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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
351
Williams Financial
Vermont
– -$1.25M -26,862 Closed
FHC
352
First Heartland Consultants
Missouri
– -$1.2M -25,710 Closed
SFS
353
Sowell Financial Services
Arkansas
– -$1.13M -24,278 Closed
Legacy Financial Group (Iowa)
354
Legacy Financial Group (Iowa)
Iowa
– -$1.11M -23,825 Closed
BFG
355
Buttonwood Financial Group
Missouri
– -$1.1M -23,646 Closed
HFA
356
High Falls Advisors
New York
– -$941K -20,232 Closed
CG
357
Clifford Group
Massachusetts
– -$743K -15,972 Closed
MFG
358
Merit Financial Group
Georgia
– -$740K -15,909 Closed
WA
359
Wealth Alliance
New York
– -$680K -14,629 Closed
SL
360
SWMG LLC
Texas
– -$680K -14,624 Closed
HPC
361
Hobart Private Capital
North Carolina
– -$651K -14,010 Closed
WIA
362
World Investment Advisors
California
– -$639K -13,750 Closed
OPS
363
Orion Portfolio Solutions
Nebraska
– -$636K -13,686 Closed
CCFP
364
Charles Carroll Financial Partners
Massachusetts
– -$632K -13,600 Closed
PFG
365
PAX Financial Group
Texas
– -$581K -12,487 Closed
AR
366
Apeiron RIA
Texas
– -$577K -12,414 Closed
SW
367
SteelPeak Wealth
California
– -$520K -11,192 Closed
OAP
368
One Advisory Partners
Kansas
– -$519K -11,156 Closed
MGWM
369
Marks Group Wealth Management
Minnesota
– -$487K -10,468 Closed
EAM
370
Empirical Asset Management
Massachusetts
– -$476 -10,236 Closed
BCP
371
Berkeley Capital Partners
Georgia
– -$472K -10,156 Closed
PWM
372
Perigon Wealth Management
California
– -$447K -9,607 Closed
MCIA
373
Mountain Capital Investment Advisors
Colorado
– -$401K -8,624 Closed
IA
374
IFG Advisory
Georgia
– -$348K -7,504 Closed
CCA
375
Cadent Capital Advisors
Oklahoma
– -$349K -7,500 Closed
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15
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