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iShares US Energy ETF
IYE

Overview Fund Activity

305 hedge funds and large institutions have $1.9B invested in iShares US Energy ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-8
Holders Change %
-2.56%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
84
Reduced
129
Closed
31
Calls
$7.1M
Puts
–
Net Calls
+$7.1M
Net Calls Change
+$3.63M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$40.9M
2
HF
HRT Financial
New York
$3.89M
3
CIAS
CFS Investment Advisory Services
New Jersey
$3.44M
4
HPC
Hobart Private Capital
North Carolina
$3.92M
5
RA
RFG Advisory
Alabama
$1.46M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$560M
2
Morgan Stanley
Morgan Stanley
New York
$152M
3
Bank of America
Bank of America
North Carolina
$78.1M
4
B
Barings
North Carolina
$0
5
PAS
Park Avenue Securities
New York
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
301
Avion Wealth
Texas
$2K – – –
CA
302
Clearstead Advisors
Ohio
$1K -$360 -18 -26%
GTAM
303
Global Trust Asset Management
Florida
$1K – – –
HIA
304
Harbor Investment Advisory
Maryland
$1K +$1K +48 New
WIM
305
Westside Investment Management
California
$2 – – –
B
306
Barings
North Carolina
– -$19M -653,518 Closed
MSAM
307
Moloney Securities Asset Management
Missouri
– -$3.64M -125,123 Closed
FEM
308
Fulcrum Equity Management
Texas
– -$1.36M -46,733 Closed
TFA
309
Teamwork Financial Advisors
Texas
– -$1.28M -43,951 Closed
VAM
310
Verity Asset Management
North Carolina
– -$1.23M -42,405 Closed
ACM
311
AlphaStar Capital Management
North Carolina
– -$1.08M -40,414 Closed
TRCT
312
Tower Research Capital (TRC)
New York
– -$1.03M -35,534 Closed
NF
313
Nikulski Financial
Iowa
– -$844K -31,590 Closed
BCP
314
Berkeley Capital Partners
Georgia
– -$455K -15,655 Closed
CF
315
Centaurus Financial
California
– -$413K -14,198 Closed
SFS
316
Sowell Financial Services
Arkansas
– -$325K -11,165 Closed
RFM
317
Royal Fund Management
Florida
– -$273K -9,410 Closed
VC
318
Veracity Capital
Georgia
– -$252K -8,678 Closed
1WM
319
1900 Wealth Management
Texas
– -$235K -8,071 Closed
EWA
320
Evolution Wealth Advisors
Florida
– -$232K -7,980 Closed
OFG
321
OmniStar Financial Group
North Carolina
– -$230K -7,939 Closed
FHC
322
First Heartland Consultants
Missouri
– -$229K -7,870 Closed
DAS
323
Dynamic Advisor Solutions
Arizona
– -$226K -7,776 Closed
FA
324
FDx Advisors
Illinois
– -$220K -7,568 Closed
QC
325
QCM Cayman
Texas
– -$220K -7,559 Closed
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