IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

131 hedge funds and large institutions have $1.54B invested in iShares US Energy ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
131
Holders Change
+9
Holders Change %
+7.38%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.32%
New
22
Increased
56
Reduced
28
Closed
13
Calls
$706K
Puts
$2.87M
Net Calls
-$2.16M
Net Calls Change
+$8.44M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$417M
2
BTS
2
BB&T Securities
Virginia
$180M
3
AssetMark Inc
3
AssetMark Inc
California
$116M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$111M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$21M
3
WA
3
WFG Advisors
Texas
$124K
4
JIP
4
Jaffetilchin Investment Partners
Florida
$525K
5
HFS
5
HL Financial Services
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$417M 8,182,483 +4,003,521 +96%
BTS
2
BB&T Securities
Virginia
$180M 353,892 +145,875 +70%
AssetMark Inc
3
AssetMark Inc
California
$116M 2,281,094 +1,100,894 +93%
FSIM
4
F-Squared Investment Management
Massachusetts
$111M 2,167,775 +795,189 +58%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M 2,113,547 +754,128 +55%
UCFA
6
United Capital Financial Advisors
Texas
$88.8M 1,742,094 +609,117 +54%
TFA
7
Transamerica Financial Advisors
Florida
$66.9M 1,312,750 +606,560 +86%
PI
8
Placemark Investments
Illinois
$54.6M 1,071,302 +91,818 +9%
Goldman Sachs
9
Goldman Sachs
New York
$38.1M 746,633 +178,120 +31%
Bank of America
10
Bank of America
North Carolina
$31.1M 610,888 -21,755 -3%
ANTB
11
AMG National Trust Bank
Colorado
$25.9M 508,069 +72,358 +17%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$25M 489,610 +121,580 +33%
SAM
13
Shamrock Asset Management
Texas
$24.3M 477,485 +193,569 +68%
PFS
14
Prospera Financial Services
Texas
$21.2M 415,126 +180,143 +77%
Morgan Stanley
15
Morgan Stanley
New York
$21M 412,607 -132,465 -24%
Wells Fargo
16
Wells Fargo
California
$20.1M 393,830 +105,130 +36%
AI
17
Atria Investments
North Carolina
$17.6M 344,324 +137,777 +67%
HP
18
HT Partners
Connecticut
$16.2M 317,789 +117,264 +58%
Deutsche Bank
19
Deutsche Bank
Germany
$14.8M 290,844 +62,720 +27%
LPL Financial
20
LPL Financial
California
$13.8M 270,913 +7,363 +3%
ACM
21
Aviance Capital Management
Florida
$11.7M 228,724 +228,517 +110,395%
U
22
UBS
Switzerland
$9.41M 184,545 +820 +0.4%
Citigroup
23
Citigroup
New York
$7.67M 150,513 +100,285 +200%
WI
24
WrapManager Inc
California
$7.6M 149,116 +35,619 +31%
CWA
25
Constellation Wealth Advisors
New York
$6.09M 119,462 +49,895 +72%
1
2 3 4 5