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iShares US Energy ETF
IYE

Overview Fund Activity

295 hedge funds and large institutions have $674M invested in iShares US Energy ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-12
Holders Change %
-3.91%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
92
Reduced
104
Closed
32
Calls
$811K
Puts
$58K
Net Calls
+$753K
Net Calls Change
-$962K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.5M
2
HF
2
HRT Financial
New York
$2.95M
3
PCH
3
PGIM Custom Harvest
New Jersey
$71.2M
4
GAG
4
Goodman Advisory Group
Massachusetts
$1.28M
5
AC
5
Allstate Corporation
Illinois
$1.22M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.38M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
276
Versant Capital Management
Arizona
$5.83K – – –
HPC
277
HM Payson & Co
Maine
$5.62K +$5.62K +117 New
SC
278
SouthState Corp
Florida
$5.52K -$5.9K -123 -52%
CWP
279
Concord Wealth Partners
Virginia
$5.18K -$3.36K -70 -39%
CC
280
Cypress Capital
Tennessee
$4.99K +$4.99K +104 New
WWP
281
WR Wealth Planners
Missouri
$4.85K – – –
CICI
282
Capital Investment Counsel Inc
North Carolina
$4.8K – – –
BCA
283
Bray Capital Advisors
Florida
$4.8K – – –
WIM
284
Westside Investment Management
California
$4.56K – – –
GEA
285
Glen Eagle Advisors
New Jersey
$4.32K -$5.28K -110 -55%
IF
286
Integrity Financial
Wyoming
$4.08K – – –
GWSG
287
GPS Wealth Strategies Group
Colorado
$4.08K – – –
LOIP
288
Live Oak Investment Partners
Texas
$3.89K – – –
BLC
289
Brown, Lisle/Cummings
Rhode Island
$3.55K – – –
APC
290
Aspire Private Capital
North Carolina
$2.95K – – –
BWL
291
Bogart Wealth LLC
Virginia
$2.54K +$2.54K +53 New
TWC
292
TD Waterhouse Canada
Ontario, Canada
$2.3K +$1.3K +27 +129%
NP
293
NorthRock Partners
Minnesota
$1.58K – – –
FHC
294
First Heartland Consultants
Missouri
$1.2K +$218 +4,548 +22%
MIM
295
Macroview Investment Management
Maryland
$1.01K -$1.2K -25 -54%
FCMT
296
Founders Capital Management (Texas)
Texas
$445 – – –
OP
297
ORG Partners
Indiana
$240 – – –
CPA
298
Clear Point Advisors
New York
$168 +$42 +1 +33%
D.E. Shaw & Co
299
D.E. Shaw & Co
New York
– -$5.12M -103,556 Closed
KWM
300
Kingsview Wealth Management
Oregon
– -$2.64M -53,365 Closed
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