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iShares US Energy ETF
IYE

Overview Fund Activity

313 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+58
Holders Change %
+22.75%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
72
Increased
152
Reduced
36
Closed
13
Calls
$3.47M
Puts
–
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$687M
2
Morgan Stanley
Morgan Stanley
New York
$189M
3
BlackRock
BlackRock
New York
$197M
4
LPL Financial
LPL Financial
California
$126M
5
B
Barings
North Carolina
$19M

Top Sellers

1
WA
WP Advisors
California
$0
2
RT
Rockland Trust
Massachusetts
$1.64M
3
BA
Ballew Advisors
Mississippi
$1.06M
4
EH
Equitable Holdings
New York
$2.18M
5
HNB
Huntington National Bank
Ohio
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
276
Barrett Asset Management
New York
$11K – – –
FRA
277
Front Row Advisors
California
$11K – – –
IWP
278
IAG Wealth Partners
Wisconsin
$11K – – –
JCM
279
Jacobi Capital Management
Pennsylvania
$11K +$11K +362 New
BWM
280
BerganKDV Wealth Management
Minnesota
$10K – – –
GI
281
Gradient Investments
Minnesota
$10K – – –
NSIM
282
North Star Investment Management
Illinois
$9K – – –
CWA
283
Clearview Wealth Advisors
Oregon
$9K +$58 +2 +0.6%
SWM
284
Sugarloaf Wealth Management
Georgia
$9K +$394 +14 +5%
DSC
285
Duncker Streett & Co
Missouri
$8K – – –
TFGT
286
TS Financial Group (TSFG)
Illinois
$7K – – –
WWM
287
Wagner Wealth Management
South Carolina
$7K – – –
CIAS
288
Capital Investment Advisory Services
North Carolina
$6K – – –
GLLW
289
Graves Light Lenhart Wealth
Virginia
$6K – – –
EIP
290
Ellis Investment Partners
Pennsylvania
$6K +$29 +1 +0.5%
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.24K -$4.95K -170 -49%
TFS
292
TrustCore Financial Services
Tennessee
$5K -$11.1K -400 -69%
FMP
293
Financial Management Professionals
Texas
$5K – – –
JMF
294
Johnson Midwest Financial
Iowa
$5K +$27 +1 +0.5%
GEA
295
Glen Eagle Advisors
New Jersey
$4.95K – – –
BMD
296
Better Money Decisions
New Mexico
$4K – – –
BBPWM
297
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
SIC
298
Salem Investment Counselors
North Carolina
$4K – – –
OC
299
Oakworth Capital
Alabama
$4K – – –
BW
300
Bison Wealth
Georgia
$4K +$4K +135 New
9 10 11
12
13