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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
276
Founders Financial Alliance
North Carolina
$43K +$5.96K +200 +16%
First Manhattan
277
First Manhattan
New York
$40K -$1.19K -40 -3%
SFC
278
SYM Financial Corp
Indiana
$35K – – –
BWA
279
BDO Wealth Advisors
Florida
$34K – – –
CCM
280
Covington Capital Management
California
$34K – – –
Fidelity Investments
281
Fidelity Investments
Massachusetts
$33K +$23.7K +803 +254%
HI
282
Harbour Investments
Wisconsin
$30K -$102K -3,392 -77%
TAM
283
Tucker Asset Management
Colorado
$28.6K – – –
BA
284
Bivin & Associates
Oklahoma
$28K +$28K +927 New
TFGT
285
TS Financial Group (TSFG)
Illinois
$26K – – –
Optiver Holding
286
Optiver Holding
Netherlands
$24K – – –
SWM
287
Selective Wealth Management
Virginia
$24K +$24K +802 New
NFSG
288
Newbridge Financial Services Group
Florida
$23K -$2.45K -83 -10%
IWP
289
IAG Wealth Partners
Wisconsin
$22K +$11.1K +371 +102%
SSB
290
Sandy Spring Bank
Maryland
$20K +$329 +11 +2%
CIA
291
Choate Investment Advisors
Massachusetts
$16K +$16K +545 New
GWM
292
Geneos Wealth Management
Colorado
$15K -$60.4K -2,093 -80%
ACA
293
Aptus Capital Advisors
Alabama
$15K +$15K +499 New
FRA
294
Front Row Advisors
California
$14K – – –
CWM
295
Cranbrook Wealth Management
Michigan
$13K – – –
BAM
296
Barrett Asset Management
New York
$12K – – –
TCWM
297
Total Clarity Wealth Management
Illinois
$12K – – –
PFGIA
298
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$1.63K -56 -13%
BWM
299
BerganKDV Wealth Management
Minnesota
$11K – – –
CFB
300
Cullen/Frost Bankers
Texas
$11K +$11K +355 New
10 11
12
13 14