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iShares US Energy ETF
IYE

Overview Fund Activity

180 hedge funds and large institutions have $507M invested in iShares US Energy ETF in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
62
Reduced
45
Closed
16
Calls
$519K
Puts
$558K
Net Calls
-$39K
Net Calls Change
-$901K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$159M
2
GC
2
Grimes & Company
Massachusetts
$8.68M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.68M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.84M
5
CFS
5
Commonwealth Financial Services
West Virginia
$3.35M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.79M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.4M
3
UBS Group
3
UBS Group
Switzerland
$19.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$16.3M
5
FAAS
5
First Allied Advisory Services
California
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$159M 3,822,439 +354,423 +10%
Morgan Stanley
2
Morgan Stanley
New York
$45.2M 1,087,168 +34,674 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.4M 659,692 -117,367 -15%
ANTB
4
AMG National Trust Bank
Colorado
$25.9M 623,478 -5,674 -0.9%
UBS Group
5
UBS Group
Switzerland
$19.3M 464,248 -88,422 -16%
LPL Financial
6
LPL Financial
California
$18.7M 443,265 +64,293 +17%
Wells Fargo
7
Wells Fargo
California
$16.7M 401,783 +54,654 +16%
UCFA
8
United Capital Financial Advisors
Texas
$16.3M 392,728 -79,015 -17%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$16M 386,247 +10,110 +3%
BA
10
BlackRock Advisors
Delaware
$9.86M 237,378 -2,717 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.84M 236,778 +93,239 +65%
GC
12
Grimes & Company
Massachusetts
$8.68M 208,988 +208,988 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.68M 208,943 +93,907 +82%
BIM
14
BlackRock Investment Management
Delaware
$6.56M 157,936 -23,301 -13%
V
15
Veritable
Delaware
$5.07M 121,941 +52 +0%
CS
16
Credit Suisse
Switzerland
$4.35M 104,644 +51,353 +96%
MFS
17
MSI Financial Services
Massachusetts
$4.32M 104,010 +57,431 +123%
SCA
18
Stillwater Capital Advisors
Pennsylvania
$3.86M 92,965 +18,504 +25%
Goldman Sachs
19
Goldman Sachs
New York
$3.79M 91,127 -146,090 -62%
RJA
20
Raymond James & Associates
Florida
$3.4M 81,744 +4,995 +7%
CFS
21
Commonwealth Financial Services
West Virginia
$3.35M 81,569 +79,009 +3,086%
HNB
22
Huntington National Bank
Ohio
– – – –
Ameriprise
23
Ameriprise
Minnesota
$2.85M 68,577 +7,999 +13%
SI
24
Stephens Inc
Arkansas
$2.82M 67,868 +21,871 +48%
TRCT
25
Tower Research Capital (TRC)
New York
$2.76M 66,334 -13,675 -17%
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