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iShares US Energy ETF
IYE

Overview Fund Activity

295 hedge funds and large institutions have $674M invested in iShares US Energy ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-12
Holders Change %
-3.91%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
92
Reduced
104
Closed
32
Calls
$811K
Puts
$58K
Net Calls
+$753K
Net Calls Change
-$962K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.5M
2
HF
2
HRT Financial
New York
$2.95M
3
PCH
3
PGIM Custom Harvest
New Jersey
$71.2M
4
GAG
4
Goodman Advisory Group
Massachusetts
$1.28M
5
AC
5
Allstate Corporation
Illinois
$1.22M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.38M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
226
NBC Securities
Alabama
$50K -$10.6K -225 -18%
PAG
227
Paladin Advisory Group
Iowa
$49.2K – – –
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$46.2K -$32.6K -690 -41%
PA
229
Parallel Advisors
California
$46K – – –
TAM
230
Tucker Asset Management
Colorado
$45.6K – – –
LFG
231
Larson Financial Group
Missouri
$44.8K +$44.1K +918 +6,120%
HWA
232
HHM Wealth Advisors
Tennessee
$40.8K +$40.8K +849 New
SIS
233
Sound Income Strategies
Florida
$40.4K – – –
SFC
234
Strategic Financial Concepts
Texas
$40.1K +$40.1K +17,874 New
CA
235
Clearstead Advisors
Ohio
$39.5K +$240 +5 +0.6%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$37.6K – – –
FFA
237
Founders Financial Alliance
North Carolina
$35.7K – – –
CSC
238
Caldwell Sutter Capital
California
$35.5K – – –
HI
239
Harbour Investments
Wisconsin
$34.6K – – –
EWA
240
EverSource Wealth Advisors
Alabama
$32.9K +$21.9K +446 +198%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$29.4K +$14.5K +303 +98%
CPG
242
Cornerstone Planning Group
New Jersey
$28.5K -$4.09K -90 -13%
WP
243
WealthShield Partners
North Carolina
$27.7K -$3.6K -75 -12%
GWM
244
Geneos Wealth Management
Colorado
$27.6K -$1.92K -40 -7%
BCMLT
245
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.1K -$1.92K -40 -7%
AA
246
AlphaMark Advisors
Kentucky
$25K -$4.52K -95 -15%
LI
247
LRI Investments
Florida
$23K – – –
AF
248
Advisornet Financial
Minnesota
$22K -$8.26K -172 -27%
PFM
249
Phillips Financial Management
Indiana
$21.9K – – –
FRA
250
Front Row Advisors
California
$21.6K – – –
8 9
10
11 12