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iShares US Energy ETF
IYE

Overview Fund Activity

107 hedge funds and large institutions have $886M invested in iShares US Energy ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
3.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.23%
New
13
Increased
51
Reduced
19
Closed
11
Calls
$6.58M
Puts
$11.2M
Net Calls
-$4.6M
Net Calls Change
-$2.42M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$154M
2
AssetMark Inc
2
AssetMark Inc
California
$41.6M
3
NA
3
Navellier & Associates
Nevada
$43.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$78.7M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$26.8M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
CS
2
Credit Suisse
Switzerland
$2.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.73M
4
SAM
4
Shamrock Asset Management
Texas
$12.4M
5
TRCT
5
Tower Research Capital (TRC)
New York
$833K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$154M 3,279,272 +1,017,787 +45%
BTS
2
BB&T Securities
Virginia
$91.8M 194,998 +28,792 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.7M 1,671,263 +705,212 +73%
Bank of America
4
Bank of America
North Carolina
$71M 1,507,079 +366,187 +32%
UCFA
5
United Capital Financial Advisors
Texas
$52.7M 1,117,855 +192,562 +21%
NA
6
Navellier & Associates
Nevada
$43.3M 920,056 +727,914 +379%
AssetMark Inc
7
AssetMark Inc
California
$41.6M 883,996 +883,996 New
PI
8
Placemark Investments
Illinois
$39.8M 844,432 +301,301 +55%
BFA
9
Beaumont Financial Advisors
Massachusetts
$26.8M 568,960 +568,960 New
TFA
10
Transamerica Financial Advisors
Florida
$25.9M 550,385 +168,310 +44%
Morgan Stanley
11
Morgan Stanley
New York
$24.8M 526,363 +10,625 +2%
FSIM
12
F-Squared Investment Management
Massachusetts
$22.6M 480,452 +67,798 +16%
ANTB
13
AMG National Trust Bank
Colorado
$19.5M 414,529 +27,188 +7%
Goldman Sachs
14
Goldman Sachs
New York
$18.7M 396,610 +259,726 +190%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$14.6M 311,008 +159,939 +106%
AI
16
Atria Investments
North Carolina
$14.1M 299,007 +50,900 +21%
LPL Financial
17
LPL Financial
California
$13.8M 287,578 +14,662 +5%
SAM
18
Shamrock Asset Management
Texas
$12.4M 263,880 -24,696 -9%
Wells Fargo
19
Wells Fargo
California
$9.86M 209,433 +42,713 +26%
PFS
20
Prospera Financial Services
Texas
$9.65M 203,455 +32,515 +19%
HP
21
HT Partners
Connecticut
$9.37M 198,978 +74,042 +59%
U
22
UBS
Switzerland
$8.61M 182,734 +2,438 +1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$5.73M 121,592 -46,781 -28%
V
24
Veritable
Delaware
$5.2M 110,338 – –
WI
25
WrapManager Inc
California
$4.9M 103,302 +28,884 +39%
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