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iShares US Energy ETF
IYE

Overview Fund Activity

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$41.7M
2
LPL Financial
LPL Financial
California
$29.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$10.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.7M
5
Morgan Stanley
Morgan Stanley
New York
$96.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$56.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.43M
4
BlackRock
BlackRock
New York
$64.5K
5
CIBC World Market
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.6K – – –
PA
227
Parallel Advisors
California
$43.7K – – –
LFG
228
Larson Financial Group
Missouri
$42.9K +$182 +4 +0.4%
HWA
229
HHM Wealth Advisors
Tennessee
$38.7K – – –
HI
230
Harbour Investments
Wisconsin
$38.6K +$5.79K +127 +18%
SIS
231
Sound Income Strategies
Florida
$38.4K – – –
CA
232
Clearstead Advisors
Ohio
$38K +$273 +6 +0.7%
MCM
233
MAI Capital Management
Ohio
$37.7K +$37.7K +828 New
FMP
234
Financial Management Professionals
Texas
$37.6K – – –
GCM
235
GKV Capital Management
California
$34.8K +$34.8K +764 New
AG
236
AmeriFlex Group
Nevada
$34.8K +$34.8K +748 New
CSC
237
Caldwell Sutter Capital
California
$33.7K – – –
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$33.2K – – –
JWA
239
JFS Wealth Advisors
Pennsylvania
$30.2K +$26.9K +591 +821%
KFI
240
Key Financial Inc
Pennsylvania
$27.3K +$27.3K +600 New
WP
241
WealthShield Partners
North Carolina
$26.3K -$45.6K -1,000 -63%
GWM
242
Geneos Wealth Management
Colorado
$26.2K – – –
CAWM
243
Capital A Wealth Management
Pennsylvania
$25.2K +$25.2K +553 New
BCMLT
244
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.5K +$182 +4 +0.8%
FFA
245
Founders Financial Alliance
North Carolina
$22.8K – – –
LFA
246
LGT Financial Advisors
Texas
$22.7K +$11.4K +251 +101%
AA
247
AlphaMark Advisors
Kentucky
$22K -$2.32K -50 -10%
LI
248
LRI Investments
Florida
$21.9K – – –
PFM
249
Phillips Financial Management
Indiana
$20.8K – – –
WSFS
250
Wilmington Savings Fund Society
Delaware
$20.8K – – –
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