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iShares US Energy ETF
IYE

Overview Fund Activity

195 hedge funds and large institutions have $429M invested in iShares US Energy ETF in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+7
Holders Change %
+3.72%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
38
Reduced
63
Closed
19
Calls
$4.31M
Puts
$235K
Net Calls
+$4.07M
Net Calls Change
-$806K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$15.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M
4
UCFA
4
United Capital Financial Advisors
Texas
$15.6M
5
NA
5
Navellier & Associates
Nevada
$9.57M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$0
2
ANTB
2
AMG National Trust Bank
Colorado
$13.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.42M
4
TRCT
4
Tower Research Capital (TRC)
New York
$21K
5
HNB
5
Huntington National Bank
Ohio
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
176
Ironwood Financial
Arizona
$10K – – –
OC
177
Oakworth Capital
Alabama
$10K – – –
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$9.44K +$9.44K +225 New
WT
179
Whittier Trust
California
$9K – – –
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$9K +$1.23K +28 +16%
OIA
181
Optimum Investment Advisors
Illinois
$8K – – –
Bessemer Group
182
Bessemer Group
New Jersey
$8K +$8K +188 New
GI
183
Gradient Investments
Minnesota
$6K – – –
FCMT
184
Founders Capital Management (Texas)
Texas
$4K – – –
OIA
185
OneDigital Investment Advisors
Kansas
$4K – – –
VCM
186
Versant Capital Management
Arizona
$4K – – –
PCM
187
Princeton Capital Management
New Jersey
$4K – – –
VNA
188
Valley National Advisers
Pennsylvania
$4K – – –
CG
189
Cutler Group
California
$4K +$4K +100 New
FMB
190
Field & Main Bank
Kentucky
$3K – – –
RWA
191
River Wealth Advisors
Pennsylvania
$3K +$3K +80 New
GTAM
192
Global Trust Asset Management
Florida
$2K – – –
AWM
193
Avior Wealth Management
Nebraska
$2K +$2K +50 New
FWM
194
Focused Wealth Management
New York
$1K – – –
FRA
195
Front Row Advisors
California
$50 – – –
Deutsche Bank
196
Deutsche Bank
Germany
– -$5.55M -150,108 Closed
GP
197
Girard Partners
Pennsylvania
– -$1.2M -32,440 Closed
XS
198
XR Securities
Illinois
– -$1.15M -31,029 Closed
PFA
199
Pinnacle Family Advisors
Missouri
– -$988K -26,730 Closed
VF
200
Virtu Financial
New York
– -$670K -18,115 Closed
5 6 7
8
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