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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
301
Sandy Spring Bank
Maryland
$26K – – –
BCMLT
302
Beacon Capital Management LLC (Tennessee)
Tennessee
$24K +$4.34K +116 +22%
TIM
303
Tevis Investment Management
Texas
$22K – – –
TF
304
TimeScale Financial
Massachusetts
$20K -$21.7K -538 -52%
OLVIG
305
Oliver Lagore Vanvalin Investment Group
Michigan
$18K -$139K -3,465 -89%
FCA
306
FinTrust Capital Advisors
South Carolina
$18K -$116K -2,672 -87%
FRA
307
Front Row Advisors
California
$18K – – –
BWM
308
BerganKDV Wealth Management
Minnesota
$14K – – –
IF
309
Integrity Financial
Wyoming
$14K – – –
PFM
310
Phillips Financial Management
Indiana
$14K +$14K +351 New
AF
311
Allworth Financial
California
$13K – – –
GI
312
Gradient Investments
Minnesota
$13K – – –
CWA
313
Clearview Wealth Advisors
Oregon
$13K +$160 +4 +1%
NSIM
314
North Star Investment Management
Illinois
$12K – – –
AFG
315
Albion Financial Group
Utah
$11K – – –
OPW
316
Oxler Private Wealth
New York
$10.6K +$118 +3 +1%
HS
317
Horan Securities
United States
$10K +$124 +3 +1%
WWM
318
Wagner Wealth Management
South Carolina
$9K – – –
LFG
319
Larson Financial Group
Missouri
$9K – – –
CIAS
320
Capital Investment Advisory Services
North Carolina
$8K – – –
ACA
321
Aptus Capital Advisors
Alabama
$8K – – –
CMP
322
Coston McIsaac & Partners
Maine
$8K – – –
EIP
323
Ellis Investment Partners
Pennsylvania
$8K +$109 +3 +1%
AWM
324
Aberdeen Wealth Management
Illinois
$7K – – –
BBPWM
325
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
11 12
13
14 15