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iShares US Energy ETF
IYE

Overview Fund Activity

188 hedge funds and large institutions have $337M invested in iShares US Energy ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+4
Holders Change %
+2.17%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
45
Reduced
61
Closed
24
Calls
$5.4M
Puts
$519K
Net Calls
+$4.88M
Net Calls Change
+$5.58M

Top Buyers

1
EC
Estate Counselors
Wisconsin
$12M
2
Deutsche Bank
Deutsche Bank
Germany
$5.55M
3
Jane Street
Jane Street
New York
$2.59M
4
FAAS
First Allied Advisory Services
California
$4.42M
5
Stifel Financial
Stifel Financial
Missouri
$2.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$45.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$611K
3
UCFA
United Capital Financial Advisors
Texas
$3.97M
4
ANTB
AMG National Trust Bank
Colorado
$16.4M
5
UBS Group
UBS Group
Switzerland
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
176
Gradient Investments
Minnesota
$5K – – –
MGIA
177
Moneta Group Investment Advisors
Missouri
$5K +$5K +138 New
VNA
178
Valley National Advisers
Pennsylvania
$4K – – –
OIA
179
OneDigital Investment Advisors
Kansas
$4K – – –
FCMT
180
Founders Capital Management (Texas)
Texas
$4K – – –
MOS
181
MGO One Seven
Ohio
$4K – – –
VCM
182
Versant Capital Management
Arizona
$4K – – –
PFP
183
Pinnacle Financial Partners
Tennessee
$4K +$4K +111 New
FMB
184
Field & Main Bank
Kentucky
$3K – – –
PCM
185
Princeton Capital Management
New Jersey
$3K +$3K +88 New
GTAM
186
Global Trust Asset Management
Florida
$2K – – –
FWM
187
Focused Wealth Management
New York
$1K – – –
SXL
188
Summit X LLC
Missouri
– -$2.33M -58,960 Closed
HH
189
Hilltop Holdings
Texas
– -$927K -23,392 Closed
SCM
190
Snow Capital Management
Pennsylvania
– -$598K -15,091 Closed
Bank of New York Mellon
191
Bank of New York Mellon
New York
– -$551K -13,889 Closed
Millennium Management
192
Millennium Management
New York
– -$535K -13,491 Closed
Wolverine Trading
193
Wolverine Trading
Illinois
– -$274K -6,898 Closed
HSBC Holdings
194
HSBC Holdings
United Kingdom
– -$263K -6,625 Closed
FPTW
195
Franklin, Parlapiano, Turner & Welch
Texas
– -$251K -6,335 Closed
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
– -$248K -6,265 Closed
HCIA
197
Hochman Cole Investment Advisors
Illinois
– -$225K -5,683 Closed
Brown Advisory
198
Brown Advisory
Maryland
– -$221K -5,565 Closed
NIC
199
Northwest Investment Counselors
Oregon
– -$202K -5,084 Closed
LNWWM
200
Laird Norton Wetherby Wealth Management
California
– -$53K -1,343 Closed
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