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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 %
Jane Street
401
Jane Street
New York
– -$1.01M -25,566 Closed
KFSC
402
Keystone Financial Services (Colorado)
Colorado
– -$861K -18,034 Closed
TSA
403
Tri-Star Advisors
Texas
– -$684K -15,470 Closed
CI
404
CX Institutional
Indiana
– -$426K -10,839 Closed
RA
405
RFG Advisory
Alabama
– -$514K -10,298 Closed
DAS
406
Dynamic Advisor Solutions
Arizona
– -$370K -9,413 Closed
Millennium Management
407
Millennium Management
New York
– -$342K -8,695 Closed
FWP
408
Firethorn Wealth Partners
Georgia
– -$338K -8,586 Closed
TI
409
Trexquant Investment
Connecticut
– -$302K -7,695 Closed
JSL
410
JT Stratford LLC
Georgia
– -$295K -7,517 Closed
WEG
411
World Equity Group
Illinois
– -$245K -6,225 Closed
IDA
412
Intelligence Driven Advisers
California
– -$237K -5,324 Closed
CS
413
Credit Suisse
Switzerland
– -$207K -5,270 Closed
TWP
414
Tempus Wealth Planning
California
– -$204K -5,185 Closed
LC
415
Lindbrook Capital
California
– -$125K -3,190 Closed
ACM
416
Absolute Capital Management
Pennsylvania
– -$35.8K -902 Closed
APW
417
Axim Planning & Wealth
Ohio
– -$30K -760 Closed
TIM
418
Tevis Investment Management
Texas
– -$22K -548 Closed
OPW
419
Oxler Private Wealth
New York
– -$10.6K -269 Closed
AFG
420
Albion Financial Group
Utah
– -$11K -268 Closed
EIP
421
Ellis Investment Partners
Pennsylvania
– -$8K -220 Closed
SWM
422
Selective Wealth Management
Virginia
– -$4K -91 Closed
GWSG
423
GPS Wealth Strategies Group
Colorado
– -$3K -85 Closed
ACK
424
Andrew C. Karlinski
– -$3K -74 Closed
ADL
425
Asset Dedication LLC
California
– -$2K -62 Closed
14 15 16
17
18