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iShares US Energy ETF
IYE

Overview Fund Activity

307 hedge funds and large institutions have $703M invested in iShares US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 123 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
75
Reduced
123
Closed
34
Calls
$1.86M
Puts
$143K
Net Calls
+$1.72M
Net Calls Change
+$1.46M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.48M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.3M
4
WI
4
Wintrust Investments
Illinois
$2.81M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.2M
3
PFS
3
Prospera Financial Services
Texas
$1.68M
4
RJA
4
Raymond James & Associates
Florida
$4.14M
5
FGAM
5
Financial Gravity Asset Management
Texas
$55.9K
Name Market Value Shares Shares
Change 		Shares
Change %
NF
226
Norwood Financial
Pennsylvania
$87.9K 1,780 – –
CSWM
227
Cassady Schiller Wealth Management
Ohio
$86.5K 1,750 – –
USGIU
228
U.S. Global Investors (USGI)
Texas
$84K 1,700 +1,700 New
FFA
229
Farther Finance Advisors
California
$83.7K 1,683 +202 +14%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$82.9K 1,667 +1,667 New
VWM
231
Valley Wealth Managers
New Jersey
$81K 1,639 – –
NB
232
NBT Bank
New York
$72.1K 1,460 -15 -1%
VWWMG
233
Vermillion & White Wealth Management Group
Pennsylvania
$65.3K 1,322 – –
NS
234
NBC Securities
Alabama
$63K 1,285 -125 -9%
AEPWM
235
Atlantic Edge Private Wealth Management
Florida
$56.3K 1,140 – –
FGAM
236
Financial Gravity Asset Management
Texas
$55.9K 1,223 -53,857 -98%
S
237
SignatureFD
Georgia
$54.3K 1,100 – –
IA
238
IFP Advisors
Florida
$53.6K 1,085 +11 +1%
LFA
239
LGT Financial Advisors
Texas
$52.8K 1,069 +63 +6%
PAG
240
Paladin Advisory Group
Iowa
$51K 1,025 – –
PA
241
Parallel Advisors
California
$47.3K 958 -606 -39%
TAM
242
Tucker Asset Management
Colorado
$46.9K 950 – –
SIS
243
Sound Income Strategies
Florida
$41.6K 842 – –
CA
244
Clearstead Advisors
Ohio
$40.1K 818 +4 +0.5%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$38.7K 784 +501 +177%
FFA
246
Founders Financial Alliance
North Carolina
$36.7K 743 – –
CSC
247
Caldwell Sutter Capital
California
$36.6K 740 – –
HI
248
Harbour Investments
Wisconsin
$35.6K 721 -397 -36%
CPG
249
Cornerstone Planning Group
New Jersey
$34.7K 717 -41 -5%
WP
250
WealthShield Partners
North Carolina
$32.2K 652 -2,099 -76%
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