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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
Bank of America
North Carolina
$101M
4
TA
Townsend & Associates
Colorado
$5.32M
5
CI
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$1.32M
2
BlackRock
BlackRock
New York
$74.4M
3
AC
Allstate Corporation
Illinois
$0
4
M&T Bank
M&T Bank
New York
$5.7M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
276
Guidance Point Advisors
Massachusetts
$202K +$202K +4,348 New
NIC
277
Northwest Investment Counselors
Oregon
$196K +$2.6K +56 +1%
CS
278
Comerica Securities
Michigan
$178K +$178K +3,828 New
BCWM
279
Bartlett & Co Wealth Management
Ohio
$174K – – –
BC
280
Bartlett & Co
Ohio
$174K – – –
US Bancorp
281
US Bancorp
Minnesota
$174K +$6.09K +131 +4%
BWM
282
Baystate Wealth Management
Massachusetts
$165K +$18.6K +401 +13%
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$164K – – –
AssetMark Inc
284
AssetMark Inc
California
$162K +$57.2K +1,230 +54%
BCM
285
Barometer Capital Management
Ontario, Canada
$149K +$149K +3,200 New
IRC
286
Investors Research Corp
Georgia
$142K – – –
HCM
287
Hollencrest Capital Management
California
$141K +$141K +3,029 New
RCM
288
Raleigh Capital Management
North Carolina
$135K -$33.2K -714 -20%
HWMA
289
Heritage Wealth Management (Arizona)
Arizona
$134K +$67.1K +1,443 +100%
TSWM
290
Tyler-Stone Wealth Management
Ohio
$132K +$744 +16 +0.6%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$128K -$119K -2,560 -48%
WTC
292
WhitTier Trust Company
Nevada
$127K – – –
BAM
293
Bellevue Asset Management
Washington
$126K +$324 +7 +0.3%
PPC
294
Park Place Capital
Alabama
$121K +$121K +2,599 New
SWA
295
SOA Wealth Advisors
New York
$116K -$11.9K -256 -9%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$107K – – –
AA
297
Ancora Advisors
Ohio
$103K -$11.7K -253 -10%
KM
298
Kalos Management
Georgia
$92.1K +$92.1K +1,982 New
PIMG
299
Patriot Investment Management Group
Tennessee
$91K +$91K +1,887 New
CAL
300
Capital Analysts LLC
Pennsylvania
$90K +$15.3K +330 +20%
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