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iShares US Energy ETF
IYE

Overview Fund Activity

301 hedge funds and large institutions have $684M invested in iShares US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
45
Reduced
121
Closed
42
Calls
$1.11M
Puts
$470K
Net Calls
+$641K
Net Calls Change
-$173K

Top Buyers

1
BA
Bellwether Advisors
Nebraska
$9.17M
2
RSWM
Robertson Stephens Wealth Management
California
$5.04M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.41M
5
Goldman Sachs
Goldman Sachs
New York
$29.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.07M
2
TA
Townsend & Associates
Colorado
$0
3
Jane Street
Jane Street
New York
$0
4
EE
EWG Elevate
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
276
Oakworth Capital
Alabama
$6.74K – – –
PA
277
PSI Advisors
Florida
$6.59K – – –
VCM
278
Versant Capital Management
Arizona
$5.6K – – –
SC
279
SouthState Corp
Florida
$5.45K – – –
NIC
280
Northwest Investment Counselors
Oregon
$5.27K – – –
Legacy Financial Group (Iowa)
281
Legacy Financial Group (Iowa)
Iowa
$5.02K +$5.02K +106 New
WWP
282
WR Wealth Planners
Missouri
$4.79K – – –
BCA
283
Bray Capital Advisors
Florida
$4.74K – – –
CICI
284
Capital Investment Counsel Inc
North Carolina
$4.74K +$4.74K +100 New
WIM
285
Westside Investment Management
California
$4.51K – – –
FHA
286
First Horizon Advisors
Tennessee
$4.03K – – –
GWSG
287
GPS Wealth Strategies Group
Colorado
$4.03K – – –
IF
288
Integrity Financial
Wyoming
$4.03K – – –
BLC
289
Brown, Lisle/Cummings
Rhode Island
$3.51K – – –
TWP
290
TFO Wealth Partners
Ohio
$3.3K – – –
APC
291
Aspire Private Capital
North Carolina
$3.04K – – –
LOIP
292
Live Oak Investment Partners
Texas
$2.61K – – –
MIM
293
Macroview Investment Management
Maryland
$2.14K +$996 +21 +88%
GTAM
294
Global Trust Asset Management
Florida
$2.13K – – –
AW
295
Avion Wealth
Texas
$2K – – –
BCMLT
296
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.33K – – –
KFS
297
Kelly Financial Services
Massachusetts
$1.18K – – –
VNA
298
Valley National Advisers
Pennsylvania
$1K – – –
OLVIG
299
Oliver Lagore Vanvalin Investment Group
Michigan
$761 – – –
CIM
300
Contravisory Investment Management
Massachusetts
$617 +$617 +13 New
10 11
12
13 14