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iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$145M
2
AC
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
Morgan Stanley
New York
$236M
5
SFI
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
BlackRock
New York
$214M
2
BCM
Brookstone Capital Management
Illinois
$8.71M
3
5L
55I LLC
Massachusetts
$29M
4
MC
McMorgan & Co
California
$0
5
Citadel Advisors
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
301
Investors Research Corp
Georgia
$125K – – –
PO
302
Private Ocean
California
$124K +$41 +1 +0%
LAS
303
Lloyd Advisory Services
Georgia
$122K +$10.5K +257 +9%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$121K +$121K +2,968 New
WTC
305
WhitTier Trust Company
Nevada
$112K – – –
BAM
306
Bellevue Asset Management
Washington
$111K -$6.25K -152 -5%
SWA
307
SOA Wealth Advisors
New York
$111K +$5.58K +137 +5%
GWM
308
Geneos Wealth Management
Colorado
$100K +$78.8K +1,936 +372%
CIAS
309
CFS Investment Advisory Services
New Jersey
$92K +$89.6K +3,652,827 +3,747%
CWP
310
Concord Wealth Partners
Virginia
$88K -$287 -7 -0.3%
AP
311
Advisors Preferred
Maryland
$83K -$31.1K -750 -27%
NF
312
Norwood Financial
Pennsylvania
$81K – – –
BNP Paribas Financial Markets
313
BNP Paribas Financial Markets
France
$77.7K +$77.7K +1,900 New
PP
314
Prosperity Planning
Missouri
$66K -$49K – –
PAG
315
Paladin Advisory Group
Iowa
$65K +$65K +1,577 New
FFA
316
Founders Financial Alliance
North Carolina
$60K +$1.34K +33 +2%
TAM
317
Tucker Asset Management
Colorado
$55.4K +$16.4K +401 +42%
First Manhattan
318
First Manhattan
New York
$54K -$1.23K -30 -2%
AA
319
AlphaMark Advisors
Kentucky
$50K -$12.5K -306 -20%
SFC
320
SYM Financial Corp
Indiana
$47K – – –
CCM
321
Covington Capital Management
California
$47K – – –
BWA
322
BDO Wealth Advisors
Florida
$47K – – –
BW
323
Bison Wealth
Georgia
$46K +$40.4K +978 +724%
AWM
324
Avior Wealth Management
Nebraska
$46K +$46K +1,135 New
BA
325
Bivin & Associates
Oklahoma
$38K – – –
11 12
13
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