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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
Bank of America
North Carolina
$101M
4
TA
Townsend & Associates
Colorado
$5.32M
5
CI
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$1.32M
2
BlackRock
BlackRock
New York
$74.4M
3
AC
Allstate Corporation
Illinois
$0
4
M&T Bank
M&T Bank
New York
$5.7M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
351
Financial Management Professionals
Texas
$9K – – –
JMF
352
Johnson Midwest Financial
Iowa
$9K +$92 +2 +1%
IWP
353
IAG Wealth Partners
Wisconsin
$8.37K – – –
BBPWM
354
Blue Bell Private Wealth Management
Pennsylvania
$8.32K – – –
AWM
355
Aberdeen Wealth Management
Illinois
$8.14K – – –
CWC
356
Carolinas Wealth Consulting
North Carolina
$8.11K +$8.11K +174 New
MWC
357
MBM Wealth Consultants
Missouri
$8K +$8K +182 New
OLVIG
358
Oliver Lagore Vanvalin Investment Group
Michigan
$7.74K -$13.2K -283 -63%
TWC
359
TD Waterhouse Canada
Ontario, Canada
$7.29K – – –
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$7K +$7K +159 New
SIC
361
Salem Investment Counselors
North Carolina
$6.97K – – –
HIA
362
Harbor Investment Advisory
Maryland
$6.7K – – –
OC
363
Oakworth Capital
Alabama
$6.6K – – –
PA
364
PSI Advisors
Florida
$6.46K – – –
LS
365
Leelyn Smith
Illinois
$5.77K – – –
VCM
366
Versant Capital Management
Arizona
$5.41K +$93 +2 +2%
OIA
367
Optimum Investment Advisors
Illinois
$5.39K – – –
SC
368
SouthState Corp
Florida
$5.35K – – –
WWP
369
WR Wealth Planners
Missouri
$4.7K – – –
BCA
370
Bray Capital Advisors
Florida
$4.65K – – –
GEA
371
Glen Eagle Advisors
New Jersey
$4.18K – – –
IF
372
Integrity Financial
Wyoming
$3.95K -$13K -279 -77%
GMA
373
Glassy Mountain Advisors
Maryland
$3.72K +$3.72K +80 New
BLC
374
Brown, Lisle/Cummings
Rhode Island
$3.44K – – –
DWP
375
Destiny Wealth Partners
Florida
$3.25K +$3.25K +70 New
13 14
15
16 17