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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
301
IAG Wealth Partners
Wisconsin
$7.88K – – –
BBPWM
302
Blue Bell Private Wealth Management
Pennsylvania
$7.83K – – –
AWM
303
Aberdeen Wealth Management
Illinois
$7.66K – – –
CWC
304
Carolinas Wealth Consulting
North Carolina
$7.63K – – –
TWC
305
TD Waterhouse Canada
Ontario, Canada
$7.44K – – –
SIC
306
Salem Investment Counselors
North Carolina
$7.09K +$525 +12 +8%
Commonwealth Equity Services
307
Commonwealth Equity Services
Massachusetts
$6.98K -$3.06K -69,826 -30%
OC
308
Oakworth Capital
Alabama
$6.21K – – –
PA
309
PSI Advisors
Florida
$6.08K – – –
VCM
310
Versant Capital Management
Arizona
$5.14K +$44 +1 +0.9%
SC
311
SouthState Corp
Florida
$5.03K – – –
WWP
312
WR Wealth Planners
Missouri
$4.42K – – –
BCA
313
Bray Capital Advisors
Florida
$4.38K – – –
WIM
314
Westside Investment Management
California
$4.16K – – –
GEA
315
Glen Eagle Advisors
New Jersey
$3.94K – – –
BWM
316
Baystate Wealth Management
Massachusetts
$3.73K -$153K -3,474 -98%
FHA
317
First Horizon Advisors
Tennessee
$3.72K -$395K -9,021 -99%
IF
318
Integrity Financial
Wyoming
$3.72K – – –
GWSG
319
GPS Wealth Strategies Group
Colorado
$3.72K +$3.72K +85 New
TWP
320
TFO Wealth Partners
Ohio
$3.37K -$1.84K -42 -35%
TF
321
TimeScale Financial
Massachusetts
$3.24K -$18.5K -423 -85%
BLC
322
Brown, Lisle/Cummings
Rhode Island
$3.24K – – –
OLVIG
323
Oliver Lagore Vanvalin Investment Group
Michigan
$2.88K -$4.36K -100 -60%
APC
324
Aspire Private Capital
North Carolina
$2.8K -$24.4K -559 -90%
BAAM
325
Baker Avenue Asset Management
California
$2.1K – – –
11 12
13
14 15