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iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$145M
2
AC
2
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
SFI
5
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$214M
2
BCM
2
Brookstone Capital Management
Illinois
$8.71M
3
5L
3
55I LLC
Massachusetts
$29M
4
MC
4
McMorgan & Co
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
326
TS Financial Group (TSFG)
Illinois
$35K – – –
NFSG
327
Newbridge Financial Services Group
Florida
$31K -$1.37K -33 -4%
IWP
328
IAG Wealth Partners
Wisconsin
$30K – – –
S
329
SignatureFD
Georgia
$29K +$29K +700 New
USGIU
330
U.S. Global Investors (USGI)
Texas
$29K +$29K +700 New
SSB
331
Sandy Spring Bank
Maryland
$27K -$451 -11 -2%
SLWA
332
San Luis Wealth Advisors
California
$25K +$25K +839 New
CIA
333
Choate Investment Advisors
Massachusetts
$22K – – –
BCMLT
334
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K +$21K +525 New
WWM
335
Wagner Wealth Management
South Carolina
$20K +$10K +233 +100%
IFAM
336
Institutional & Family Asset Management
Colorado
$19K +$11.9K +284 +168%
FRA
337
Front Row Advisors
California
$18K – – –
CWM
338
Cranbrook Wealth Management
Michigan
$17K – – –
TF
339
TimeScale Financial
Massachusetts
$17K +$17K +425 New
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$573 +14 +4%
Qube Research & Technologies (QRT)
341
Qube Research & Technologies (QRT)
United Kingdom
$14K -$2.26M -54,828 -99%
GI
342
Gradient Investments
Minnesota
$14K – – –
BWM
343
BerganKDV Wealth Management
Minnesota
$14K – – –
CWA
344
Clearview Wealth Advisors
Oregon
$13K +$82 +2 +0.6%
NSIM
345
North Star Investment Management
Illinois
$12K – – –
COCM
346
Charter Oak Capital Management
New Hampshire
$12K – – –
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$12K +$12K +291 New
LWA
348
Lenox Wealth Advisors
New York
$11K +$11K +255 New
AFG
349
Albion Financial Group
Utah
$11K +$11K +268 New
National Bank of Canada
350
National Bank of Canada
Quebec, Canada
$10K +$10K +247 New
12 13
14
15 16