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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
376
Y-Intercept (HK)
Hong Kong
– -$397K -10,426 Closed
AWM
377
Alterna Wealth Management
Texas
– -$376K -9,840 Closed
PPP
378
Private Portfolio Partners
New Jersey
– -$362K -9,501 Closed
CAN
379
Claraphi Advisory Network
United States
– -$361K -9,479 Closed
AWE
380
Avidian Wealth Enterprises
Texas
– -$351K -9,210 Closed
FAIM
381
Financial Advocates Investment Management
Washington
– -$337K -8,833 Closed
TSS
382
Two Sigma Securities
New York
– -$330K -8,667 Closed
HCM
383
Hollencrest Capital Management
California
– -$304K -7,977 Closed
FA
384
FDx Advisors
Illinois
– -$289K -7,578 Closed
VAS
385
Vestmark Advisory Solutions
Massachusetts
– -$281K -7,374 Closed
WWM
386
Western Wealth Management
Colorado
– -$260K -6,834 Closed
SCFS
387
S.C. Financial Services
Arizona
– -$221K -5,805 Closed
BCI
388
Brinker Capital Investments
Pennsylvania
– -$220K -5,760 Closed
RFM
389
Royal Fund Management
Florida
– -$218K -5,726 Closed
SFG
390
Sovereign Financial Group
Connecticut
– -$212K -5,573 Closed
NCM
391
NCM Capital Management
New Jersey
– -$212K -5,552 Closed
CFG
392
Cooper Financial Group
California
– -$201K -5,282 Closed
IGWM
393
ICA Group Wealth Management
Colorado
– -$203K -4,684 Closed
PO
394
Private Ocean
California
– -$115K -3,029 Closed
CWP
395
Concord Wealth Partners
Virginia
– -$86K -2,258 Closed
CWM
396
Cranbrook Wealth Management
Michigan
– -$16K -420 Closed
Simplex Trading
397
Simplex Trading
Illinois
– -$15K -402 Closed
TCWM
398
Total Clarity Wealth Management
Illinois
– -$15K -400 Closed
SIM
399
Studio Investment Management
Illinois
– -$10K -269 Closed
COCM
400
Charter Oak Capital Management
New Hampshire
– -$10K -260 Closed
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16
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