Lebenthal Asset Management
New York
– -$112K -2,871 Closed
AWM
189
Avior Wealth Management
Nebraska
– -$101K -2,580 Closed
QAM
190
QCI Asset Management
New York
– -$55K -1,400 Closed
CWM
191
Concert Wealth Management
California
– -$51K -1,298 Closed
IWM
192
Integrated Wealth Management
California
– -$8K -200 Closed
JCM
193
Jacobi Capital Management
Pennsylvania
– -$5K -136 Closed
ACM
194
Argentus Capital Management
Texas
– -$5K -121 Closed
CCS
195
Crosspoint Capital Strategies
California
– -$2K -46 Closed
Mariner
196
Mariner
Kansas
– -$2K -45 Closed
4 5 6 7
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