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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
351
Financial Gravity Asset Management
Texas
$2 +$2 +45 New
HF
352
HRT Financial
New York
– -$3.89M -137,820 Closed
CA
353
Calton & Associates
Florida
– -$2.13M -75,259 Closed
Marshall Wace
354
Marshall Wace
United Kingdom
– -$1.71M -60,418 Closed
CWM
355
Centric Wealth Management
Illinois
– -$1.31M -46,295 Closed
QIM
356
Quantitative Investment Management
Virginia
– -$1.03M -36,342 Closed
CCWA
357
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$253K -8,969 Closed
MA
358
MCF Advisors
Kentucky
– -$236K -8,336 Closed
IWS
359
Insight Wealth Strategies
California
– -$230K -8,129 Closed
Principal Financial Group
360
Principal Financial Group
Iowa
– -$226K -7,998 Closed
FTUS
361
Flow Traders U.S.
New York
– -$223K -7,881 Closed
EL
362
Essex LLC
Illinois
– -$201K -7,108 Closed
GPA
363
Guidance Point Advisors
Massachusetts
– -$152K -5,390 Closed
APWA
364
Atlas Private Wealth Advisors
New Jersey
– -$144K -5,113 Closed
BC
365
Bartlett & Co
Ohio
– -$106K -3,750 Closed
BCWM
366
Bartlett & Co Wealth Management
Ohio
– -$106K -3,750 Closed
IWA
367
IBEX Wealth Advisors
New Jersey
– -$99K -3,514 Closed
GRP
368
Global Retirement Partners
California
– -$74K -2,603 Closed
AWA
369
Arkadios Wealth Advisors
Georgia
– -$45K -1,603 Closed
TCM
370
TD Capital Management
Tennessee
– -$45K -1,600 Closed
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
– -$35K -1,221 Closed
BL
372
Balentine LLC
Georgia
– -$32K -1,141 Closed
RIA
373
RPG Investment Advisory
California
– -$24K -860 Closed
CG
374
Cutler Group
California
– -$16K -600 Closed
CAAS
375
Capital Asset Advisory Services
Michigan
– -$11K -388 Closed
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