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iShares US Energy ETF
IYE

Overview Fund Activity

140 hedge funds and large institutions have $468M invested in iShares US Energy ETF in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 25 closing their positions.

Holders
140
Holders Change
+18
Holders Change %
+14.75%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
44
Increased
36
Reduced
41
Closed
25
Calls
$9.02M
Puts
$7.71M
Net Calls
+$1.31M
Net Calls Change
+$1.19M

Top Buyers

1
BA
1
BlackRock Advisors
Delaware
$112M
2
Bank of America
2
Bank of America
North Carolina
$47.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$38.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.2M
5
BIM
5
BlackRock Investment Management
Delaware
$28.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$318K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.09M
3
UCFA
3
United Capital Financial Advisors
Texas
$962K
4
CS
4
Credit Suisse
Switzerland
$1.07M
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BA
1
BlackRock Advisors
Delaware
$112M 2,495,693 +1,051,765 +73%
Bank of America
2
Bank of America
North Carolina
$47.1M 1,051,625 +412,126 +64%
Morgan Stanley
3
Morgan Stanley
New York
$38.7M 863,927 +388,003 +82%
ANTB
4
AMG National Trust Bank
Colorado
$32M 713,835 +145,394 +26%
BIM
5
BlackRock Investment Management
Delaware
$28.4M 633,118 +306,170 +94%
Goldman Sachs
6
Goldman Sachs
New York
$27M 603,186 +217,284 +56%
LPL Financial
7
LPL Financial
California
$26.7M 594,926 +215,278 +57%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.2M 406,763 +325,643 +401%
UBS Group
9
UBS Group
Switzerland
$11.6M 259,823 +259,823 New
Wells Fargo
10
Wells Fargo
California
$10.4M 232,613 -9,404 -4%
Creative Planning
11
Creative Planning
Kansas
$10.2M 227,782 +209,900 +1,174%
HCM
12
Hollencrest Capital Management
California
$9.88M 220,509 +220,509 New
Citigroup
13
Citigroup
New York
$6.77M 151,113 +50,066 +50%
V
14
Veritable
Delaware
$5.46M 121,885 +12,130 +11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.73M 83,244 -18,257 -18%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$3.49M 77,829 +72,673 +1,409%
VF
17
Virtu Financial
New York
$3.37M 75,250 +75,250 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.09M 68,997 -485,830 -88%
BTS
19
BB&T Securities
Virginia
$3M 6,691 +1,280 +24%
SCA
20
Stillwater Capital Advisors
Pennsylvania
$2.98M 66,386 +24,024 +57%
CC
21
Cassaday & Co
Virginia
$2.87M 63,969 +63,969 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2.76M 61,596 +10,072 +20%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$2.67M 59,563 -17,446 -23%
EC
24
Estate Counselors
Wisconsin
$2.65M 59,200 +59,200 New
RJA
25
Raymond James & Associates
Florida
$2.33M 51,984 -6,592 -11%
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