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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$42.8M
2
BCM
Brookstone Capital Management
Illinois
$16M
3
OWA
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
Bank of America
North Carolina
$88.7M
5
OC
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
Goldman Sachs
New York
$21M
3
BlackRock
BlackRock
New York
$180M
4
PA
Procyon Advisors
Connecticut
$2.96M
5
PAS
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Allworth Financial
California
$4K – – –
OC
327
Oakworth Capital
Alabama
$4K – – –
BW
328
Bison Wealth
Georgia
$4K – – –
PA
329
PSI Advisors
Florida
$4K – – –
CI
330
Cordant Inc
Oregon
$4K +$4K +123 New
SPA
331
Shore Point Advisors
New Jersey
$4K +$4K +142 New
LWM
332
Liberty Wealth Management
California
$3.36K -$3.14M -110,925 Closed
SC
333
SouthState Corp
Florida
$3K – – –
BCA
334
Bray Capital Advisors
Florida
$3K – – –
VCM
335
Versant Capital Management
Arizona
$3K – – –
SFM
336
Signet Financial Management
New Jersey
$3K +$3K +85 New
IF
337
Integrity Financial
Wyoming
$3K +$3K +85 New
RK
338
Rather & Kittrell
Tennessee
$3K +$3K +130 New
GEA
339
Glen Eagle Advisors
New Jersey
$2.71K -$2.41K -80 -47%
BLC
340
Brown, Lisle/Cummings
Rhode Island
$2.23K +$2.23K +74 New
CA
341
Clearstead Advisors
Ohio
$2K – – –
AW
342
Avion Wealth
Texas
$2K – – –
UB
343
UMB Bank
Missouri
$2K +$2K +65 New
ACK
344
Andrew C. Karlinski
$2K +$2K +74 New
GTAM
345
Global Trust Asset Management
Florida
$1K – – –
VNA
346
Valley National Advisers
Pennsylvania
$1K – – –
JWA
347
JFS Wealth Advisors
Pennsylvania
$1K +$1K +26 New
EWM
348
Evermay Wealth Management
Virginia
$1K +$1K +40 New
TCWA
349
Ten Capital Wealth Advisors
Washington
$1K +$1K +49 New
WIM
350
Westside Investment Management
California
$2 – – –
12 13
14
15 16