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iShares US Energy ETF
IYE

Overview Fund Activity

313 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+58
Holders Change %
+22.75%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
72
Increased
152
Reduced
36
Closed
13
Calls
$3.47M
Puts
–
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$687M
2
Morgan Stanley
Morgan Stanley
New York
$189M
3
BlackRock
BlackRock
New York
$197M
4
LPL Financial
LPL Financial
California
$126M
5
B
Barings
North Carolina
$19M

Top Sellers

1
WA
WP Advisors
California
$0
2
RT
Rockland Trust
Massachusetts
$1.64M
3
BA
Ballew Advisors
Mississippi
$1.06M
4
EH
Equitable Holdings
New York
$2.18M
5
HNB
Huntington National Bank
Ohio
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
301
SouthState Corp
Florida
$3K – – –
CICI
302
Capital Investment Counsel Inc
North Carolina
$3K – – –
SCA
303
Stonebridge Capital Advisors
Minnesota
$3K – – –
BCA
304
Bray Capital Advisors
Florida
$3K – – –
VCM
305
Versant Capital Management
Arizona
$3K – – –
CG
306
Cutler Group
California
$2K -$16K -800 -89%
AW
307
Avion Wealth
Texas
$2K – – –
CA
308
Clearstead Advisors
Ohio
$2K – – –
COCM
309
Charter Oak Capital Management
New Hampshire
$2K – – –
GTAM
310
Global Trust Asset Management
Florida
$1K – – –
LAS
311
Lloyd Advisory Services
Georgia
$1K +$1K +31 New
WIM
312
Westside Investment Management
California
$2 – – –
WA
313
WP Advisors
California
– -$7.33M -279,285 Closed
Renaissance Technologies
314
Renaissance Technologies
New York
– -$338K -12,900 Closed
Millennium Management
315
Millennium Management
New York
– -$242K -9,238 Closed
IWS
316
Insight Wealth Strategies
California
– -$226K -8,633 Closed
NIC
317
Northwest Investment Counselors
Oregon
– -$115K -4,371 Closed
ADIM
318
Alpha DNA Investment Management
Maryland
– -$49K -1,877 Closed
EP
319
Eudaimonia Partners
Tennessee
– -$28K -1,069 Closed
IAIM
320
International Assets Investment Management
Florida
– -$16K -786 Closed
CAC
321
Certified Advisory Corp
Florida
– -$10K -371 Closed
QCG
322
Quadrant Capital Group
Ohio
– -$5K -189 Closed
AWM
323
Aberdeen Wealth Management
Illinois
– -$5K -175 Closed
MWM
324
Mascoma Wealth Management
New Hampshire
– -$5K -174 Closed
AWG
325
Altus Wealth Group
Colorado
– -$2K -65 Closed
9 10 11 12
13