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iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$145M
2
AC
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
Morgan Stanley
New York
$236M
5
SFI
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
BlackRock
New York
$214M
2
BCM
Brookstone Capital Management
Illinois
$8.71M
3
5L
55I LLC
Massachusetts
$29M
4
MC
McMorgan & Co
California
$0
5
Citadel Advisors
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
351
Capital Investment Advisory Services
North Carolina
$9K – – –
HIA
352
Harbor Investment Advisory
Maryland
$9K +$2.05K +48 +29%
ACA
353
Aptus Capital Advisors
Alabama
$8K -$12.3K -302 -61%
FMP
354
Financial Management Professionals
Texas
$8K – – –
GLLW
355
Graves Light Lenhart Wealth
Virginia
$8K – – –
EIP
356
Ellis Investment Partners
Pennsylvania
$8K +$37 +1 +0.5%
JMF
357
Johnson Midwest Financial
Iowa
$8K +$84 +2 +1%
BBPWM
358
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
TFS
359
TrustCore Financial Services
Tennessee
$7K – – –
AWM
360
Aberdeen Wealth Management
Illinois
$7K – – –
TWC
361
TD Waterhouse Canada
Ontario, Canada
$6.73K +$41 +1 +0.6%
PA
362
PSI Advisors
Florida
$6K – – –
SIC
363
Salem Investment Counselors
North Carolina
$6K – – –
AF
364
Allworth Financial
California
$6K – – –
OC
365
Oakworth Capital
Alabama
$6K – – –
IF
366
Integrity Financial
Wyoming
$6K +$2.41K +57 +67%
SC
367
SouthState Corp
Florida
$5K – – –
VCM
368
Versant Capital Management
Arizona
$5K – – –
OIA
369
Optimum Investment Advisors
Illinois
$5K +$5K +116 New
WWP
370
WR Wealth Planners
Missouri
$4.13K +$4.13K +101 New
TRCT
371
Tower Research Capital (TRC)
New York
$4K -$775K -18,402 -99%
SWM
372
Selective Wealth Management
Virginia
$4K -$31.3K -711 -89%
BCA
373
Bray Capital Advisors
Florida
$4K – – –
AWMS
374
Advocacy Wealth Management Services
Georgia
$4K +$4K +89 New
CICI
375
Capital Investment Counsel Inc
North Carolina
$4K +$4K +100 New
13 14
15
16 17