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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
326
Baker Avenue Asset Management
California
$2.1K – – –
AW
327
Avion Wealth
Texas
$2K – – –
GTAM
328
Global Trust Asset Management
Florida
$1.97K – – –
BCMLT
329
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36K – – –
TCWA
330
Ten Capital Wealth Advisors
Washington
$1.18K +$306 +7 +35%
KFS
331
Kelly Financial Services
Massachusetts
$1.08K -$31.6K -729 -97%
MIM
332
Macroview Investment Management
Maryland
$1.05K – – –
VNA
333
Valley National Advisers
Pennsylvania
$1K – – –
BHWM
334
Beaird Harris Wealth Management
Texas
$784 – – –
GWANC
335
Guardian Wealth Advisors (North Carolina)
North Carolina
$569 – – –
SIS
336
Sound Income Strategies
Florida
$32 +$32 +1 New
FGAM
337
Financial Gravity Asset Management
Texas
$7 +$7 +173 New
PAS
338
Park Avenue Securities
New York
– -$14.6M -314,644 Closed
M&T Bank
339
M&T Bank
New York
– -$5.7M -122,653 Closed
CI
340
CPR Investments
Michigan
– -$4.52M -97,300 Closed
JC
341
JB Capital
Connecticut
– -$3.34M -71,757 Closed
MC
342
McMorgan & Co
California
– -$2.99M -64,300 Closed
AWM
343
Avaii Wealth Management
Wisconsin
– -$2.68M -57,549 Closed
Allianz Asset Management
344
Allianz Asset Management
Germany
– -$2.39M -51,490 Closed
BFA
345
BMS Financial Advisors
South Dakota
– -$1.53M -50,870 Closed
AI
346
Atria Investments
North Carolina
– -$1.99M -42,781 Closed
PFA
347
Pettinga Financial Advisors
Indiana
– -$1.94M -41,829 Closed
CW
348
CreativeOne Wealth
Kansas
– -$1.86M -39,896 Closed
DA
349
Detalus Advisors
Missouri
– -$1.44M -30,975 Closed
Prudential Financial
350
Prudential Financial
New Jersey
– -$1.32M -28,365 Closed
12 13
14
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