IYE icon

iShares US Energy ETF

139 hedge funds and large institutions have $571M invested in iShares US Energy ETF in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
139
Holders Change
Holders Change %
0%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
20
Increased
41
Reduced
45
Closed
17
Calls
$924K
Puts
$3.12M
Net Calls
-$2.2M
Net Calls Change
+$285K
Name Market Value Shares Shares
Change
Shares
Change %
TFA
1
Transamerica Financial Advisors
Florida
$72.7M 1,714,499 -420,309 -20%
RIG
2
RiverFront Investment Group
Virginia
$56.1M 1,322,853 +27,218 +2%
FSIM
3
F-Squared Investment Management
Massachusetts
$47M 1,109,432 -1,437,419 -56%
Bank of America
4
Bank of America
North Carolina
$45.9M 1,082,076 +41,427 +4%
Morgan Stanley
5
Morgan Stanley
New York
$36.6M 862,831 +94,027 +12%
ANTB
6
AMG National Trust Bank
Colorado
$34M 801,556 +58,092 +8%
Creative Planning
7
Creative Planning
Kansas
$29M 683,248 +42,826 +7%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$19.9M 473,246 +473,246 New
Wells Fargo
9
Wells Fargo
California
$19.6M 461,589 +16,053 +4%
RJA
10
Raymond James & Associates
Florida
$18.7M 441,777 +275,040 +165%
UBS Group
11
UBS Group
Switzerland
$16.7M 393,030 +48,592 +14%
LPL Financial
12
LPL Financial
California
$16.1M 388,814 -241,859 -38%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.4M 362,703 -160,382 -31%
Goldman Sachs
14
Goldman Sachs
New York
$10.8M 255,035 -27,226 -10%
BA
15
BlackRock Advisors
Delaware
$10.7M 252,299 -188,211 -43%
BIM
16
BlackRock Investment Management
Delaware
$10.6M 250,739 -8,767 -3%
SG Americas Securities
17
SG Americas Securities
New York
$8.55M 201,795 +85,042 +73%
BPC
18
Banque Pictet & Cie
Switzerland
$7.27M 171,600
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.04M 166,171 +7,458 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.46M 128,840 -4,969 -4%
V
21
Veritable
Delaware
$4.98M 117,380 -4,601 -4%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$4.66M 110,000 -90,000 -45%
PFS
23
Prospera Financial Services
Texas
$4.31M 101,619 -349,279 -77%
FIM
24
Foresters Investment Management
New York
$3.56M 84,000 +84,000 New
SCA
25
Stillwater Capital Advisors
Pennsylvania
$3.5M 82,514 -955 -1%