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iShares US Energy ETF
IYE

Overview Fund Activity

305 hedge funds and large institutions have $1.9B invested in iShares US Energy ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-8
Holders Change %
-2.56%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
84
Reduced
129
Closed
31
Calls
$7.1M
Puts
–
Net Calls
+$7.1M
Net Calls Change
+$3.63M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$40.9M
2
HF
HRT Financial
New York
$3.89M
3
CIAS
CFS Investment Advisory Services
New Jersey
$3.44M
4
HPC
Hobart Private Capital
North Carolina
$3.92M
5
RA
RFG Advisory
Alabama
$1.46M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$560M
2
Morgan Stanley
Morgan Stanley
New York
$152M
3
Bank of America
Bank of America
North Carolina
$78.1M
4
B
Barings
North Carolina
$0
5
PAS
Park Avenue Securities
New York
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
276
Wagner Wealth Management
South Carolina
$7K – – –
CIAS
277
Capital Investment Advisory Services
North Carolina
$6K – – –
LAS
278
Lloyd Advisory Services
Georgia
$6K +$5.15K +188 +606%
FDCDDQ
279
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.09K – – –
TFS
280
TrustCore Financial Services
Tennessee
$5K – – –
FMP
281
Financial Management Professionals
Texas
$5K – – –
GLLW
282
Graves Light Lenhart Wealth
Virginia
$5K – – –
JMF
283
Johnson Midwest Financial
Iowa
$5K +$53 +2 +1%
EIP
284
Ellis Investment Partners
Pennsylvania
$5K +$71 +3 +1%
IFAM
285
Institutional & Family Asset Management
Colorado
$5K +$5K +169 New
CPC
286
Consolidated Planning Corp
Georgia
$5K +$5K +170 New
MWM
287
Mascoma Wealth Management
New Hampshire
$5K +$5K +174 New
GEA
288
Glen Eagle Advisors
New Jersey
$4.8K – – –
AF
289
Allworth Financial
California
$4K -$40.5K -1,418 -91%
BW
290
Bison Wealth
Georgia
$4K – – –
SIC
291
Salem Investment Counselors
North Carolina
$4K – – –
BBPWM
292
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
OC
293
Oakworth Capital
Alabama
$4K – – –
BMD
294
Better Money Decisions
New Mexico
$4K +$58 +2 +1%
PA
295
PSI Advisors
Florida
$4K +$4K +139 New
SC
296
SouthState Corp
Florida
$3K – – –
CICI
297
Capital Investment Counsel Inc
North Carolina
$3K – – –
BCA
298
Bray Capital Advisors
Florida
$3K – – –
VCM
299
Versant Capital Management
Arizona
$3K – – –
COCM
300
Charter Oak Capital Management
New Hampshire
$2K – – –
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12
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