IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$3.69M -$350K -7,934 -9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$3.65M -$2.81M -63,711 -43%
IWC
28
Integrated Wealth Concepts
Massachusetts
$3.37M +$2.38M +54,043 +241%
WC
29
Waterloo Capital
Texas
$3.11M +$3.11M +70,560 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.05M -$2.76M -62,621 -47%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.99M -$210K -4,764 -7%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$2.83M -$55.7K -1,262 -2%
AWE
33
Avidian Wealth Enterprises
Texas
$2.64M -$289K -6,548 -10%
Truist Financial
34
Truist Financial
North Carolina
$2.4M +$1.25M +28,410 +109%
FCFC
35
First Citizens Financial Corp
Iowa
$2.4M -$78.3K -1,774 -3%
CV
36
Counterweight Ventures
North Carolina
$2.23M +$2.23M +50,589 New
D
37
Dentgroup
Louisiana
$2.1M -$1.18M -26,646 -36%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.09M -$119K -2,708 -5%
FAM
39
Forte Asset Management
New York
$2.06M -$73.5K -1,667 -3%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.99M -$252K -5,707 -11%
QIM
41
Quantitative Investment Management
Virginia
$1.98M +$1.98M +44,890 New
RSWM
42
Robertson Stephens Wealth Management
California
$1.96M -$2.69M -61,044 -58%
WP
43
WealthSource Partners
California
$1.95M +$1.28M +29,012 +190%
KAS
44
Kestra Advisory Services
Texas
$1.95M -$107K -2,427 -5%
SF
45
Synovus Financial
Georgia
$1.9M +$14.2K +322 +0.8%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.89M -$52.2K -1,191 -3%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$1.89M -$41.1K -931 -2%
FGAM
48
Financial Gravity Asset Management
Texas
$1.82M +$28.4K +858 +2%
Creative Planning
49
Creative Planning
Kansas
$1.73M -$591K -13,405 -25%
BIA
50
Biondo Investment Advisors
Pennsylvania
$1.71M +$17.4K +395 +1%
1
2
3 4 5