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iShares US Energy ETF
IYE

Overview Fund Activity

301 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, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
45
Reduced
121
Closed
42
Calls
$1.11M
Puts
$470K
Net Calls
+$641K
Net Calls Change
-$173K

Top Buyers

1
BA
Bellwether Advisors
Nebraska
$9.17M
2
RSWM
Robertson Stephens Wealth Management
California
$5.04M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.41M
5
Goldman Sachs
Goldman Sachs
New York
$29.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.07M
2
TA
Townsend & Associates
Colorado
$0
3
Jane Street
Jane Street
New York
$0
4
EE
EWG Elevate
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
301
Founders Capital Management (Texas)
Texas
$428 – – –
AWA
302
Authentikos Wealth Advisory
California
$237 +$237 +5 New
OP
303
ORG Partners
Indiana
$61 -$550 -15 Closed
SIS
304
Sound Income Strategies
Florida
$35 – – –
TA
305
Townsend & Associates
Colorado
– -$12.8M -281,423 Closed
Jane Street
306
Jane Street
New York
– -$8.76M -204,478 Closed
EE
307
EWG Elevate
California
– -$5.27M -123,090 Closed
PG
308
Prostatis Group
Maryland
– -$64.3K -64,260 Closed
HF
309
HRT Financial
New York
– -$2.19M -51,093 Closed
TRCT
310
Tower Research Capital (TRC)
New York
– -$1.91M -44,624 Closed
SW
311
SVB Wealth
Massachusetts
– -$1.54M -35,926 Closed
V
312
Veritable
Delaware
– -$1.27M -29,566 Closed
QIM
313
Quantitative Investment Management
Virginia
– -$1.21M -28,292 Closed
NL
314
NWAM LLC
Washington
– -$1.09M -25,338 Closed
TCM
315
Triumph Capital Management
Colorado
– -$938K -21,895 Closed
NA
316
Navellier & Associates
Nevada
– -$847K -19,781 Closed
SFS
317
Sowell Financial Services
Arkansas
– -$517K -12,088 Closed
AFG
318
Atomi Financial Group
New York
– -$423K -9,884 Closed
WCM
319
WealthBridge Capital Management
Ohio
– -$334K -7,800 Closed
JFG
320
JMG Financial Group
Illinois
– -$330K -7,696 Closed
WAL
321
W Advisors LLC
Tennessee
– -$306K -7,152 Closed
CWM
322
Centurion Wealth Management
Virginia
– -$297K -6,943 Closed
Cerity Partners
323
Cerity Partners
New York
– -$264K -6,164 Closed
GCA
324
Genesee Capital Advisors
New York
– -$242K -5,639 Closed
BPC
325
Banque Pictet & Cie
Switzerland
– -$239K -5,580 Closed
10 11 12
13
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