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iShares US Energy ETF
IYE

Overview Fund Activity

313 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
313
Holders Change
+58
Holders Change %
+22.75%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
72
Increased
152
Reduced
36
Closed
13
Calls
$3.47M
Puts
–
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$687M
2
Morgan Stanley
2
Morgan Stanley
New York
$189M
3
BlackRock
3
BlackRock
New York
$197M
4
LPL Financial
4
LPL Financial
California
$126M
5
B
5
Barings
North Carolina
$19M

Top Sellers

1
WA
1
WP Advisors
California
$0
2
RT
2
Rockland Trust
Massachusetts
$1.64M
3
BA
3
Ballew Advisors
Mississippi
$1.06M
4
EH
4
Equitable Holdings
New York
$2.18M
5
HNB
5
Huntington National Bank
Ohio
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$10.6M +$4.18M +143,637 +65%
SFO
27
Stokes Family Office
Louisiana
$10.1M +$10.1M +348,163 New
NA
28
NewEdge Advisors
Louisiana
$10M +$2.16M +74,381 +28%
AI
29
Atria Investments
North Carolina
$9.75M +$2.18M +75,062 +29%
KAS
30
Kestra Advisory Services
Texas
$9.39M +$5.51M +189,545 +142%
BRCM
31
Bright Rock Capital Management
Massachusetts
$8.73M – – –
PFA
32
Pettinga Financial Advisors
Indiana
$8.6M +$1.6M +54,843 +23%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$8.08M +$6.77M +232,608 +514%
PA
34
Procyon Advisors
Connecticut
$7.98M +$7.98M +274,185 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$7.64M +$5.94M +204,180 +350%
IF
36
Ironwood Financial
Arizona
$7.42M -$34.9K -1,198 -0.5%
HIM
37
HawsGoodwin Investment Management
Tennessee
$7.34M +$7.34M +252,259 New
KFS
38
Kelly Financial Services
Massachusetts
$6.8M +$6.58M +191,265 +2,901%
HFA
39
High Falls Advisors
New York
$6.8M +$6.8M +233,809 New
SWM
40
Spire Wealth Management
Virginia
$6.59M +$6.37M +218,907 +2,927%
AWM
41
AE Wealth Management
Kansas
$6.28M +$3.12M +107,294 +99%
CW
42
CreativeOne Wealth
Kansas
$6.2M +$6.2M +213,067 New
Citadel Advisors
43
Citadel Advisors
Florida
$6.06M +$2.65M +91,143 +78%
RJA
44
Raymond James & Associates
Florida
$5.99M +$790K +27,172 +15%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$5.85M +$227K +7,892 +4%
PFS
46
Prospera Financial Services
Texas
$5.75M +$3.88M +133,554 +208%
PFG
47
PAX Financial Group
Texas
$5.66M +$365K +12,560 +7%
SPIA
48
Steward Partners Investment Advisory
New York
$5.54M +$340K +11,687 +7%
IWP
49
Icon Wealth Partners
Texas
$5.53M +$1.4M +48,268 +34%
LWA
50
Lineweaver Wealth Advisors
Ohio
$5.5M +$827K +28,436 +18%
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