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iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$2.79M 60,120 -1,314 -2%
Corient Private Wealth
27
Corient Private Wealth
Florida
$2.69M 57,989 -3,209 -5%
AWE
28
Avidian Wealth Enterprises
Texas
$2.66M 57,496 -493 -0.9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.62M 56,448 -18,236 -24%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.48M 53,548 +13,240 +33%
SPIA
31
Steward Partners Investment Advisory
New York
$2.48M 53,448 -1,508 -3%
PFS
32
Prospera Financial Services
Texas
$2.28M 49,100 +14,686 +43%
OIA
33
OneDigital Investment Advisors
Kansas
$2.26M 48,862 +16,931 +53%
FCFC
34
First Citizens Financial Corp
Iowa
$2.26M 48,734 -332 -0.7%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$2.25M 48,607 -569 -1%
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$2.23M 48,160 -316 -0.7%
Citadel Advisors
37
Citadel Advisors
Florida
$2.16M 46,591 -32,152 -41%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.08M 45,043 +1,077 +2%
SF
39
Synovus Financial
Georgia
$1.99M 42,949 -297 -0.7%
KAS
40
Kestra Advisory Services
Texas
$1.96M 42,230 -4,337 -9%
Stifel Financial
41
Stifel Financial
Missouri
$1.89M 40,838 -7,461 -15%
CAM
42
Cresset Asset Management
Illinois
$1.83M 39,405 +4 +0%
NA
43
NewEdge Advisors
Louisiana
$1.81M 38,986 +1,257 +3%
HNB
44
Huntington National Bank
Ohio
– – – –
SA
45
Sanctuary Advisors
Indiana
$1.8M 35,033 -3,862 -10%
KCM
46
KM Capital Management
Texas
$1.79M 38,709 +12,469 +48%
JWCA
47
J.W. Cole Advisors
Florida
$1.75M 37,862 +752 +2%
FAM
48
Forte Asset Management
New York
$1.72M 37,085 -22,886 -38%
BIA
49
Biondo Investment Advisors
Pennsylvania
$1.71M 36,820 +460 +1%
WC
50
Waterloo Capital
Texas
$1.68M 36,152 +266 +0.7%
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