IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

306 hedge funds and large institutions have $663M invested in iShares US Energy ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 139 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-31
Holders Change %
-9.2%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
23
Increased
61
Reduced
139
Closed
52
Calls
$1.43M
Puts
$613K
Net Calls
+$814K
Net Calls Change
+$105K

Top Buyers

1
TA
Townsend & Associates
Colorado
$12.8M
2
EE
EWG Elevate
California
$5.27M
3
Jane Street
Jane Street
New York
$8.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
$2.89M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$29M
2
Bank of America
Bank of America
North Carolina
$59.8M
3
SFI
SPC Financial Inc
Maryland
$827K
4
Ameriprise
Ameriprise
Minnesota
$8.24M
5
ASN
Advisory Services Network
Georgia
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
226
Norwood Financial
Pennsylvania
$70.3K -$1.5K -35 -2%
VWM
227
Valley Wealth Managers
New Jersey
$70.2K -$2.06K -48 -3%
PG
228
Prostatis Group
Maryland
$64.3K +$64.3K +64,260 New
BWA
229
BDO Wealth Advisors
Florida
$64.1K – – –
CPG
230
Cornerstone Planning Group
New Jersey
$50.8K +$50.8K +1,185 New
Citigroup
231
Citigroup
New York
$48.8K -$43 -1 -0.1%
PAG
232
Paladin Advisory Group
Iowa
$48.3K – – –
FFA
233
Farther Finance Advisors
California
$47.7K -$35.1K -820 -42%
S
234
SignatureFD
Georgia
$47.1K – – –
AF
235
Advisornet Financial
Minnesota
$47K +$214 +5 +0.5%
HI
236
Harbour Investments
Wisconsin
$46.7K – – –
TAM
237
Tucker Asset Management
Colorado
$40.7K -$8.65K -202 -18%
AA
238
AlphaMark Advisors
Kentucky
$37K -$6.34K -150 -15%
TFGT
239
TS Financial Group (TSFG)
Illinois
$37K – – –
CA
240
Clearstead Advisors
Ohio
$34.4K +$171 +4 +0.5%
CSC
241
Caldwell Sutter Capital
California
$34.3K – – –
NFSG
242
Newbridge Financial Services Group
Florida
$32.1K -$343 -8 -1%
FFA
243
Founders Financial Alliance
North Carolina
$31.8K – – –
CWP
244
Concord Wealth Partners
Virginia
$30.2K +$15.8K +368 +109%
SSB
245
Sandy Spring Bank
Maryland
$28.2K – – –
FA
246
Fiduciary Alliance
South Carolina
$27.1K +$27.1K +632 New
GWM
247
Geneos Wealth Management
Colorado
$26.3K -$197K -4,599 -88%
First Manhattan
248
First Manhattan
New York
$25.3K -$28.1K -655 -53%
LFA
249
LGT Financial Advisors
Texas
$24.3K +$24.3K +568 New
BAAM
250
Baker Avenue Asset Management
California
$21.5K +$19.5K +454 +946%
8 9
10
11 12