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iShares US Energy ETF
IYE

Overview Fund Activity

384 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$33.1M
2
B
Barings
North Carolina
$7.29M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.47M
4
Mariner
Mariner
Kansas
$5.36M
5
FIA
Foundations Investment Advisors
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
2
CIAS
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
Morgan Stanley
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
251
SC&H Financial Advisors
Maryland
$239K +$799 +21 +0.3%
EL
252
Essex LLC
Illinois
$238K -$5.71K -150 -2%
CIA
253
Capital Investment Advisors
Georgia
$238K – – –
APWA
254
Atlas Private Wealth Advisors
New Jersey
$237K +$229 +6 +0.1%
AP
255
Appleton Partners
Massachusetts
$235K -$3.81K -100 -2%
SFP
256
Sweet Financial Partners
Minnesota
$229K – – –
APA
257
American Portfolios Advisors
New York
$223K -$101K -2,656 -31%
SWM
258
Seaside Wealth Management
California
$222K +$222K +5,231 New
SCFS
259
S.C. Financial Services
Arizona
$221K -$151K -3,974 -41%
CAGAS
260
Capital Advisory Group Advisory Services
Minnesota
$221K +$40.4K +1,000 +22%
BCI
261
Brinker Capital Investments
Pennsylvania
$220K -$314K -8,222 -59%
BFEC
262
Benjamin F. Edwards & Company
Missouri
$220K -$175K -4,607 -44%
RFM
263
Royal Fund Management
Florida
$218K -$261K -6,860 -55%
MMPW
264
Mitchell McLeod Pugh & Williams
Alabama
$218K -$218K -5,715 -50%
GFP
265
Gryphon Financial Partners
Ohio
$213K – – –
SFG
266
Sovereign Financial Group
Connecticut
$212K -$106K -2,789 -33%
NCM
267
NCM Capital Management
New Jersey
$212K -$2.6K -68 -1%
NCM
268
Next Capital Management
New York
$209K -$1.53M -40,153 -88%
FWP
269
FAS Wealth Partners
Kansas
$207K +$1.67K +44 +0.8%
RIA
270
Realta Investment Advisors
Delaware
$204K -$26.8K -693 -12%
AL
271
Aspiriant LLC
California
$204K – – –
IGWM
272
ICA Group Wealth Management
Colorado
$203K -$1.95M -44,882 -91%
CFG
273
Cooper Financial Group
California
$201K -$122K -3,219 -38%
US Bancorp
274
US Bancorp
Minnesota
$195K – – –
AA
275
Ancora Advisors
Ohio
$181K -$54.7K -1,438 -23%
9 10
11
12 13