IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
301
Gradient Investments
Minnesota
$10K – – –
CWA
302
Clearview Wealth Advisors
Oregon
$10K +$95 +3 +1%
QT
303
Quantbot Technologies
New York
$10K +$10K +362 New
NSIM
304
North Star Investment Management
Illinois
$9K – – –
COCM
305
Charter Oak Capital Management
New Hampshire
$9K +$7.19K +239 +398%
CCM
306
Chilton Capital Management
Texas
$9K +$9K +289 New
JFA
307
JNBA Financial Advisors
Minnesota
$9K +$9K +302 New
AWM
308
Abound Wealth Management
Tennessee
$8.55K +$8.55K +284 New
DSC
309
Duncker Streett & Co
Missouri
$8K – – –
CFA
310
Carroll Financial Associates
North Carolina
$8K +$8K +270 New
WWM
311
Wagner Wealth Management
South Carolina
$7K – – –
FMP
312
Financial Management Professionals
Texas
$6K – – –
CIAS
313
Capital Investment Advisory Services
North Carolina
$6K – – –
GLLW
314
Graves Light Lenhart Wealth
Virginia
$6K – – –
JMF
315
Johnson Midwest Financial
Iowa
$6K +$32 +1 +0.5%
EIP
316
Ellis Investment Partners
Pennsylvania
$6K +$56 +2 +0.9%
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.42K – – –
TWC
318
TD Waterhouse Canada
Ontario, Canada
$5.18K +$5.18K +162 New
Simplex Trading
319
Simplex Trading
Illinois
$5K -$21.2K -730 -81%
SIC
320
Salem Investment Counselors
North Carolina
$5K – – –
TFS
321
TrustCore Financial Services
Tennessee
$5K – – –
IFAM
322
Institutional & Family Asset Management
Colorado
$5K – – –
BBPWM
323
Blue Bell Private Wealth Management
Pennsylvania
$5K +$810 +29 +19%
HIA
324
Harbor Investment Advisory
Maryland
$5K +$3.53K +115 +240%
AWM
325
Aberdeen Wealth Management
Illinois
$5K +$5K +175 New
11 12
13
14 15