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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
251
Ancora Advisors
Ohio
$168K +$34K +1,129 +25%
KFS
252
Kelly Financial Services
Massachusetts
$164K -$19.3K -641 -11%
FWP
253
FAS Wealth Partners
Kansas
$161K +$3.28K +109 +2%
William Blair & Company
254
William Blair & Company
Illinois
$161K +$6.85K +227 +4%
US Bancorp
255
US Bancorp
Minnesota
$154K +$95K +3,150 +161%
NIC
256
Northwest Investment Counselors
Oregon
$134K +$134K +4,453 New
AF
257
Advisornet Financial
Minnesota
$124K -$10.8K -359 -8%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$117K -$5.27K -175 -4%
PCMC
259
Paragon Capital Management (Colorado)
Colorado
$108K +$108K +3,600 New
LC
260
Lindbrook Capital
California
$96K +$96K +3,190 New
IRC
261
Investors Research Corp
Georgia
$92K – – –
PO
262
Private Ocean
California
$91K -$30 -1 -0%
BAM
263
Bellevue Asset Management
Washington
$86K -$2.47K -82 -3%
AP
264
Advisors Preferred
Maryland
$85K +$85K +2,750 New
RPCONE
265
Retirement Planning Company of New England
Rhode Island
$84K +$84K +2,797 New
WTC
266
WhitTier Trust Company
Nevada
$82K – – –
LAS
267
Lloyd Advisory Services
Georgia
$82K +$75.4K +2,505 +1,144%
MP
268
McDonald Partners
Ohio
$79.5K +$79.5K +2,641 New
ACM
269
Absolute Capital Management
Pennsylvania
$79.5K +$79.5K +2,641 New
SWA
270
SOA Wealth Advisors
New York
$77K +$1.22K +41 +2%
CWP
271
Concord Wealth Partners
Virginia
$65K +$65K +2,157 New
NF
272
Norwood Financial
Pennsylvania
$59K +$59K +1,970 New
PP
273
Prosperity Planning
Missouri
$49K -$67K – –
CSWM
274
Cassady Schiller Wealth Management
Ohio
$47K +$47K +1,550 New
AA
275
AlphaMark Advisors
Kentucky
$46K -$30K -1,000 -40%
9 10
11
12 13