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iShares US Energy ETF
IYE

Overview Fund Activity

151 hedge funds and large institutions have $353M invested in iShares US Energy ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
151
Holders Change
+24
Holders Change %
+18.9%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
43
Increased
47
Reduced
34
Closed
18
Calls
$88K
Puts
$1.07M
Net Calls
-$984K
Net Calls Change
-$268K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26M
2
UBS Group
2
UBS Group
Switzerland
$29.9M
3
Bank of America
3
Bank of America
North Carolina
$57.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.1M
5
Wells Fargo
5
Wells Fargo
California
$14M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$4.41M
2
CC
2
Cassaday & Co
Virginia
$14.5M
3
ANTB
3
AMG National Trust Bank
Colorado
$21.8M
4
FMLI
4
Fukoku Mutual Life Insurance
Japan
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$57.7M 1,705,070 +264,481 +18%
Morgan Stanley
2
Morgan Stanley
New York
$35.9M 1,060,691 +45,509 +4%
UBS Group
3
UBS Group
Switzerland
$29.9M 883,726 +311,090 +54%
LPL Financial
4
LPL Financial
California
$26M 767,488 +381,569 +99%
ANTB
5
AMG National Trust Bank
Colorado
$21.8M 644,411 -136,485 -17%
CC
6
Cassaday & Co
Virginia
$14.5M 427,013 -348,590 -45%
Wells Fargo
7
Wells Fargo
California
$14M 412,072 +151,411 +58%
Goldman Sachs
8
Goldman Sachs
New York
$9.91M 292,808 +42,465 +17%
BA
9
BlackRock Advisors
Delaware
$8.22M 242,716 -19,144 -7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.1M 239,232 +168,877 +240%
BIM
11
BlackRock Investment Management
Delaware
$6.92M 204,464 -35,567 -15%
BPC
12
Banque Pictet & Cie
Switzerland
$5.81M 171,600 – –
VF
13
Virtu Financial
New York
$5.66M 167,038 +122,228 +273%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.75M 140,207 +19,699 +16%
V
15
Veritable
Delaware
$4.54M 134,156 +27,464 +26%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$4.54M 134,045 +134,045 New
Creative Planning
17
Creative Planning
Kansas
$4.41M 130,249 -1,176,074 -90%
FAAS
18
First Allied Advisory Services
California
$4.17M 122,982 +113,919 +1,257%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$4.06M 120,000 +120,000 New
HNB
20
Huntington National Bank
Ohio
– – – –
ACS
21
Archford Capital Strategies
Illinois
$3.58M 105,613 +105,613 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.33M 98,399 -118,810 -55%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.22M 95,132 +3,358 +4%
FWCM
24
Ferguson Wellman Capital Management
Oregon
$2.97M 87,785 +87,785 New
CIM
25
Cetera Investment Management
California
$2.87M 84,763 +84,763 New
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