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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthSource Partners
California
$10.2M -$142K -4,724 -1%
AWM
27
AE Wealth Management
Kansas
$9.27M +$1.95M +64,699 +27%
KAS
28
Kestra Advisory Services
Texas
$9.12M -$264K -8,780 -3%
BRCM
29
Bright Rock Capital Management
Massachusetts
$9.03M – – –
CW
30
CreativeOne Wealth
Kansas
$8.75M +$1.23M +40,927 +16%
MC
31
McMorgan & Co
California
$8.74M -$1.73M -57,481 -17%
SFO
32
Stokes Family Office
Louisiana
$8.48M -$414K -13,758 -5%
HIM
33
HawsGoodwin Investment Management
Tennessee
$7.96M +$247K +8,212 +3%
PFA
34
Pettinga Financial Advisors
Indiana
$7.8M -$568K -18,874 -7%
Truist Financial
35
Truist Financial
North Carolina
$7.78M +$2.81M +93,417 +57%
AI
36
Atria Investments
North Carolina
$7.75M -$2.14M -71,245 -22%
OWA
37
Outlook Wealth Advisors
Texas
$7.75M +$7.75M +257,304 New
IF
38
Ironwood Financial
Arizona
$7.22M -$374K -12,424 -5%
SWM
39
Spire Wealth Management
Virginia
$7.12M +$163K +5,418 +2%
RJA
40
Raymond James & Associates
Florida
$7.01M +$852K +28,314 +14%
Stifel Financial
41
Stifel Financial
Missouri
$6.39M -$1.93M -64,204 -23%
MSWMA
42
Market Street Wealth Management Advisors
Indiana
$5.72M +$754K +25,052 +15%
PFG
43
PAX Financial Group
Texas
$5.57M -$319K -10,603 -5%
SPIA
44
Steward Partners Investment Advisory
New York
$5.35M -$65.2K -2,166 -1%
OC
45
Oppenheimer & Co
New York
$5.12M +$5.12M +169,997 New
HFA
46
High Falls Advisors
New York
$4.92M -$686K -22,797 -12%
FIA
47
Foundations Investment Advisors
Arizona
$4.88M +$521K +15,367 +12%
CFGS
48
Concourse Financial Group Securities
Alabama
$4.79M -$59.8K -1,988 -1%
BWP
49
Bernardo Wealth Planning
Pennsylvania
$4.56M +$249K +8,288 +6%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$4.5M +$974K +32,351 +28%
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