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iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
226
Harbour Investments
Wisconsin
$33.4K – – –
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$32.8K -$12.5K -269 -28%
GWM
228
Geneos Wealth Management
Colorado
$26.6K – – –
BCMLT
229
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.7K -$1.44K -31 -5%
AA
230
AlphaMark Advisors
Kentucky
$24K – – –
LI
231
LRI Investments
Florida
$24K – – –
FFA
232
Founders Financial Alliance
North Carolina
$23.2K -$11.3K -243 -33%
PFM
233
Phillips Financial Management
Indiana
$21.2K – – –
WSFS
234
Wilmington Savings Fund Society
Delaware
$21.1K +$21.1K +456 New
FRA
235
Front Row Advisors
California
$20.9K – – –
AF
236
Advisornet Financial
Minnesota
$20.7K -$510 -11 -2%
TFGT
237
TS Financial Group (TSFG)
Illinois
$17K -$1.24K -26 -7%
IBOK
238
Independence Bank of Kentucky
Kentucky
$16.4K +$16.4K +353 New
SSB
239
Sandy Spring Bank
Maryland
$15.8K – – –
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$14.4K -$14K -303 -49%
RWM
241
Ruedi Wealth Management
Illinois
$14.2K – – –
NSIM
242
North Star Investment Management
Illinois
$13.9K – – –
AssetMark Inc
243
AssetMark Inc
California
$13.7K +$6.26K +135 +84%
NRC
244
New Republic Capital
North Carolina
$13.6K -$46 -1 -0.3%
LFA
245
LGT Financial Advisors
Texas
$11.5K +$1.44K +31 +14%
Russell Investments Group
246
Russell Investments Group
United Kingdom
$11.2K +$11.2K +242 New
GWSG
247
GPS Wealth Strategies Group
Colorado
$11.1K +$7.14K +154 +181%
DCM
248
Davis Capital Management
Florida
$10.7K – – –
LOIP
249
Live Oak Investment Partners
Texas
$10.5K -$3.89K – –
EWA
250
EverSource Wealth Advisors
Alabama
$10K -$21.1K -455 -68%
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10
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