IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
Bank of America
North Carolina
$101M
4
TA
Townsend & Associates
Colorado
$5.32M
5
CI
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$1.32M
2
BlackRock
BlackRock
New York
$74.4M
3
AC
Allstate Corporation
Illinois
$0
4
M&T Bank
M&T Bank
New York
$5.7M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Apexium Financial
Texas
$253K -$89.5K -1,926 -26%
SWA
252
Stratos Wealth Advisors
Ohio
$252K -$119K -2,566 -32%
GFPC
253
Global Financial Private Client
Florida
$250K – – –
AL
254
Aspiriant LLC
California
$249K – – –
LWAC
255
Laurel Wealth Advisors (California)
California
$247K -$10.6K -227 -4%
GWM
256
Greenwich Wealth Management
Connecticut
$247K +$5.71K +123 +2%
BHWM
257
Bay Harbor Wealth Management
Maryland
$246K -$208K -4,475 -46%
CC
258
Copperleaf Capital
North Carolina
$243K -$26.1K -562 -10%
SG
259
StoneX Group
New York
$236K -$43.6K -937 -16%
BPA
260
Beacon Pointe Advisors
California
$236K +$236K +5,076 New
BFEC
261
Benjamin F. Edwards & Company
Missouri
$234K -$22.1K -475 -9%
FCBT
262
First Citizens Bank & Trust
North Carolina
$232K +$232K +5,000 New
FAM
263
Family Asset Management
South Carolina
$223K +$223K +4,804 New
FWCM
264
Ferguson Wellman Capital Management
Oregon
$223K +$223K +4,800 New
AWE
265
Avidian Wealth Enterprises
Texas
$222K +$222K +4,774 New
SWM
266
Seaside Wealth Management
California
$219K -$325 -7 -0.1%
GRP
267
Global Retirement Partners
California
$216K +$28.6K +616 +15%
VAS
268
Vestmark Advisory Solutions
Massachusetts
$214K +$214K +4,606 New
RIA
269
Realta Investment Advisors
Delaware
$213K -$17.1K -368 -7%
SCFS
270
S.C. Financial Services
Arizona
$213K +$213K +4,582 New
SWP
271
Stratos Wealth Partners
Ohio
$211K +$211K +4,535 New
BAM
272
Belpointe Asset Management
Nevada
$209K -$29.8K -640 -12%
HPM
273
Hoxton Planning & Management
West Virginia
$207K +$207K +4,442 New
NCM
274
NCM Capital Management
New Jersey
$206K +$206K +4,433 New
KOMWMG
275
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$203K +$203K +4,365 New
9 10
11
12 13