iShares US Energy ETF
255 hedge funds and large institutions have $1.62B invested in iShares US Energy ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.
457% more capital invested
Capital invested by funds: $290M → $1.62B (+$1.33B)
364% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 22
213% more call options, than puts
Call options by funds: $887K | Put options by funds: $283K
55% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 40
45% more funds holding
Funds holding: 176 → 255 (+79)
33.95% more ownership
Funds ownership: 53.15% → 87.11% (+34%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$471M |
| 2 |
BlackRock
New York
|
+$133M |
| 3 |
LPL Financial
San Diego,
California
|
+$82.1M |
| 4 |
Morgan Stanley
New York
|
+$72.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$61.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.19M |
| 2 |
Goldman Sachs
New York
|
-$3.82M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.09M |
| 4 |
HF
HRT Financial
New York
|
-$1.72M |
| 5 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$1.14M |
IYE Hedge Fund Activity: Q1 2021 in Review
255 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q1 2021, worth a combined $1.62B — up 457% from $290M a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new IYE positions and 22 closed out — a net gain of 80 holders — while 62 added to existing stakes and 40 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $471M. The largest seller was Citadel Advisors, cutting an estimated $5.19M.
- 255 institutional investors held iShares US Energy ETF (IYE) as of Q1 2021, up from 176 in Q4 2020.
- Funds reported $1.62B of iShares US Energy ETF stock for Q1 2021, up 457% quarter-over-quarter.
- 102 funds opened new iShares US Energy ETF positions in Q1 2021 and 22 closed out, a net change of +80 holders.
- The largest iShares US Energy ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $471M added.
- The largest iShares US Energy ETF seller in Q1 2021 was Citadel Advisors, an estimated $5.19M sold.
Based on aggregated 13F filings for Q1 2021.