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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avior Wealth Management
Nebraska
$195K +$141K +3,215 +258%
NIC
227
Northwest Investment Counselors
Oregon
$186K +$1.01K +23 +0.5%
MCC
228
Money Concepts Capital
Florida
$183K -$247K -15,310 -57%
BCWM
229
Bartlett & Co Wealth Management
Ohio
$177K +$13.3K +305 +8%
BC
230
Bartlett & Co
Ohio
$177K +$13.3K +305 +8%
IWP
231
Icon Wealth Partners
Texas
$176K +$176K +4,021 New
BAM
232
Belpointe Asset Management
Nevada
$174K -$22.7K -518 -12%
GRP
233
Global Retirement Partners
California
$166K -$26.1K -630 -14%
US Bancorp
234
US Bancorp
Minnesota
$160K -$3.54K -81 -2%
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$153K -$1.49K -34 -1%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$140K +$20.3K +464 +17%
IRC
237
Investors Research Corp
Georgia
$133K – – –
HCM
238
Hollencrest Capital Management
California
$130K -$2.1K -48 -2%
WTC
239
WhitTier Trust Company
Nevada
$120K – – –
BAM
240
Bellevue Asset Management
Washington
$119K +$131 +3 +0.1%
SWA
241
SOA Wealth Advisors
New York
$110K +$744 +17 +0.7%
KM
242
Kalos Management
Georgia
$109K +$22.3K +509 +26%
SG Americas Securities
243
SG Americas Securities
New York
$102K +$102K +2,323 New
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$101K – – –
Simplex Trading
245
Simplex Trading
Illinois
$97K +$97K +2,235 New
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
$94.6K -$248K -5,668 -72%
FFA
247
Farther Finance Advisors
California
$84.6K -$416K -9,498 -83%
MPCG
248
Matrix Private Capital Group
New York
$82.7K +$82.7K +1,890 New
VWM
249
Valley Wealth Managers
New Jersey
$73.8K -$875 -20 -1%
NF
250
Norwood Financial
Pennsylvania
$73.3K -$7.66K -175 -9%
8 9
10
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