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iShares US Energy ETF
IYE

Overview Fund Activity

158 hedge funds and large institutions have $275M invested in iShares US Energy ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 27 closing their positions.

Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
42
Reduced
52
Closed
27
Calls
$309K
Puts
$401K
Net Calls
-$92K
Net Calls Change
-$57K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.8M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$3.25M
3
SXL
3
Summit X LLC
Missouri
$2.12M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.16M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.15M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.16M
4
EC
4
Estate Counselors
Wisconsin
$0
5
Wells Fargo
5
Wells Fargo
California
$7.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.8M 1,629,459 +614,119 +60%
Bank of America
2
Bank of America
North Carolina
$37.3M 1,051,319 -825,888 -44%
ANTB
3
AMG National Trust Bank
Colorado
$23.6M 664,270 +14,097 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16M 451,476 +51,329 +13%
UBS Group
5
UBS Group
Switzerland
$15.3M 430,323 +20,061 +5%
BlackRock
6
BlackRock
New York
$13.2M 371,550 -31,586 -8%
LPL Financial
7
LPL Financial
California
$12.1M 340,845 -49,017 -13%
Wells Fargo
8
Wells Fargo
California
$7.88M 222,057 -115,526 -34%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.86M 136,981 +3,594 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.49M 126,404 -62,770 -33%
V
11
Veritable
Delaware
$4.34M 122,152 – –
Ameriprise
12
Ameriprise
Minnesota
$3.67M 103,404 +30,339 +42%
VF
13
Virtu Financial
New York
$3.26M 91,912 +27,786 +43%
SMFG
14
Sumitomo Mitsui Financial Group
Japan
$3.25M 91,417 +91,417 New
SC
15
Scotia Capital
Ontario, Canada
$2.41M 67,777 +2,497 +4%
Goldman Sachs
16
Goldman Sachs
New York
$2.33M 65,510 -15,357 -19%
HNB
17
Huntington National Bank
Ohio
– – – –
SXL
18
Summit X LLC
Missouri
$2.12M 59,597 +59,597 New
Citadel Advisors
19
Citadel Advisors
Florida
$2.11M 59,416 +27,039 +84%
RJA
20
Raymond James & Associates
Florida
$2M 56,316 -8,459 -13%
Creative Planning
21
Creative Planning
Kansas
$1.97M 55,394 -5,148 -9%
OC
22
Oppenheimer & Co
New York
$1.82M 51,318 -3,991 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.77M 49,877 +596 +1%
FAAS
24
First Allied Advisory Services
California
$1.73M 48,675 +11,795 +32%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.71M 48,186 +7,796 +19%
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