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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
226
Cooper Financial Group
California
$248K +$1.48K +49 +0.6%
C
227
CEDRUS
Colorado
$246K +$246K +8,187 New
FAIM
228
Financial Advocates Investment Management
Washington
$243K -$300K -10,180 -55%
VAS
229
Vestmark Advisory Solutions
Massachusetts
$243K +$23.4K +778 +11%
APC
230
Aspire Private Capital
North Carolina
$235K -$83.3K -2,770 -26%
IF
231
Intrua Financial
Texas
$231K -$58.2K -1,932 -20%
PA
232
PFG Advisors
Arizona
$227K +$227K +7,529 New
CCA
233
Cadent Capital Advisors
Oklahoma
$226K – – –
Jane Street
234
Jane Street
New York
$219K -$6.12K -203 -3%
APA
235
American Portfolios Advisors
New York
$218K -$317K -10,519 -59%
FCA
236
FinTrust Capital Advisors
South Carolina
$216K -$86.9K -2,889 -29%
LPIC
237
LeJeune Puetz Investment Counsel
Michigan
$214K – – –
RFM
238
Royal Fund Management
Florida
$214K +$214K +7,121 New
HCM
239
Hollencrest Capital Management
California
$213K – – –
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$210K +$78.6K +2,617 +60%
CCC
241
Crescent Capital Consulting
Louisiana
$209K – – –
T
242
TCWP
Ohio
$209K +$209K +6,955 New
ACP
243
Aveo Capital Partners
Colorado
$206K +$206K +6,852 New
GAM
244
Griffin Asset Management
New York
$206K +$206K +6,859 New
MFA
245
Mayflower Financial Advisors
Massachusetts
$203K +$203K +6,760 New
CIA
246
Capital Investment Advisors
Georgia
$201K +$201K +6,691 New
CC
247
Cassaday & Co
Virginia
$180K +$3.01K +100 +2%
TIM
248
Tevis Investment Management
Texas
$176K +$176K +5,869 New
EWA
249
EverSource Wealth Advisors
Alabama
$176K +$176K +5,872 New
GFP
250
Gryphon Financial Partners
Ohio
$168K – – –
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10
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