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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
251
FAS Wealth Partners
Kansas
$214K – – –
AL
252
Aspiriant LLC
California
$211K – – –
Fidelity Investments
253
Fidelity Investments
Massachusetts
$209K +$92.9K +2,359 +80%
CS
254
Credit Suisse
Switzerland
$207K +$207K +5,270 New
TWP
255
Tempus Wealth Planning
California
$204K +$204K +5,185 New
GWM
256
Greenwich Wealth Management
Connecticut
$204K +$204K +5,200 New
BAM
257
Belpointe Asset Management
Nevada
$202K +$18.5K +471 +10%
RIA
258
Realta Investment Advisors
Delaware
$195K -$12.4K -316 -6%
GRP
259
Global Retirement Partners
California
$194K -$205K -4,257 -51%
GWM
260
Geneos Wealth Management
Colorado
$191K +$39.1K +995 +26%
NIC
261
Northwest Investment Counselors
Oregon
$164K – – –
BCWM
262
Bartlett & Co Wealth Management
Ohio
$147K – – –
BC
263
Bartlett & Co
Ohio
$147K – – –
RCM
264
Raleigh Capital Management
North Carolina
$143K -$213K -5,411 -60%
US Bancorp
265
US Bancorp
Minnesota
$142K -$59.1K -1,502 -29%
National Bank of Canada
266
National Bank of Canada
Quebec, Canada
$138K +$128K +3,279 +1,328%
LC
267
Lindbrook Capital
California
$125K – – –
BWM
268
Baystate Wealth Management
Massachusetts
$124K -$451K -11,481 -78%
IRC
269
Investors Research Corp
Georgia
$120K – – –
TSWM
270
Tyler-Stone Wealth Management
Ohio
$111K – – –
BAM
271
Bellevue Asset Management
Washington
$111K +$41 +1 +0%
WTC
272
WhitTier Trust Company
Nevada
$108K – – –
SWA
273
SOA Wealth Advisors
New York
$107K – – –
AA
274
Ancora Advisors
Ohio
$97K -$89.3K -2,282 -48%
APA
275
American Portfolios Advisors
New York
$94.7K -$136K -3,451 -59%
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