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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
Bank of America
North Carolina
$101M
4
TA
Townsend & Associates
Colorado
$5.32M
5
CI
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$1.32M
2
BlackRock
BlackRock
New York
$74.4M
3
AC
Allstate Corporation
Illinois
$0
4
M&T Bank
M&T Bank
New York
$5.7M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
226
Sentinus LLC
Illinois
$301K -$27K -572 -8%
VA
227
Valmark Advisers
Ohio
$295K +$295K +6,349 New
SHFA
228
SC&H Financial Advisors
Maryland
$294K +$744 +16 +0.3%
CIA
229
Capital Investment Advisors
Georgia
$290K – – –
APWA
230
Atlas Private Wealth Advisors
New Jersey
$290K +$790 +17 +0.3%
FA
231
FDx Advisors
Illinois
$287K +$287K +6,184 New
CF
232
Centaurus Financial
California
$284K -$1.57M -33,775 -85%
Brown Advisory
233
Brown Advisory
Maryland
$283K +$283K +6,080 New
FCA
234
FLC Capital Advisors
California
$280K -$248K -5,337 -47%
TCA
235
Transcend Capital Advisors
New Jersey
$279K -$39.8K -857 -12%
ICP
236
Interchange Capital Partners
Pennsylvania
$279K +$279K +6,007 New
SFP
237
Sweet Financial Partners
Minnesota
$279K – – –
EL
238
Essex LLC
Illinois
$274K -$16.3K -350 -6%
CCWM
239
Cassaday & Co Wealth Management
Virginia
$274K +$274K +5,888 New
MYIA
240
Mount Yale Investment Advisors
Colorado
$272K -$42.8K -921 -14%
OFG
241
OmniStar Financial Group
North Carolina
$267K -$43.8K -942 -14%
MMPW
242
Mitchell McLeod Pugh & Williams
Alabama
$266K – – –
GFP
243
Gryphon Financial Partners
Ohio
$260K – – –
LWM
244
Laidlaw Wealth Management
New York
$260K +$260K +5,592 New
FWP
245
FAS Wealth Partners
Kansas
$258K +$5.25K +113 +2%
SHJ
246
Sharkey, Howes & Javer
Colorado
$258K -$308K -6,624 -54%
ACP
247
Aveo Capital Partners
Colorado
$258K -$4.79K -103 -2%
NCM
248
Next Capital Management
New York
$256K – – –
EG
249
Ellerson Group
Maryland
$256K +$256K +5,500 New
CCA
250
Cora Capital Advisors
New Jersey
$256K +$256K +5,500 New
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