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iShares US Energy ETF
IYE

Overview Fund Activity

384 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.1M
2
B
2
Barings
North Carolina
$7.29M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$5.47M
4
Mariner
4
Mariner
Kansas
$5.36M
5
FIA
5
Foundations Investment Advisors
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$379M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
3
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
26
Blue Trust Inc
Georgia
$11.5M +$11.5M +280,569 New
BRCM
27
Bright Rock Capital Management
Massachusetts
$11.4M – – –
OWA
28
Outlook Wealth Advisors
Texas
$11.3M +$1.48M +38,700 +15%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$11.1M -$9.68M -254,041 -47%
FIA
30
Foundations Investment Advisors
Arizona
$10.6M +$3.24M +89,118 +44%
M&T Bank
31
M&T Bank
New York
$10.1M – – –
JC
32
JB Capital
Connecticut
$9.97M -$5.64M -147,976 -36%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$9.53M +$153K +4,005 +2%
WP
34
WealthSource Partners
California
$8.8M -$4.1M -107,630 -32%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$8.55M -$9.61M -252,018 -53%
NA
36
NewEdge Advisors
Louisiana
$8.3M -$6.94M -181,960 -46%
CAN
37
Cetera Advisor Networks
California
$8.1M +$336K +8,813 +4%
AWM
38
AE Wealth Management
Kansas
$7.73M -$3.88M -101,692 -33%
B
39
Barings
North Carolina
$7.29M +$6.11M +160,150 +517%
RJA
40
Raymond James & Associates
Florida
$6.94M -$157K -4,112 -2%
PFS
41
Prospera Financial Services
Texas
$6.55M +$394K +10,332 +6%
FHC
42
First Heartland Consultants
Missouri
$6.49M +$116K +3,053 +2%
AWS
43
Atria Wealth Solutions
New York
$6.37M -$2.61M -68,470 -29%
MFG
44
Merit Financial Group
Georgia
$5.98M +$2.29M +60,094 +62%
CW
45
CreativeOne Wealth
Kansas
$5.73M -$3.93M -102,964 -41%
IA
46
IFP Advisors
Florida
$5.56M – – –
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$5.47M +$5.22M +137,032 +2,153%
SFO
48
Stokes Family Office
Louisiana
$5.4M -$4.18M -109,760 -44%
Mariner
49
Mariner
Kansas
$5.36M +$4.9M +128,534 +1,067%
HighTower Advisors
50
HighTower Advisors
Illinois
$5.35M -$1.39M -36,917 -21%
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