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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
Centerpoint Advisors
Massachusetts
$22K +$22K +493 New
FRA
277
Front Row Advisors
California
$20K – – –
PFM
278
Phillips Financial Management
Indiana
$20K +$4.64K +106 +30%
RCM
279
Raleigh Capital Management
North Carolina
$18.5K -$109K -2,490 -85%
RWM
280
Ruedi Wealth Management
Illinois
$18.2K +$18.2K +416 New
AA
281
Ancora Advisors
Ohio
$16.9K -$80.5K -1,839 -83%
FCA
282
FinTrust Capital Advisors
South Carolina
$15.9K – – –
EWA
283
EverSource Wealth Advisors
Alabama
$15.3K -$27.9K -638 -65%
CWP
284
Concord Wealth Partners
Virginia
$14.7K -$16.1K -368 -52%
GI
285
Gradient Investments
Minnesota
$14.7K – – –
CWA
286
Clearview Wealth Advisors
Oregon
$14.5K +$131 +3 +0.9%
NRC
287
New Republic Capital
North Carolina
$14.3K -$9.93K -227 -41%
NSIM
288
North Star Investment Management
Illinois
$13.1K – – –
AIM
289
Anchor Investment Management
South Carolina
$12.9K – – –
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$12.4K +$10.2K +233 +466%
PTC
291
Private Trust Company
Ohio
$10.9K -$22.7K -518 -68%
HS
292
Horan Securities
United States
$10.8K +$88 +2 +0.8%
LFG
293
Larson Financial Group
Missouri
$9.76K – – –
CIAS
294
Capital Investment Advisory Services
North Carolina
$9.41K – – –
Optiver Holding
295
Optiver Holding
Netherlands
$9.32K +$6.48K +148 +228%
ACA
296
Aptus Capital Advisors
Alabama
$9.19K – – –
BFEC
297
Benjamin F. Edwards & Company
Missouri
$9K -$218K -4,838 -96%
CMP
298
Coston McIsaac & Partners
Maine
$9K +$84 +2 +0.9%
OIA
299
Optimum Investment Advisors
Illinois
$8.75K +$3.68K +84 +72%
WWM
300
Wagner Wealth Management
South Carolina
$7.88K -$2.32K -53 -23%
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