IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$41.7M
2
LPL Financial
LPL Financial
California
$29.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$10.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.7M
5
Morgan Stanley
Morgan Stanley
New York
$96.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$56.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.43M
4
BlackRock
BlackRock
New York
$64.5K
5
CIBC World Market
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
276
IAG Wealth Partners
Wisconsin
$6.15K -$2.05K -45 -25%
PTC
277
Private Trust Company
Ohio
$5.79K +$5.79K +127 New
VCM
278
Versant Capital Management
Arizona
$5.61K +$46 +1 +0.8%
SC
279
SouthState Corp
Florida
$5.24K – – –
CWP
280
Concord Wealth Partners
Virginia
$4.92K – – –
WWP
281
WR Wealth Planners
Missouri
$4.6K – – –
HNW
282
High Note Wealth
Minnesota
$4.6K +$4.6K +101 New
CICI
283
Capital Investment Counsel Inc
North Carolina
$4.56K – – –
BCA
284
Bray Capital Advisors
Florida
$4.56K – – –
BA
285
Bellwether Advisors
Nebraska
$4.47K +$4.47K +98 New
FGC
286
Financial Gravity Companies
Texas
$4.42K -$1.5K -33 -25%
WIM
287
Westside Investment Management
California
$4.33K – – –
GEA
288
Glen Eagle Advisors
New Jersey
$4.1K – – –
Simplex Trading
289
Simplex Trading
Illinois
$4K +$4K +100 New
MHIP
290
Mountain Hill Investment Partners
New Jersey
$3.97K +$3.97K +87 New
GWSG
291
GPS Wealth Strategies Group
Colorado
$3.87K -$7.02K -154 -64%
CAS
292
Coppell Advisory Solutions
Texas
$3.73K – – –
BLC
293
Brown, Lisle/Cummings
Rhode Island
$3.37K – – –
MDA
294
Minot DeBlois Advisors
Massachusetts
$3.28K +$3.28K +72 New
NWWA
295
New Wave Wealth Advisors
Arkansas
$2.73K +$2.73K +60 New
GM
296
GeoWealth Management
Illinois
$2.14K +$1.28K +28 +147%
T
297
Transce3nd
Texas
$1.82K +$1.82K +40 New
NP
298
NorthRock Partners
Minnesota
$1.5K – – –
TWC
299
TD Waterhouse Canada
Ontario, Canada
$911 – – –
MAS
300
MPWM Advisory Solutions
Georgia
$911 +$911 +20 New
10 11
12
13 14