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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
251
Cassady Schiller Wealth Management
Ohio
$67.8K – – –
BWA
252
BDO Wealth Advisors
Florida
$65.5K +$15.6K +357 +31%
First Manhattan
253
First Manhattan
New York
$54.5K -$3.06K -70 -5%
EI
254
Ellevest Inc
New York
$51.8K – – –
AF
255
Allworth Financial
California
$51.6K +$35.4K +808 +218%
TAM
256
Tucker Asset Management
Colorado
$50.4K +$8.75K +200 +21%
Citigroup
257
Citigroup
New York
$49.8K -$4.9K -112 -9%
PAG
258
Paladin Advisory Group
Iowa
$49.3K +$49.3K +1,127 New
S
259
SignatureFD
Georgia
$48.1K – – –
AF
260
Advisornet Financial
Minnesota
$47.8K -$6.39K -146 -12%
HI
261
Harbour Investments
Wisconsin
$47.7K -$5.34K -122 -10%
AA
262
AlphaMark Advisors
Kentucky
$45K – – –
WP
263
WealthPLAN Partners
Nebraska
$43.1K +$43.1K +986 New
TFGT
264
TS Financial Group (TSFG)
Illinois
$38K – – –
CSC
265
Caldwell Sutter Capital
California
$35K – – –
CA
266
Clearstead Advisors
Ohio
$34.9K +$306 +7 +0.9%
FCA
267
Fortis Capital Advisors
Kansas
$34.5K – – –
NFSG
268
Newbridge Financial Services Group
Florida
$33.2K +$88 +2 +0.3%
FFA
269
Founders Financial Alliance
North Carolina
$32.5K – – –
SSB
270
Sandy Spring Bank
Maryland
$28.8K – – –
BNP Paribas Financial Markets
271
BNP Paribas Financial Markets
France
$28.6K +$28.6K +654 New
PB
272
Pinnacle Bancorp
Nebraska
$27.9K +$27.9K +638 New
IGWM
273
ICA Group Wealth Management
Colorado
$25.4K -$31.7K -724 -55%
AP
274
Advisors Preferred
Maryland
$24.7K -$61.9K -1,356 -71%
VWM
275
Venturi Wealth Management
Texas
$23.5K +$23.5K +537 New
9 10
11
12 13