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iShares US Energy ETF
IYE

Overview Fund Activity

305 hedge funds and large institutions have $1.9B invested in iShares US Energy ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
305
Holders Change
-8
Holders Change %
-2.56%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
84
Reduced
129
Closed
31
Calls
$7.1M
Puts
–
Net Calls
+$7.1M
Net Calls Change
+$3.63M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$40.9M
2
HF
2
HRT Financial
New York
$3.89M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$3.44M
4
HPC
4
Hobart Private Capital
North Carolina
$3.92M
5
RA
5
RFG Advisory
Alabama
$1.46M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$560M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Bank of America
3
Bank of America
North Carolina
$78.1M
4
B
4
Barings
North Carolina
$0
5
PAS
5
Park Avenue Securities
New York
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRCM
26
Bright Rock Capital Management
Massachusetts
$8.48M – – –
NA
27
NewEdge Advisors
Louisiana
$8.47M -$1.27M -45,047 -13%
SFO
28
Stokes Family Office
Louisiana
$8.35M -$1.49M -52,730 -15%
PA
29
Procyon Advisors
Connecticut
$8.16M +$406K +14,369 +5%
PFA
30
Pettinga Financial Advisors
Indiana
$7.86M -$497K -17,599 -6%
Stifel Financial
31
Stifel Financial
Missouri
$7.81M -$2.47M -87,540 -24%
HIM
32
HawsGoodwin Investment Management
Tennessee
$7.24M +$113K +4,016 +2%
IF
33
Ironwood Financial
Arizona
$7.13M -$77.3K -2,734 -1%
CW
34
CreativeOne Wealth
Kansas
$7.08M +$1.04M +36,730 +17%
Citadel Advisors
35
Citadel Advisors
Florida
$6.98M +$1.09M +38,553 +19%
AWM
36
AE Wealth Management
Kansas
$6.88M +$777K +27,511 +13%
SWM
37
Spire Wealth Management
Virginia
$6.56M +$138K +4,852 +2%
IWC
38
Integrated Wealth Concepts
Massachusetts
$6.24M -$1.18M -41,721 -16%
RJA
39
Raymond James & Associates
Florida
$5.78M -$33.6K -1,188 -0.6%
PFG
40
PAX Financial Group
Texas
$5.53M +$37.8K +1,337 +0.7%
HFA
41
High Falls Advisors
New York
$5.26M -$1.35M -47,666 -20%
SPIA
42
Steward Partners Investment Advisory
New York
$5.08M -$293K -10,373 -5%
Truist Financial
43
Truist Financial
North Carolina
$4.67M +$173K +6,112 +4%
MSWMA
44
Market Street Wealth Management Advisors
Indiana
$4.66M +$955K +33,794 +26%
CFGS
45
Concourse Financial Group Securities
Alabama
$4.55M -$387K -13,693 -8%
SW
46
SteelPeak Wealth
California
$4.41M -$407K -14,386 -8%
SHJ
47
Sharkey, Howes & Javer
Colorado
$4.35M -$608K -21,516 -12%
IWP
48
Icon Wealth Partners
Texas
$4.08M -$1.29M -45,563 -24%
BWP
49
Bernardo Wealth Planning
Pennsylvania
$4.05M +$821K +29,038 +25%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$4.02M -$529K -18,708 -12%
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