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iShares US Energy ETF
IYE

Overview Fund Activity

301 hedge funds and large institutions have $684M invested in iShares US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
45
Reduced
121
Closed
42
Calls
$1.11M
Puts
$470K
Net Calls
+$641K
Net Calls Change
-$173K

Top Buyers

1
BA
Bellwether Advisors
Nebraska
$9.17M
2
RSWM
Robertson Stephens Wealth Management
California
$5.04M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.41M
5
Goldman Sachs
Goldman Sachs
New York
$29.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.07M
2
TA
Townsend & Associates
Colorado
$0
3
Jane Street
Jane Street
New York
$0
4
EE
EWG Elevate
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
251
Front Row Advisors
California
$21.5K – – –
AF
252
Allworth Financial
California
$18.4K -$3.51K -74 -16%
AA
253
Ancora Advisors
Ohio
$18.3K – – –
FIA
254
FNY Investment Advisers
New York
$18K +$18K +400 New
EWA
255
EverSource Wealth Advisors
Alabama
$15.1K – – –
RWM
256
Ruedi Wealth Management
Illinois
$14.5K -$5.22K -110 -26%
NSIM
257
North Star Investment Management
Illinois
$14.2K – – –
NRC
258
New Republic Capital
North Carolina
$14.1K -$1.53K -32 -10%
AIM
259
Anchor Investment Management
South Carolina
$14K – – –
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$13.4K – – –
AC
261
AlphaCore Capital
California
$12.1K +$12.1K +254 New
BFEC
262
Benjamin F. Edwards & Company
Missouri
$12K – – –
GEA
263
Glen Eagle Advisors
New Jersey
$9.49K – – –
OIA
264
Optimum Investment Advisors
Illinois
$9.49K – – –
ACA
265
Aptus Capital Advisors
Alabama
$9.34K -$617 -13 -6%
FMP
266
Financial Management Professionals
Texas
$9K – – –
HCM
267
Highlander Capital Management
New Jersey
$9K +$9K +200 New
IWP
268
IAG Wealth Partners
Wisconsin
$8.54K – – –
BBPWM
269
Blue Bell Private Wealth Management
Pennsylvania
$8.49K – – –
AWM
270
Aberdeen Wealth Management
Illinois
$8.3K – – –
CMP
271
Coston McIsaac & Partners
Maine
$8K -$1.99K -43 -20%
CWC
272
Carolinas Wealth Consulting
North Carolina
$7.81K – – –
TWC
273
TD Waterhouse Canada
Ontario, Canada
$7.57K – – –
SIC
274
Salem Investment Counselors
North Carolina
$7.12K -$569 -12 -7%
PCM
275
Penserra Capital Management
California
$7K +$7K +152 New
9 10
11
12 13