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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$10.1M 256,546 -356,470 -58%
FIA
27
Foundations Investment Advisors
Arizona
$9.49M 241,367 -48,602 -17%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$9.16M 232,638 +8,457 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.73M 222,016 -143,832 -39%
PFS
30
Prospera Financial Services
Texas
$8.26M 210,123 +38,386 +22%
OWA
31
Outlook Wealth Advisors
Texas
$7.96M 202,592 -94,657 -32%
CAN
32
Cetera Advisor Networks
California
$7.34M 186,743 -25,638 -12%
AWM
33
AE Wealth Management
Kansas
$6.05M 153,988 -48,874 -24%
SMFG
34
Sumitomo Mitsui Financial Group
Japan
$6M 152,574 +13,847 +10%
Mariner
35
Mariner
Kansas
$5.82M 148,155 +7,579 +5%
IA
36
IFP Advisors
Florida
$5.71M 133,159 +3,072 +2%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$5.67M 144,173 +776 +0.5%
B
38
Barings
North Carolina
$5.61M 142,576 -48,537 -25%
RJA
39
Raymond James & Associates
Florida
$5.53M 140,641 -41,452 -23%
BTI
40
Blue Trust Inc
Georgia
$5.16M 135,218 -145,351 -52%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$5M 127,186 -122,869 -49%
NA
42
NewEdge Advisors
Louisiana
$4.88M 124,099 -93,734 -43%
HighTower Advisors
43
HighTower Advisors
Illinois
$4.41M 113,618 -28,782 -20%
CIBC World Market
44
CIBC World Market
Ontario, Canada
$4.37M 111,231 +236 +0.2%
BCM
45
Brookstone Capital Management
Illinois
$4.34M 100,296 -23,064 -19%
ANTB
46
AMG National Trust Bank
Colorado
$4.23M 107,574 +450 +0.4%
WP
47
WealthSource Partners
California
$4.03M 102,391 -128,484 -56%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$3.93M 99,915 +1,367 +1%
D
49
Dentgroup
Louisiana
$3.81M 88,612 +3,988 +5%
SFO
50
Stokes Family Office
Louisiana
$3.7M 94,029 -47,732 -34%
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