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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
Bank of America
North Carolina
$101M
4
TA
Townsend & Associates
Colorado
$5.32M
5
CI
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$1.32M
2
BlackRock
BlackRock
New York
$74.4M
3
AC
Allstate Corporation
Illinois
$0
4
M&T Bank
M&T Bank
New York
$5.7M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
301
Norwood Financial
Pennsylvania
$86K – – –
AP
302
Advisors Preferred
Maryland
$84.7K +$84.7K +1,897 New
VWM
303
Valley Wealth Managers
New Jersey
$79.4K – – –
BC
304
Burleson & Co
California
$73.1K +$1.49K +32 +2%
CPG
305
Cornerstone Planning Group
New Jersey
$72.3K +$72.3K +1,528 New
CSWM
306
Cassady Schiller Wealth Management
Ohio
$72.1K +$72.1K +1,550 New
First Manhattan
307
First Manhattan
New York
$61.1K – – –
IGWM
308
ICA Group Wealth Management
Colorado
$60.7K +$60.7K +1,305 New
Citigroup
309
Citigroup
New York
$58.2K -$409K -8,800 -88%
AWM
310
Avior Wealth Management
Nebraska
$57.8K -$4.23K -91 -7%
AF
311
Advisornet Financial
Minnesota
$57.6K -$3.25K -70 -5%
HI
312
Harbour Investments
Wisconsin
$56.3K -$17.6K -379 -24%
EI
313
Ellevest Inc
New York
$55.1K +$55.1K +1,185 New
BWA
314
BDO Wealth Advisors
Florida
$53K – – –
S
315
SignatureFD
Georgia
$51.1K +$18.6K +400 +57%
AA
316
AlphaMark Advisors
Kentucky
$48K -$9.37K -200 -16%
EWA
317
EverSource Wealth Advisors
Alabama
$45.9K -$13.6K -293 -23%
TAM
318
Tucker Asset Management
Colorado
$44K – – –
TFGT
319
TS Financial Group (TSFG)
Illinois
$40K – – –
CSC
320
Caldwell Sutter Capital
California
$37.2K +$37.2K +800 New
CA
321
Clearstead Advisors
Ohio
$36.8K +$279 +6 +0.8%
FCA
322
Fortis Capital Advisors
Kansas
$36.7K +$36.7K +789 New
PTC
323
Private Trust Company
Ohio
$36K -$6.01K -128 -14%
NFSG
324
Newbridge Financial Services Group
Florida
$35.1K +$325 +7 +0.9%
KFS
325
Kelly Financial Services
Massachusetts
$35.1K -$3.07K -66 -8%
11 12
13
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