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iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$145M
2
AC
2
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
SFI
5
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$214M
2
BCM
2
Brookstone Capital Management
Illinois
$8.71M
3
5L
3
55I LLC
Massachusetts
$29M
4
MC
4
McMorgan & Co
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
276
Sweet Financial Partners
Minnesota
$246K +$246K +6,000 New
FCA
277
FinTrust Capital Advisors
South Carolina
$245K -$48.9K -1,196 -17%
RIA
278
Realta Investment Advisors
Delaware
$244K +$244K +5,966 New
Cerity Partners
279
Cerity Partners
New York
$243K +$243K +5,941 New
GSWM
280
Golden State Wealth Management
California
$234K +$234K +5,716 New
NCM
281
NCM Capital Management
New Jersey
$230K +$230K +5,620 New
GFP
282
Gryphon Financial Partners
Ohio
$229K – – –
FWP
283
FAS Wealth Partners
Kansas
$221K +$1.72K +42 +0.8%
Simplex Trading
284
Simplex Trading
Illinois
$219K +$212K +5,192 +3,019%
AL
285
Aspiriant LLC
California
$219K +$219K +5,356 New
GWM
286
Greenwich Wealth Management
Connecticut
$211K +$211K +5,168 New
US Bancorp
287
US Bancorp
Minnesota
$209K – – –
OFG
288
OmniStar Financial Group
North Carolina
$207K +$207K +5,060 New
SB
289
Strategic Blueprint
Georgia
$206K +$206K +5,033 New
Brown Advisory
290
Brown Advisory
Maryland
$205K +$205K +5,010 New
KFS
291
Kelly Financial Services
Massachusetts
$205K -$18.1K -442 -8%
CAGAS
292
Capital Advisory Group Advisory Services
Minnesota
$183K -$338K -8,268 -65%
NIC
293
Northwest Investment Counselors
Oregon
$183K +$859 +21 +0.5%
TIM
294
Tevis Investment Management
Texas
$160K -$81.2K -1,975 -34%
Koshinski Asset Management
295
Koshinski Asset Management
Illinois
$158K -$1.64K -40 -1%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$153K +$153K +3,750 New
BC
297
Bartlett & Co
Ohio
$153K +$153K +3,750 New
TSWM
298
Tyler-Stone Wealth Management
Ohio
$132K +$132K +3,226 New
LC
299
Lindbrook Capital
California
$131K – – –
Fidelity Investments
300
Fidelity Investments
Massachusetts
$131K +$85.4K +2,094 +187%
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12
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