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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 %
GJIA
376
Glass Jacobson Investment Advisors
Maryland
$3.12K +$3.12K +67 New
Optiver Holding
377
Optiver Holding
Netherlands
$3K +$3K +65 New
EW
378
Element Wealth
Mississippi
$2.56K – – –
OSAM
379
O'Shaughnessy Asset Management
Connecticut
$2.33K +$2.33K +50 New
BAAM
380
Baker Avenue Asset Management
California
$2.23K +$2.23K +48 New
GTAM
381
Global Trust Asset Management
Florida
$2.09K – – –
PWS
382
Paragon Wealth Strategies
Florida
$2.04K – – –
AW
383
Avion Wealth
Texas
$2K – – –
BSB
384
Bangor Savings Bank
Maine
$2K +$2K +48 New
BCMLT
385
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.44K -$28.4K -610 -95%
MIM
386
Macroview Investment Management
Maryland
$1.12K – – –
TCWA
387
Ten Capital Wealth Advisors
Washington
$930 +$93 +2 +11%
BHWM
388
Beaird Harris Wealth Management
Texas
$825 – – –
CAM
389
Cresset Asset Management
Illinois
$757 -$3 -75 -0.4%
GWANC
390
Guardian Wealth Advisors (North Carolina)
North Carolina
$604 +$604 +13 New
EAM
391
Empirical Asset Management
Massachusetts
$476 +$476 +10,236 New
AWM
392
Accurate Wealth Management
Florida
$465 +$465 +10 New
LFA
393
LGT Financial Advisors
Texas
$287 +$287 +6 New
CMP
394
Coston McIsaac & Partners
Maine
$9 – +4 +2%
WIM
395
Westside Investment Management
California
$4 – – –
AC
396
Allstate Corporation
Illinois
– -$19M -483,306 Closed
B
397
Barings
North Carolina
– -$5.61M -142,576 Closed
CPO
398
Cerity Partners OCIO
New York
– -$1.27M -32,293 Closed
TC
399
Trilogy Capital
California
– -$1.27M -32,267 Closed
HF
400
HRT Financial
New York
– -$1.16M -29,496 Closed
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