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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
Citadel Advisors
Florida
$3.43M
4
GIA
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$119M
2
BlackRock
BlackRock
New York
$96.7M
3
LPL Financial
LPL Financial
California
$45.3M
4
Morgan Stanley
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
351
Ten Capital Wealth Advisors
Washington
$1K -$2.67K -48 -73%
VNA
352
Valley National Advisers
Pennsylvania
$1K – – –
MIM
353
Macroview Investment Management
Maryland
$1K – – –
SIS
354
Sound Income Strategies
Florida
$1K +$1K +16 New
BHWM
355
Beaird Harris Wealth Management
Texas
$1K +$1K +18 New
FHC
356
First Heartland Consultants
Missouri
$874 -$5.82K -148,097 -87%
Bank of Montreal
357
Bank of Montreal
Ontario, Canada
$251 -$8 -188 -3%
JMF
358
Johnson Midwest Financial
Iowa
$8 – +3 +2%
WIM
359
Westside Investment Management
California
$3 – – –
WF
360
Williams Financial
Vermont
– -$3.75M -98,312 Closed
HT
361
HighTower Trust
Texas
– -$10K -57,556 Closed
CIAS
362
CFS Investment Advisory Services
New Jersey
– -$2.05M -53,717 Closed
BFA
363
BMS Financial Advisors
South Dakota
– -$1.56M -51,760 Closed
CS
364
Comerica Securities
Michigan
– -$1.51M -39,582 Closed
NA
365
Navellier & Associates
Nevada
– -$1.5M -39,338 Closed
BOC
366
Bull Oak Capital
California
– -$1.49M -39,069 Closed
IWN
367
Independent Wealth Network
Iowa
– -$1.35M -35,325 Closed
LA
368
LVW Advisors
New York
– -$1.16M -30,317 Closed
BIM
369
Bullseye Investment Management
Ohio
– -$1.13M -29,602 Closed
UAS
370
United Asset Strategies
New York
– -$927K -24,313 Closed
VWM
371
Venturi Wealth Management
Texas
– -$563K -14,757 Closed
DADC
372
D.A. Davidson & Co
Montana
– -$495K -12,993 Closed
RSWM
373
Robertson Stephens Wealth Management
California
– -$481K -12,637 Closed
MIAN
374
Mariner Independent Advisor Network
Kansas
– -$455K -11,929 Closed
NLP
375
Next Level Private
New York
– -$406K -10,658 Closed
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15
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