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iShares US Energy ETF
IYE

Overview Fund Activity

384 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$33.1M
2
B
Barings
North Carolina
$7.29M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.47M
4
Mariner
Mariner
Kansas
$5.36M
5
FIA
Foundations Investment Advisors
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
2
CIAS
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
Morgan Stanley
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$328K -$29.1K -766 -8%
LWAC
227
Laurel Wealth Advisors (California)
California
$327K -$255K -6,676 -44%
VCP
228
Verus Capital Partners
Arizona
$325K -$128K -3,355 -28%
MA
229
MCF Advisors
Kentucky
$318K – – –
GRP
230
Global Retirement Partners
California
$316K +$65.9K +1,727 +26%
HCM
231
Hollencrest Capital Management
California
$304K +$38.1K +1,000 +14%
KPWS
232
Kestra Private Wealth Services
Texas
$292K -$20.6K -542 -7%
AAS
233
Ameritas Advisory Services
Nebraska
$292K +$21.8K +571 +8%
FA
234
FDx Advisors
Illinois
$289K -$31.3K -822 -10%
WDL
235
Well Done LLC
Michigan
$289K – – –
WPWM
236
Windward Private Wealth Management
Kansas
$288K -$19.9K -523 -6%
CCA
237
Cadent Capital Advisors
Oklahoma
$286K – – –
MA
238
Mutual Advisors
Nebraska
$283K -$1.61M -42,312 -85%
VAS
239
Vestmark Advisory Solutions
Massachusetts
$281K -$50K -1,312 -15%
AWA
240
Arkadios Wealth Advisors
Georgia
$279K +$6.51K +171 +2%
APC
241
Aspire Private Capital
North Carolina
$271K -$7.28K -191 -3%
LPIC
242
LeJeune Puetz Investment Counsel
Michigan
$270K – – –
GAM
243
Griffin Asset Management
New York
$268K -$1.68K -44 -0.6%
William Blair & Company
244
William Blair & Company
Illinois
$264K -$3.82K -100 -1%
IA
245
IFG Advisory
Georgia
$261K -$171K -4,500 -40%
WWM
246
Western Wealth Management
Colorado
$260K -$111K -2,913 -30%
MFA
247
Mayflower Financial Advisors
Massachusetts
$258K – – –
QPWM
248
Quadrant Private Wealth Management
Pennsylvania
$257K -$166K -4,341 -39%
CF
249
Centaurus Financial
California
$251K -$576K -15,133 -70%
TPWA
250
TRUE Private Wealth Advisors
Oregon
$241K -$350K -9,209 -59%
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