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iShares US Energy ETF
IYE

Overview Fund Activity

384 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$33.1M
2
B
Barings
North Carolina
$7.29M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.47M
4
Mariner
Mariner
Kansas
$5.36M
5
FIA
Foundations Investment Advisors
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
2
CIAS
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
Morgan Stanley
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
376
UMB Bank
Missouri
$2K +$2K +58 New
VNA
377
Valley National Advisers
Pennsylvania
$1K – – –
MIM
378
Macroview Investment Management
Maryland
$1K – – –
LPWM
379
Lake Point Wealth Management
Texas
$1K +$1K +19 New
APW
380
Axim Planning & Wealth
Ohio
$1K +$1K +25 New
IAIM
381
International Assets Investment Management
Florida
$598 +$7 +192 +1%
Bank of Montreal
382
Bank of Montreal
Ontario, Canada
$243 -$23 -580 -9%
AR
383
Apeiron RIA
Texas
$85 – -125 -0.6%
WIM
384
Westside Investment Management
California
$3 – – –
WA
385
Wealthstar Advisors
Texas
– -$4.59M -112,029 Closed
Northern Trust
386
Northern Trust
Illinois
– -$936K -22,863 Closed
T
387
TRUADVICE
Florida
– -$679K -16,772 Closed
WMS
388
Wealth Management Solutions
Pennsylvania
– -$680K -16,607 Closed
MWM
389
Maripau Wealth Management
Indiana
– -$568K -13,061 Closed
QT
390
Quantbot Technologies
New York
– -$441K -10,786 Closed
NWMG
391
National Wealth Management Group
Ohio
– -$433K -10,576 Closed
IMC Chicago
392
IMC Chicago
Illinois
– -$429K -10,480 Closed
HIM
393
Hanlon Investment Management
New Jersey
– -$377K -9,219 Closed
MPW
394
MA Private Wealth
California
– -$362K -8,838 Closed
SP
395
Successful Portfolios
Florida
– -$347K -8,476 Closed
LA
396
Latitude Advisors
Florida
– -$341K -8,338 Closed
IF
397
Intrua Financial
Texas
– -$306K -7,488 Closed
BFG
398
Barber Financial Group
Kansas
– -$302K -7,369 Closed
BCP
399
Berkeley Capital Partners
Georgia
– -$283K -6,911 Closed
Cerity Partners
400
Cerity Partners
New York
– -$243K -5,941 Closed
13 14 15
16
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