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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
Bank of America
North Carolina
$101M
4
TA
Townsend & Associates
Colorado
$5.32M
5
CI
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$1.32M
2
BlackRock
BlackRock
New York
$74.4M
3
AC
Allstate Corporation
Illinois
$0
4
M&T Bank
M&T Bank
New York
$5.7M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
326
Founders Financial Alliance
North Carolina
$34.5K -$14.6K -313 -30%
BWM
327
BerganKDV Wealth Management
Minnesota
$33K +$16.7K +360 +103%
CWP
328
Concord Wealth Partners
Virginia
$32.8K +$32.8K +705 New
SSB
329
Sandy Spring Bank
Maryland
$30.6K – – –
FA
330
Fiduciary Alliance
South Carolina
$29.1K +$29.1K +625 New
APC
331
Aspire Private Capital
North Carolina
$29K -$266K -5,722 -90%
NRC
332
New Republic Capital
North Carolina
$25.8K +$25.8K +554 New
MWM
333
MinichMacGregor Wealth Management
New York
$25.5K +$25.5K +548 New
MPCL
334
My Personal CFO LLC
Washington
$22.7K +$22.7K +489 New
FRA
335
Front Row Advisors
California
$21K – – –
TF
336
TimeScale Financial
Massachusetts
$19.5K – – –
AF
337
Allworth Financial
California
$17.2K +$2.37K +51 +16%
PFM
338
Phillips Financial Management
Indiana
$16.3K – – –
FCA
339
FinTrust Capital Advisors
South Carolina
$15.9K -$3.39K -73 -18%
GI
340
Gradient Investments
Minnesota
$15.6K – – –
CWA
341
Clearview Wealth Advisors
Oregon
$15.3K +$140 +3 +0.9%
NSIM
342
North Star Investment Management
Illinois
$13.9K – – –
AIM
343
Anchor Investment Management
South Carolina
$13.7K +$13.7K +295 New
HS
344
Horan Securities
United States
$11.3K +$93 +2 +0.8%
WWM
345
Wagner Wealth Management
South Carolina
$10.8K – – –
LFG
346
Larson Financial Group
Missouri
$10.4K – – –
TWP
347
TFO Wealth Partners
Ohio
$10K +$3.54K +42 +55%
CIAS
348
Capital Investment Advisory Services
North Carolina
$10K – – –
ACA
349
Aptus Capital Advisors
Alabama
$9.76K +$604 +13 +7%
CA
350
Corrado Advisors
New Jersey
$9.1K +$9.1K +196 New
12 13
14
15 16