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iShares US Energy ETF
IYE

Overview Fund Activity

306 hedge funds and large institutions have $663M invested in iShares US Energy ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 139 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-31
Holders Change %
-9.2%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
23
Increased
61
Reduced
139
Closed
52
Calls
$1.43M
Puts
$613K
Net Calls
+$814K
Net Calls Change
+$105K

Top Buyers

1
TA
Townsend & Associates
Colorado
$12.8M
2
EE
EWG Elevate
California
$5.27M
3
Jane Street
Jane Street
New York
$8.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
$2.89M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$29M
2
Bank of America
Bank of America
North Carolina
$59.8M
3
SFI
SPC Financial Inc
Maryland
$827K
4
Ameriprise
Ameriprise
Minnesota
$8.24M
5
ASN
Advisory Services Network
Georgia
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
301
Guardian Wealth Advisors (North Carolina)
North Carolina
$557 – – –
OP
302
ORG Partners
Indiana
$550 +$550 +15 New
VWM
303
Venturi Wealth Management
Texas
$472 -$22.6K -526 -98%
FCMT
304
Founders Capital Management (Texas)
Texas
$386 – – –
FGAM
305
Financial Gravity Asset Management
Texas
$276 +$269 +6,275 +3,627%
WP
306
WealthPLAN Partners
Nebraska
$257 -$42K -980 -99%
SIS
307
Sound Income Strategies
Florida
$32 – – –
BHWM
308
Beaird Harris Wealth Management
Texas
$1 -$784 -18 Closed
HSBC Holdings
309
HSBC Holdings
United Kingdom
– -$3.85M -88,000 Closed
MOS
310
MGO One Seven
Ohio
– -$2.25M -51,472 Closed
OCM
311
One Capital Management
California
– -$1.56M -35,656 Closed
TFA
312
Teamwork Financial Advisors
Texas
– -$1.49M -34,059 Closed
AC
313
Allstate Corporation
Illinois
– -$1.38M -31,540 Closed
NF
314
Nikulski Financial
Iowa
– -$597K -13,638 Closed
MCC
315
Money Concepts Capital
Florida
– -$183K -11,343 Closed
JWCA
316
J.W. Cole Advisors
Florida
– -$492K -11,238 Closed
SXL
317
Summit X LLC
Missouri
– -$449K -10,270 Closed
CCWA
318
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$448K -10,229 Closed
TLFA
319
True Link Financial Advisors
California
– -$413K -9,434 Closed
OWA
320
One Wealth Advisors
California
– -$378K -8,630 Closed
GF
321
Gries Financial
Ohio
– -$347K -7,930 Closed
WDL
322
Well Done LLC
Michigan
– -$332K -7,587 Closed
SFO
323
Stokes Family Office
Louisiana
– -$320K -7,307 Closed
ATPW
324
Ashton Thomas Private Wealth
Arizona
– -$299K -6,842 Closed
PWMG
325
Provence Wealth Management Group
California
– -$293K -6,693 Closed
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