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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$101M
4
TA
4
Townsend & Associates
Colorado
$5.32M
5
CI
5
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$1.32M
2
BlackRock
2
BlackRock
New York
$74.4M
3
AC
3
Allstate Corporation
Illinois
$0
4
M&T Bank
4
M&T Bank
New York
$5.7M
5
UBS Group
5
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
26
Foundations Investment Advisors
Arizona
$11.3M +$94.4K +2,030 +0.8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$10.7M +$338K +7,275 +3%
PFS
28
Prospera Financial Services
Texas
$9.56M -$207K -4,462 -2%
CAN
29
Cetera Advisor Networks
California
$7.97M -$707K -15,207 -8%
OWA
30
Outlook Wealth Advisors
Texas
$7.76M -$1.66M -35,695 -18%
AWM
31
AE Wealth Management
Kansas
$7.43M +$270K +5,807 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$7.06M +$1.81M +39,258 +35%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$6.95M +$2.31M +49,589 +50%
Mariner
34
Mariner
Kansas
$6.7M -$186K -4,005 -3%
RJA
35
Raymond James & Associates
Florida
$6.61M +$74.4K +1,600 +1%
SMFG
36
Sumitomo Mitsui Financial Group
Japan
$6.23M -$861K -18,517 -12%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$6M -$700K -15,054 -10%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$5.88M -$31.1K -669 -0.5%
M&T Bank
39
M&T Bank
New York
$5.7M -$6.64M -142,732 -54%
TA
40
Townsend & Associates
Colorado
$5.32M +$5.32M +112,190 New
AWS
41
Atria Wealth Solutions
New York
$5.14M +$1.45M +31,095 +39%
ANTB
42
AMG National Trust Bank
Colorado
$4.93M -$68.8K -1,480 -1%
CIBC World Market
43
CIBC World Market
Ontario, Canada
$4.84M -$335K -7,201 -6%
IA
44
IFP Advisors
Florida
$4.77M -$880K -20,749 -16%
BCM
45
Brookstone Capital Management
Illinois
$4.73M +$83.5K +1,804 +2%
CI
46
CPR Investments
Michigan
$4.52M +$4.52M +97,300 New
SPIA
47
Steward Partners Investment Advisory
New York
$4.27M -$61.7K -1,327 -1%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$4.09M +$4.09M +88,000 New
WP
49
WealthSource Partners
California
$4.08M -$681K -14,658 -14%
LWA
50
Lineweaver Wealth Advisors
Ohio
$3.99M -$21.5K -462 -0.5%
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