IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$145M
2
AC
2
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
SFI
5
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$214M
2
BCM
2
Brookstone Capital Management
Illinois
$8.71M
3
5L
3
55I LLC
Massachusetts
$29M
4
MC
4
McMorgan & Co
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
26
JB Capital
Connecticut
$16.8M +$1.01M +24,748 +6%
NA
27
NewEdge Advisors
Louisiana
$16.4M -$582K -14,229 -3%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$16.3M +$2.57M +74,987 +19%
ASN
29
Advisory Services Network
Georgia
$15M +$11.8M +289,104 +375%
WP
30
WealthSource Partners
California
$13.9M -$68.1K -1,665 -0.5%
AWM
31
AE Wealth Management
Kansas
$12.5M -$144K -3,525 -1%
BRCM
32
Bright Rock Capital Management
Massachusetts
$12.3M – – –
M&T Bank
33
M&T Bank
New York
$10.9M -$5.3M -129,430 -33%
Truist Financial
34
Truist Financial
North Carolina
$10.8M +$190K +4,644 +2%
AI
35
Atria Investments
North Carolina
$10.6M +$69.9K +1,708 +0.7%
OWA
36
Outlook Wealth Advisors
Texas
$10.6M +$50.9K +1,245 +0.5%
CW
37
CreativeOne Wealth
Kansas
$10.4M -$1.54M -37,529 -13%
SFO
38
Stokes Family Office
Louisiana
$10.3M -$1.23M -30,154 -11%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$10.1M +$3.95M +96,600 +65%
AWS
40
Atria Wealth Solutions
New York
$9.64M +$9.64M +235,614 New
SWM
41
Spire Wealth Management
Virginia
$9.55M -$324K -7,762 -3%
PFA
42
Pettinga Financial Advisors
Indiana
$9.03M -$1.58M -38,554 -15%
BCM
43
Brookstone Capital Management
Illinois
$8.71M -$11.3M -274,735 -56%
FIA
44
Foundations Investment Advisors
Arizona
$8.53M +$2.42M +56,967 +40%
CAN
45
Cetera Advisor Networks
California
$8.33M +$3.29M +80,376 +65%
RJA
46
Raymond James & Associates
Florida
$7.62M -$1.91M -46,774 -20%
MSWMA
47
Market Street Wealth Management Advisors
Indiana
$7.35M -$423K -10,348 -5%
HighTower Advisors
48
HighTower Advisors
Illinois
$7.31M +$2.37M +58,169 +48%
KNW
49
Kesler Norman & Wride
Utah
$7.09M +$6.15M +150,212 +653%
FHC
50
First Heartland Consultants
Missouri
$6.85M +$6.85M +167,291 New
1
2
3 4 5