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iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$145M
2
AC
2
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
SFI
5
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$214M
2
BCM
2
Brookstone Capital Management
Illinois
$8.71M
3
5L
3
55I LLC
Massachusetts
$29M
4
MC
4
McMorgan & Co
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
251
Intrua Financial
Texas
$306K -$7.19K -176 -2%
BFG
252
Barber Financial Group
Kansas
$302K +$302K +7,369 New
APC
253
Aspire Private Capital
North Carolina
$299K -$20.9K -511 -7%
AWA
254
Arkadios Wealth Advisors
Georgia
$293K +$293K +7,153 New
LPIC
255
LeJeune Puetz Investment Counsel
Michigan
$290K – – –
GRP
256
Global Retirement Partners
California
$290K +$290K +6,551 New
AAS
257
Ameritas Advisory Services
Nebraska
$290K +$290K +7,082 New
GAM
258
Griffin Asset Management
New York
$289K +$8.7K +213 +3%
William Blair & Company
259
William Blair & Company
Illinois
$287K +$68.8K +1,683 +32%
HCM
260
Hollencrest Capital Management
California
$286K -$4.51K -110 -2%
OLVIG
261
Oliver Lagore Vanvalin Investment Group
Michigan
$285K +$285K +6,958 New
BCP
262
Berkeley Capital Partners
Georgia
$283K +$283K +6,911 New
MFA
263
Mayflower Financial Advisors
Massachusetts
$277K – – –
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$275K -$4.97M -119,410 -95%
BAM
265
Belpointe Asset Management
Nevada
$275K -$359K -8,803 -57%
VCM
266
Virtue Capital Management
Tennessee
$272K -$188K -4,577 -41%
EWA
267
EverSource Wealth Advisors
Alabama
$266K +$25.7K +629 +11%
EL
268
Essex LLC
Illinois
$262K +$262K +6,398 New
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$260K +$260K +6,365 New
SHFA
270
SC&H Financial Advisors
Maryland
$256K +$256K +6,259 New
AP
271
Appleton Partners
Massachusetts
$256K +$256K +6,264 New
CIA
272
Capital Investment Advisors
Georgia
$255K -$18.4K -450 -7%
AA
273
Ancora Advisors
Ohio
$254K +$25.2K +616 +11%
APWA
274
Atlas Private Wealth Advisors
New Jersey
$254K +$254K +6,206 New
AF
275
Advisornet Financial
Minnesota
$250K +$82.2K +2,013 +49%
9 10
11
12 13