iShares US Energy ETF
302 hedge funds and large institutions have $684M invested in iShares US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 122 reducing their positions, and 42 closing their positions.
136% more call options, than puts
Call options by funds: $1.11M | Put options by funds: $470K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.36% more ownership
Funds ownership: 49.08% → 50.44% (+1.4%)
3% more capital invested
Capital invested by funds: $663M → $684M (+$21M)
7% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 42
2% less funds holding
Funds holding: 307 → 302 (-5)
63% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 122
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$8.92M |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$4.87M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.57M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.08M |
| 5 |
Goldman Sachs
New York
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Townsend & Associates
Westminster,
Colorado
|
-$12.8M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$12.5M |
| 3 |
Jane Street
New York
|
-$8.76M |
| 4 |
EE
EWG Elevate
Roseville,
California
|
-$5.27M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.11M |
IYE Hedge Fund Activity: Q3 2023 in Review
302 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q3 2023, worth a combined $684M — up 3.2% from $663M a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of IYE and 39 opened new positions — a net loss of 3 holders — while 122 trimmed existing stakes and 45 added.
The largest buyer was Bellwether Advisors, opening a new position worth an estimated $8.92M. The largest seller was Townsend & Associates, exiting entirely with an estimated $12.8M sold.
- 302 institutional investors held iShares US Energy ETF (IYE) as of Q3 2023, down from 307 in Q2 2023.
- Funds reported $684M of iShares US Energy ETF stock for Q3 2023, up 3.2% quarter-over-quarter.
- 39 funds opened new iShares US Energy ETF positions in Q3 2023 and 42 closed out, a net change of -3 holders.
- The largest iShares US Energy ETF buyer in Q3 2023 was Bellwether Advisors, an estimated $8.92M added.
- The largest iShares US Energy ETF seller in Q3 2023 was Townsend & Associates, an estimated $12.8M sold.
Based on aggregated 13F filings for Q3 2023.