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iShares US Energy ETF
IYE

Overview Fund Activity

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
301
Aspire Private Capital
North Carolina
$2.83K – – –
LOIP
302
Live Oak Investment Partners
Texas
$2.47K -$2.61K – –
PCMC
303
Planning Capital Management Corporation
Pennsylvania
$2.21K +$2.21K +50 New
MIM
304
Macroview Investment Management
Maryland
$2K – – –
IGWM
305
ICA Group Wealth Management
Colorado
$1.97K +$1.97K +45 New
AAP
306
Arax Advisory Partners
Colorado
$1.68K +$1.68K +38 New
BCMLT
307
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.47K – – –
NP
308
NorthRock Partners
Minnesota
$1.46K +$1.46K +33 New
JWA
309
JFS Wealth Advisors
Pennsylvania
$1.41K +$1.41K +32 New
OLVIG
310
Oliver Lagore Vanvalin Investment Group
Michigan
$708 – – –
FCMT
311
Founders Capital Management (Texas)
Texas
$404 – – –
OP
312
ORG Partners
Indiana
$370 -$61 – –
CPA
313
Clear Point Advisors
New York
$153 +$153 +3 New
TWC
314
TD Waterhouse Canada
Ontario, Canada
$89 -$7.17K -161 -99%
T
315
TCWP
Ohio
– -$2.39M -50,492 Closed
AC
316
Allstate Corporation
Illinois
– -$1.96M -41,365 Closed
WA
317
Wealthstar Advisors
Texas
– -$1.07M -22,482 Closed
VCM
318
Virtue Capital Management
Tennessee
– -$689K -16,123 Closed
SI
319
Stephens Inc
Arkansas
– -$632K -13,327 Closed
FTUS
320
Flow Traders U.S.
New York
– -$475K -10,005 Closed
NW
321
NewEdge Wealth
Pennsylvania
– -$436K -9,191 Closed
HFW
322
Horizon Family Wealth
Illinois
– -$413K -8,707 Closed
SPC
323
Sigma Planning Corp
Michigan
– -$370K -7,795 Closed
Millennium Management
324
Millennium Management
New York
– -$350K -7,369 Closed
LWM
325
Liberty Wealth Management
California
– -$340K -7,175 Closed
11 12
13
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