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iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
251
Ancora Advisors
Ohio
$9.64K -$3.15K -68 -25%
OIA
252
Optimum Investment Advisors
Illinois
$9.27K – – –
IWP
253
IAG Wealth Partners
Wisconsin
$8.34K – – –
AWM
254
Aberdeen Wealth Management
Illinois
$8.11K – – –
CWC
255
Carolinas Wealth Consulting
North Carolina
$8.08K – – –
AIM
256
Anchor Investment Management
South Carolina
$7.28K – – –
SIC
257
Salem Investment Counselors
North Carolina
$6.95K – – –
OC
258
Oakworth Capital
Alabama
$6.58K – – –
PA
259
PSI Advisors
Florida
$6.44K – – –
FGC
260
Financial Gravity Companies
Texas
$6.02K +$6.02K +130 New
CPG
261
Cornerstone Planning Group
New Jersey
$5.94K -$22.9K -498 -79%
VCM
262
Versant Capital Management
Arizona
$5.67K +$46 +1 +0.8%
SC
263
SouthState Corp
Florida
$5.33K – – –
CWP
264
Concord Wealth Partners
Virginia
$5.01K – – –
WWP
265
WR Wealth Planners
Missouri
$4.68K – – –
CICI
266
Capital Investment Counsel Inc
North Carolina
$4.63K – – –
BCA
267
Bray Capital Advisors
Florida
$4.63K – – –
WIM
268
Westside Investment Management
California
$4.4K – – –
GEA
269
Glen Eagle Advisors
New Jersey
$4.17K – – –
CAS
270
Coppell Advisory Solutions
Texas
$3.82K -$8.24K -179 -68%
BLC
271
Brown, Lisle/Cummings
Rhode Island
$3.43K – – –
JWA
272
JFS Wealth Advisors
Pennsylvania
$3.34K -$11.1K -239 -77%
APC
273
Aspire Private Capital
North Carolina
$2.85K – – –
IAIM
274
International Assets Investment Management
Florida
$2.14K +$2.09K +96,888 +4,085%
NP
275
NorthRock Partners
Minnesota
$1.53K – – –
9 10
11
12 13