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iShares US Energy ETF
IYE

Overview Fund Activity

306 hedge funds and large institutions have $663M invested in iShares US Energy ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 139 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-31
Holders Change %
-9.2%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
23
Increased
61
Reduced
139
Closed
52
Calls
$1.43M
Puts
$613K
Net Calls
+$814K
Net Calls Change
+$105K

Top Buyers

1
TA
Townsend & Associates
Colorado
$12.8M
2
EE
EWG Elevate
California
$5.27M
3
Jane Street
Jane Street
New York
$8.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.92M
5
Citadel Advisors
Citadel Advisors
Florida
$2.89M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$29M
2
Bank of America
Bank of America
North Carolina
$59.8M
3
SFI
SPC Financial Inc
Maryland
$827K
4
Ameriprise
Ameriprise
Minnesota
$8.24M
5
ASN
Advisory Services Network
Georgia
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Procyon Advisors
Connecticut
– -$287K -6,565 Closed
VAS
327
Vestmark Advisory Solutions
Massachusetts
– -$282K -6,457 Closed
APWA
328
Atlas Private Wealth Advisors
New Jersey
– -$273K -6,237 Closed
FA
329
FDx Advisors
Illinois
– -$287K -6,184 Closed
EL
330
Essex LLC
Illinois
– -$274K -5,898 Closed
CCWM
331
Cassaday & Co Wealth Management
Virginia
– -$258K -5,888 Closed
Bank of New York Mellon
332
Bank of New York Mellon
New York
– -$257K -5,869 Closed
JSW
333
Journey Strategic Wealth
New Jersey
– -$242K -5,524 Closed
FIA
334
Foundations Investment Advisors
Arizona
– -$235K -5,383 Closed
AL
335
Aspiriant LLC
California
– -$234K -5,356 Closed
LWA
336
Lineweaver Wealth Advisors
Ohio
– -$235K -5,352 Closed
KWS
337
Keystone Wealth Services
California
– -$225K -5,134 Closed
SCA
338
Snowden Capital Advisors
New York
– -$224K -5,112 Closed
AF
339
Apexium Financial
Texas
– -$211K -4,821 Closed
LWM
340
Laidlaw Wealth Management
New York
– -$210K -4,809 Closed
CAS
341
Coppell Advisory Solutions
Texas
– -$208K -4,789 Closed
SWM
342
Seaside Wealth Management
California
– -$205K -4,707 Closed
BAM
343
Belpointe Asset Management
Nevada
– -$174K -3,986 Closed
National Bank of Canada
344
National Bank of Canada
Quebec, Canada
– -$153K -3,492 Closed
SG Americas Securities
345
SG Americas Securities
New York
– -$102K -2,323 Closed
Qube Research & Technologies (QRT)
346
Qube Research & Technologies (QRT)
United Kingdom
– -$94.6K -2,162 Closed
EI
347
Ellevest Inc
New York
– -$51.8K -1,185 Closed
FCA
348
Fortis Capital Advisors
Kansas
– -$34.5K -789 Closed
PB
349
Pinnacle Bancorp
Nebraska
– -$27.9K -638 Closed
AP
350
Advisors Preferred
Maryland
– -$24.7K -541 Closed
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