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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
326
Financial Management Professionals
Texas
$7K – – –
IWP
327
IAG Wealth Partners
Wisconsin
$7K – – –
TWC
328
TD Waterhouse Canada
Ontario, Canada
$6.75K – – –
HIA
329
Harbor Investment Advisory
Maryland
$6K -$1.21K -29 -17%
SIC
330
Salem Investment Counselors
North Carolina
$6K – – –
OC
331
Oakworth Capital
Alabama
$6K – – –
SC
332
SouthState Corp
Florida
$5K – – –
OIA
333
Optimum Investment Advisors
Illinois
$5K – – –
PA
334
PSI Advisors
Florida
$5K – – –
LS
335
Leelyn Smith
Illinois
$5K +$5K +124 New
VCM
336
Versant Capital Management
Arizona
$4K – – –
BCA
337
Bray Capital Advisors
Florida
$4K – – –
SWM
338
Selective Wealth Management
Virginia
$4K – – –
WWP
339
WR Wealth Planners
Missouri
$3.97K – – –
GEA
340
Glen Eagle Advisors
New Jersey
$3.54K -$4.32K -110 -55%
TWP
341
TFO Wealth Partners
Ohio
$3K – – –
GWSG
342
GPS Wealth Strategies Group
Colorado
$3K – – –
ACK
343
Andrew C. Karlinski
$3K – – –
BLC
344
Brown, Lisle/Cummings
Rhode Island
$2.91K – – –
EW
345
Element Wealth
Mississippi
$2K – – –
GTAM
346
Global Trust Asset Management
Florida
$2K – – –
AW
347
Avion Wealth
Texas
$2K – – –
JFGIW
348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +43 New
PWS
349
Paragon Wealth Strategies
Florida
$2K +$2K +44 New
ADL
350
Asset Dedication LLC
California
$2K +$2K +62 New
12 13
14
15 16