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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
Townsend & Associates
Colorado
$5.86M +$864K +19,377 +17%
HighTower Advisors
27
HighTower Advisors
Illinois
$5.83M -$841K -19,269 -13%
RJA
28
Raymond James & Associates
Florida
$5.69M -$535K -12,233 -9%
SMFG
29
Sumitomo Mitsui Financial Group
Japan
$5.65M -$211K -4,820 -4%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$5.46M -$194K -4,428 -3%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$5.28M -$9.65M -220,509 -65%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.92M -$619K -14,146 -11%
Jane Street
33
Jane Street
New York
$4.83M +$4.83M +110,504 New
ANTB
34
AMG National Trust Bank
Colorado
$4.8M +$159K +3,636 +3%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$3.86M -$2.69M -61,389 -41%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$3.85M – – –
AWS
37
Atria Wealth Solutions
New York
$3.64M -$1.19M -27,295 -25%
SPIA
38
Steward Partners Investment Advisory
New York
$3.53M -$485K -11,080 -12%
D
39
Dentgroup
Louisiana
$3.44M -$242K -5,534 -7%
TRCT
40
Tower Research Capital (TRC)
New York
$3.4M +$2.01M +45,917 +144%
AWM
41
AE Wealth Management
Kansas
$3.37M -$3.62M -82,837 -52%
IF
42
Ironwood Financial
Arizona
$3.27M -$70.6K -1,613 -2%
CIBC World Market
43
CIBC World Market
Ontario, Canada
$3.09M -$1.46M -33,313 -32%
Corient Private Wealth
44
Corient Private Wealth
Florida
$3.04M +$447K +10,228 +17%
AWE
45
Avidian Wealth Enterprises
Texas
$2.84M +$2.63M +60,101 +1,259%
BlackRock
46
BlackRock
New York
$2.72M -$67.2M -1,537,048 -96%
Truist Financial
47
Truist Financial
North Carolina
$2.72M -$499K -11,410 -16%
FAM
48
Forte Asset Management
New York
$2.55M +$5.12K +117 +0.2%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$2.35M +$10K +229 +0.4%
Creative Planning
50
Creative Planning
Kansas
$2.29M -$28.8K -658 -1%
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