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iShares US Energy ETF
IYE

Overview Fund Activity

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
251
Cornerstone Planning Group
New Jersey
$33.4K -$18.8K -427 -36%
FFA
252
Founders Financial Alliance
North Carolina
$32.8K – – –
CSC
253
Caldwell Sutter Capital
California
$32.6K -$2.65K -60 -8%
CWP
254
Concord Wealth Partners
Virginia
$31.1K – – –
AA
255
AlphaMark Advisors
Kentucky
$28K – – –
GWM
256
Geneos Wealth Management
Colorado
$27.1K – – –
TFGT
257
TS Financial Group (TSFG)
Illinois
$24K -$13.5K -311 -36%
SSB
258
Sandy Spring Bank
Maryland
$23.8K -$5.21K -118 -18%
TVAMP
259
Tennessee Valley Asset Management Partners
Tennessee
$22.8K +$22.8K +518 New
PFM
260
Phillips Financial Management
Indiana
$20.2K – – –
FRA
261
Front Row Advisors
California
$19.9K – – –
AA
262
Ancora Advisors
Ohio
$19.5K +$2.47K +56 +15%
NRC
263
New Republic Capital
North Carolina
$15.7K +$2.65K +60 +20%
AF
264
Allworth Financial
California
$14.3K -$2.78K -63 -16%
RWM
265
Ruedi Wealth Management
Illinois
$13.5K – – –
NSIM
266
North Star Investment Management
Illinois
$13.2K – – –
AIM
267
Anchor Investment Management
South Carolina
$13K – – –
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$12.5K – – –
HT
269
Headlands Technologies
Illinois
$11.7K +$11.7K +265 New
AC
270
AlphaCore Capital
California
$11.4K +$133 +3 +1%
DCM
271
Davis Capital Management
Florida
$10.1K +$10.1K +230 New
WIA
272
Wetzel Investment Advisors
Indiana
$10K +$10K +224 New
Citigroup
273
Citigroup
New York
$9.35K -$24.3K -551 -72%
AWM
274
Atticus Wealth Management
Florida
$9.31K +$9.31K +211 New
AWM
275
Able Wealth Management
New Jersey
$9.2K +$9.2K +208 New
9 10
11
12 13