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iShares US Energy ETF
IYE

Overview Fund Activity

307 hedge funds and large institutions have $703M invested in iShares US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 123 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
75
Reduced
123
Closed
34
Calls
$1.86M
Puts
$143K
Net Calls
+$1.72M
Net Calls Change
+$1.46M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.48M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.3M
4
WI
4
Wintrust Investments
Illinois
$2.81M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.2M
3
PFS
3
Prospera Financial Services
Texas
$1.68M
4
RJA
4
Raymond James & Associates
Florida
$4.14M
5
FGAM
5
Financial Gravity Asset Management
Texas
$55.9K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.48M 70,512 +1,282 +2%
Citadel Advisors
27
Citadel Advisors
Florida
$3.31M 66,919 -28,593 -30%
BlackRock
28
BlackRock
New York
$3.29M 66,679 +29,462 +79%
Corient Private Wealth
29
Corient Private Wealth
Florida
$3.28M 66,438 -1,400 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$3.11M 63,023 -19,807 -24%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$3.1M 62,737 -1,291 -2%
FAM
32
Forte Asset Management
New York
$2.97M 60,023 +13,339 +29%
AWE
33
Avidian Wealth Enterprises
Texas
$2.92M 59,056 -793 -1%
WI
34
Wintrust Investments
Illinois
$2.81M 56,955 +56,955 New
SPIA
35
Steward Partners Investment Advisory
New York
$2.8M 56,702 +44,870 +379%
KWM
36
Kingsview Wealth Management
Oregon
$2.64M 53,365 +53,365 New
Stifel Financial
37
Stifel Financial
Missouri
$2.4M 48,598 -38,709 -44%
FCFC
38
First Citizens Financial Corp
Iowa
$2.33M 47,203 -7,155 -13%
CV
39
Counterweight Ventures
North Carolina
$2.31M 46,823 -3,766 -7%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$2.23M 45,081 +2,348 +5%
CAGAS
41
Capital Advisory Group Advisory Services
Minnesota
$2.22M 44,964 +34,809 +343%
KAS
42
Kestra Advisory Services
Texas
$2.2M 44,514 +368 +0.8%
D
43
Dentgroup
Louisiana
$2.18M 44,067 -3,623 -8%
HighTower Advisors
44
HighTower Advisors
Illinois
$2.17M 44,116 +1,078 +3%
SF
45
Synovus Financial
Georgia
$2.13M 43,100 +134 +0.3%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.07M 41,946 -5,500 -12%
CAM
47
Cresset Asset Management
Illinois
$1.95M 39,397 +18,538 +89%
Creative Planning
48
Creative Planning
Kansas
$1.92M 38,956 -250 -0.6%
WC
49
Waterloo Capital
Texas
$1.85M 37,531 -33,029 -47%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$1.82M 36,791 -8,353 -19%
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