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iShares US Energy ETF
IYE

106 hedge funds and large institutions have $526M invested in iShares US Energy ETF in 2013 Q2 according to their latest regulatory filings, with 106 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

43.07% more ownership

Funds ownership: 0% → 43.07% (+43%)

24% less call options, than puts

Call options by funds: $6.88M | Put options by funds: $9.07M

Holders
106
Holders Change
+106
Holders Change %
–
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
106
Increased
–
Reduced
–
Closed
–
Calls
$6.88M
Puts
$9.07M
Net Calls
-$2.18M
Net Calls Change
-$2.18M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$101M +$102M +2,261,485 New
Bank of America
2
Bank of America
North Carolina
$50.8M +$51.5M +1,140,892 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43M +$43.6M +966,051 New
UCFA
4
United Capital Financial Advisors
Texas
$41.2M +$41.8M +925,293 New
GF
5
Genworth Financial
Virginia
$26.7M +$27.1M +599,890 New
PI
6
Placemark Investments
Illinois
$24.2M +$24.5M +543,131 New
Morgan Stanley
7
Morgan Stanley
New York
$23M +$23.3M +515,738 New
FSIM
8
F-Squared Investment Management
Massachusetts
$18.4M +$18.6M +412,654 New
ANTB
9
AMG National Trust Bank
Colorado
$17.2M +$17.5M +387,341 New
TFA
10
Transamerica Financial Advisors
Florida
$17M +$17.3M +382,075 New
SAM
11
Shamrock Asset Management
Texas
$13M +$13M +288,576 New
LPL Financial
12
LPL Financial
California
$12.2M +$12.3M +272,916 New
AI
13
Atria Investments
North Carolina
$11M +$11.2M +248,107 New
NA
14
Navellier & Associates
Nevada
$8.56M +$8.68M +192,142 New
U
15
UBS
Switzerland
$8.03M +$8.14M +180,296 New
PFS
16
Prospera Financial Services
Texas
$7.68M +$7.72M +170,940 New
JP Morgan Chase
17
JP Morgan Chase
New York
$7.5M +$7.6M +168,373 New
Wells Fargo
18
Wells Fargo
California
$7.42M +$7.53M +166,720 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$6.73M +$6.82M +151,069 New
Goldman Sachs
20
Goldman Sachs
New York
$6.09M +$6.18M +136,884 New
HP
21
HT Partners
Connecticut
$5.56M +$5.64M +124,936 New
V
22
Veritable
Delaware
$4.91M +$4.98M +110,338 New
SG Americas Securities
23
SG Americas Securities
New York
$4.32M +$4.38M +96,928 New
CS
24
Credit Suisse
Switzerland
$4.25M +$4.31M +95,381 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4M +$4.06M +89,823 New
1
2 3 4 5

IYE Hedge Fund Activity: Q2 2013 in Review

106 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q2 2013, worth a combined $526M.

Buyers outnumbered sellers: 106 funds opened new IYE positions and 0 closed out — a net gain of 106 holders — while 0 added to existing stakes and 0 trimmed.

  • 106 institutional investors held iShares US Energy ETF (IYE) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $526M of iShares US Energy ETF stock for Q2 2013.
  • 106 funds opened new iShares US Energy ETF positions in Q2 2013 and 0 closed out, a net change of +106 holders.

Based on aggregated 13F filings for Q2 2013.