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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.

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 %
T
376
TNF
Montana
– -$329K -7,268 Closed
AWMNH
377
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$337K -7,254 Closed
QIM
378
Quantitative Investment Management
Virginia
– -$315K -6,795 Closed
CAM
379
Concorde Asset Management
Michigan
– -$316K -6,792 Closed
TF
380
Trek Financial
Arizona
– -$311K -6,692 Closed
SL
381
Sentinus LLC
Illinois
– -$301K -6,381 Closed
TCA
382
Transcend Capital Advisors
New Jersey
– -$279K -6,009 Closed
ICP
383
Interchange Capital Partners
Pennsylvania
– -$279K -6,007 Closed
MYIA
384
Mount Yale Investment Advisors
Colorado
– -$272K -5,861 Closed
OFG
385
OmniStar Financial Group
North Carolina
– -$267K -5,740 Closed
SHJ
386
Sharkey, Howes & Javer
Colorado
– -$258K -5,548 Closed
ACP
387
Aveo Capital Partners
Colorado
– -$258K -5,545 Closed
EG
388
Ellerson Group
Maryland
– -$256K -5,500 Closed
SWA
389
Stratos Wealth Advisors
Ohio
– -$252K -5,426 Closed
BHWM
390
Bay Harbor Wealth Management
Maryland
– -$246K -5,297 Closed
CC
391
Copperleaf Capital
North Carolina
– -$243K -5,235 Closed
SWP
392
Stratos Wealth Partners
Ohio
– -$211K -4,535 Closed
HPM
393
Hoxton Planning & Management
West Virginia
– -$207K -4,442 Closed
NCM
394
NCM Capital Management
New Jersey
– -$206K -4,433 Closed
KOMWMG
395
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$203K -4,365 Closed
GPA
396
Guidance Point Advisors
Massachusetts
– -$202K -4,348 Closed
SWM
397
SigFig Wealth Management
California
– -$411K -3,905 Closed
CS
398
Comerica Securities
Michigan
– -$178K -3,828 Closed
AssetMark Inc
399
AssetMark Inc
California
– -$162K -3,492 Closed
BCM
400
Barometer Capital Management
Ontario, Canada
– -$149K -3,200 Closed
13 14 15
16
17