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iShares US Energy ETF
IYE

Overview Fund Activity

122 hedge funds and large institutions have $990M invested in iShares US Energy ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
122
Holders Change
+15
Holders Change %
+14.02%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
30
Increased
44
Reduced
29
Closed
12
Calls
$6.76M
Puts
$17.4M
Net Calls
-$10.6M
Net Calls Change
-$6M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$211M
2
FSIM
2
F-Squared Investment Management
Massachusetts
$69.3M
3
AssetMark Inc
3
AssetMark Inc
California
$59.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$11.5M

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$1.74M
2
Bank of America
2
Bank of America
North Carolina
$31.9M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$68.6M
5
AI
5
Atria Investments
North Carolina
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$211M 4,178,962 +899,690 +27%
BTS
2
BB&T Securities
Virginia
$105M 208,017 +13,019 +7%
FSIM
3
F-Squared Investment Management
Massachusetts
$69.3M 1,372,586 +892,134 +186%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$68.6M 1,359,419 -311,844 -19%
AssetMark Inc
5
AssetMark Inc
California
$59.6M 1,180,200 +296,204 +34%
UCFA
6
United Capital Financial Advisors
Texas
$57.2M 1,132,977 +15,122 +1%
PI
7
Placemark Investments
Illinois
$49.5M 979,484 +135,052 +16%
TFA
8
Transamerica Financial Advisors
Florida
$35.7M 706,190 +155,805 +28%
Bank of America
9
Bank of America
North Carolina
$31.9M 632,643 -874,436 -58%
Goldman Sachs
10
Goldman Sachs
New York
$28.7M 568,513 +171,903 +43%
Morgan Stanley
11
Morgan Stanley
New York
$27.5M 545,072 +18,709 +4%
ANTB
12
AMG National Trust Bank
Colorado
$22M 435,711 +21,182 +5%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$18.6M 368,030 +57,022 +18%
Wells Fargo
14
Wells Fargo
California
$14.6M 288,700 +79,267 +38%
SAM
15
Shamrock Asset Management
Texas
$14.3M 283,916 +20,036 +8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$13.5M 266,486 +266,486 New
LPL Financial
17
LPL Financial
California
$13.3M 263,550 -24,028 -8%
PFS
18
Prospera Financial Services
Texas
$11.9M 234,983 +31,528 +15%
Deutsche Bank
19
Deutsche Bank
Germany
$11.5M 228,124 +222,650 +4,067%
AI
20
Atria Investments
North Carolina
$10.4M 206,547 -92,460 -31%
HP
21
HT Partners
Connecticut
$10.1M 200,525 +1,547 +0.8%
U
22
UBS
Switzerland
$9.28M 183,725 +991 +0.5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$5.81M 114,977 -6,615 -5%
WI
24
WrapManager Inc
California
$5.73M 113,497 +10,195 +10%
WA
25
WFG Advisors
Texas
$5.66M 112,109 +8,784 +9%
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