IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

307 hedge funds and large institutions have $703M invested in iShares US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 123 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
75
Reduced
123
Closed
34
Calls
$1.86M
Puts
$143K
Net Calls
+$1.72M
Net Calls Change
+$1.46M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.48M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.3M
4
WI
4
Wintrust Investments
Illinois
$2.81M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.2M
3
PFS
3
Prospera Financial Services
Texas
$1.68M
4
RJA
4
Raymond James & Associates
Florida
$4.14M
5
FGAM
5
Financial Gravity Asset Management
Texas
$55.9K
Name Market Value Shares Shares
Change 		Shares
Change %
NP
301
NorthRock Partners
Minnesota
$1.63K 33 – –
TWC
302
TD Waterhouse Canada
Ontario, Canada
$1.06K 21 +19 +950%
OLVIG
303
Oliver Lagore Vanvalin Investment Group
Michigan
$792 16 – –
HGERS
304
Householder Group Estate & Retirement Specialist
Arizona
$790 16 +16 New
LFG
305
Larson Financial Group
Missouri
$741 15 +15 New
FCMT
306
Founders Capital Management (Texas)
Texas
$455 9 – –
SAM
307
Smartleaf Asset Management
Massachusetts
$342 7 +7 New
CPA
308
Clear Point Advisors
New York
$172 3 – –
WMWM
309
Whitaker-Myers Wealth Managers
Ohio
– – -25,249 Closed
JWS
310
Juncture Wealth Strategies
Arizona
– – -22,546 Closed
BFG
311
Buttonwood Financial Group
Missouri
– – -17,361 Closed
MFG
312
Merit Financial Group
Georgia
– – -15,058 Closed
AWM
313
AE Wealth Management
Kansas
– – -14,897 Closed
MSAM
314
Moloney Securities Asset Management
Missouri
– – -12,005 Closed
KV
315
Kickstand Ventures
New York
– – -10,763 Closed
NL
316
NWAM LLC
Washington
– – -9,578 Closed
SB
317
Strategic Blueprint
Georgia
– – -9,350 Closed
TRCT
318
Tower Research Capital (TRC)
New York
– – -9,090 Closed
HF
319
HRT Financial
New York
– – -9,010 Closed
WA
320
Wealth Alliance
New York
– – -8,537 Closed
SVWG
321
Shared Vision Wealth Group
United States
– – -8,521 Closed
TWM
322
TSA Wealth Management
Texas
– – -8,363 Closed
TI
323
Trexquant Investment
Connecticut
– – -7,115 Closed
IAIM
324
International Assets Investment Management
Florida
– – -6,164 Closed
TCA
325
Transcend Capital Advisors
New Jersey
– – -5,371 Closed
10 11 12
13
14