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iShares US Energy ETF
IYE

Overview Fund Activity

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$41.7M
2
LPL Financial
LPL Financial
California
$29.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$10.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.7M
5
Morgan Stanley
Morgan Stanley
New York
$96.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$56.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.43M
4
BlackRock
BlackRock
New York
$64.5K
5
CIBC World Market
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
301
Ancora Advisors
Ohio
$729 -$8.75K -192 -92%
RWS
302
Retirement Wealth Solutions
Wisconsin
$683 +$683 +15 New
BWL
303
Bogart Wealth LLC
Virginia
$547 – – –
FCMT
304
Founders Capital Management (Texas)
Texas
$429 – – –
OP
305
ORG Partners
Indiana
$26 -$36 – –
IAIM
306
International Assets Investment Management
Florida
– -$2.14K -99,260 Closed
CIBC World Market
307
CIBC World Market
Ontario, Canada
– -$2.79M -60,120 Closed
FAM
308
Forte Asset Management
New York
– -$1.72M -37,085 Closed
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
– -$1.03M -22,153 Closed
Prudential Financial
310
Prudential Financial
New Jersey
– -$710K -15,319 Closed
GAG
311
Goodman Advisory Group
Massachusetts
– -$695K -15,002 Closed
CCWA
312
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$560K -12,080 Closed
WI
313
Wintrust Investments
Illinois
– -$260K -5,619 Closed
PCA
314
Prosperity Capital Advisors
Ohio
– -$206K -4,451 Closed
LF
315
Lantz Financial
Illinois
– -$202K -4,367 Closed
RA
316
RFG Advisory
Alabama
– -$202K -4,351 Closed
PMAM
317
Picton Mahoney Asset Management
Ontario, Canada
– -$181K -3,900 Closed
IWA
318
Icon Wealth Advisors
Texas
– -$121K -2,603 Closed
PS
319
Planned Solutions
California
– -$55.4K -1,195 Closed
NS
320
NBC Securities
Alabama
– -$49K -1,060 Closed
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
– -$14.4K -310 Closed
CWC
322
Carolinas Wealth Consulting
North Carolina
– -$8.08K -175 Closed
APC
323
Aspire Private Capital
North Carolina
– -$2.85K -61 Closed
MIM
324
Macroview Investment Management
Maryland
– -$974 -21 Closed
CPA
325
Clear Point Advisors
New York
– -$164 -4 Closed
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13
14