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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
226
Mount Yale Investment Advisors
Colorado
$267K -$415K -10,545 -61%
OFG
227
OmniStar Financial Group
North Carolina
$262K +$262K +6,682 New
AP
228
Appleton Partners
Massachusetts
$261K +$18.7K +475 +8%
KWS
229
Keystone Wealth Services
California
$257K -$690K -17,562 -73%
TPWA
230
TRUE Private Wealth Advisors
Oregon
$256K +$7.6K +194 +3%
APC
231
Aspire Private Capital
North Carolina
$249K -$30K -764 -11%
SHFA
232
SC&H Financial Advisors
Maryland
$248K +$1.14K +29 +0.5%
EL
233
Essex LLC
Illinois
$246K – – –
CIA
234
Capital Investment Advisors
Georgia
$245K – – –
WEG
235
World Equity Group
Illinois
$245K -$531K -13,517 -68%
APWA
236
Atlas Private Wealth Advisors
New Jersey
$244K – – –
JPMorgan Chase & Co
237
JPMorgan Chase & Co
New York
$243K -$560K -14,249 -70%
FTS
238
Fifth Third Securities
Ohio
$240K +$240K +6,100 New
SG
239
StoneX Group
New York
$238K -$137K -3,470 -37%
IDA
240
Intelligence Driven Advisers
California
$237K +$237K +5,324 New
SFP
241
Sweet Financial Partners
Minnesota
$236K – – –
SWM
242
Seaside Wealth Management
California
$230K -$25.2K -517 -10%
CC
243
Copperleaf Capital
North Carolina
$228K +$228K +5,797 New
MMPW
244
Mitchell McLeod Pugh & Williams
Alabama
$225K – – –
GFPC
245
Global Financial Private Client
Florida
$223K -$272K -6,575 -55%
ACP
246
Aveo Capital Partners
Colorado
$222K -$138K -3,512 -38%
GFP
247
Gryphon Financial Partners
Ohio
$220K – – –
LWAC
248
Laurel Wealth Advisors (California)
California
$218K -$119K -3,028 -35%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$217K -$10.6K -269 -5%
NCM
250
Next Capital Management
New York
$216K – – –
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10
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