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iShares US Energy ETF
IYE

Overview Fund Activity

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$88K +$1.33K +30 +2%
MPCG
227
Matrix Private Capital Group
New York
$83.4K – – –
NF
228
Norwood Financial
Pennsylvania
$78.5K +$6.18K +140 +9%
PS
229
Principal Securities
Iowa
$78.4K +$78.4K +1,778 New
CSWM
230
Cassady Schiller Wealth Management
Ohio
$77.2K – – –
BWM
231
Baystate Wealth Management
Massachusetts
$76.9K +$76.9K +1,744 New
VWM
232
Valley Wealth Managers
New Jersey
$72.3K – – –
PA
233
Parallel Advisors
California
$69K -$133K -3,008 -66%
FFA
234
Farther Finance Advisors
California
$65.3K +$37.2K +843 +132%
NB
235
NBT Bank
New York
$65.1K +$65.1K +1,475 New
NS
236
NBC Securities
Alabama
$62K -$8.75K -199 -12%
VWWMG
237
Vermillion & White Wealth Management Group
Pennsylvania
$58.3K +$58.3K +1,322 New
PS
238
Planned Solutions
California
$52.7K +$52.7K +1,195 New
PWMG
239
Provence Wealth Management Group
California
$50.8K -$13.9K -315 -21%
AEPWM
240
Atlantic Edge Private Wealth Management
Florida
$50.3K +$50.3K +1,140 New
HI
241
Harbour Investments
Wisconsin
$49.3K +$1.24K +28 +3%
S
242
SignatureFD
Georgia
$48.5K – – –
IA
243
IFP Advisors
Florida
$47.4K -$62K -1,404 -57%
PAG
244
Paladin Advisory Group
Iowa
$45.2K – – –
LFA
245
LGT Financial Advisors
Texas
$44.4K +$21.5K +486 +93%
AF
246
Advisornet Financial
Minnesota
$43.4K -$5.03K -114 -10%
TAM
247
Tucker Asset Management
Colorado
$41.9K – – –
EWA
248
EverSource Wealth Advisors
Alabama
$40.3K +$26.3K +596 +187%
SIS
249
Sound Income Strategies
Florida
$37.1K +$37.1K +841 +84,100%
CA
250
Clearstead Advisors
Ohio
$35.9K -$34.8K -790 -49%
8 9
10
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