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iShares US Energy ETF
IYE

Overview Fund Activity

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$41.7M
2
LPL Financial
2
LPL Financial
California
$29.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.43M
4
BlackRock
4
BlackRock
New York
$64.5K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
26
Avidian Wealth Enterprises
Texas
$2.56M -$57.8K -1,268 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.51M +$460K +10,095 +22%
DWM
28
Dynasty Wealth Management
Florida
$2.48M +$2.48M +54,471 New
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.47M +$1.11M +24,313 +82%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.43M -$5.28M -115,758 -68%
KAS
31
Kestra Advisory Services
Texas
$2.35M +$422K +9,261 +22%
SPIA
32
Steward Partners Investment Advisory
New York
$2.3M -$137K -3,002 -6%
NA
33
NewEdge Advisors
Louisiana
$2.29M +$515K +11,295 +29%
PFS
34
Prospera Financial Services
Texas
$2.28M +$37.3K +818 +2%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$2.27M +$51.9K +1,138 +2%
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$2.2M +$5.2K +114 +0.2%
FCFC
37
First Citizens Financial Corp
Iowa
$2.16M -$57.8K -1,268 -3%
Stifel Financial
38
Stifel Financial
Missouri
$2.04M +$182K +3,989 +10%
SA
39
Sanctuary Advisors
Indiana
$2M +$324K +6,779 +19%
SF
40
Synovus Financial
Georgia
$1.99M +$36.3K +796 +2%
SWP
41
Sagespring Wealth Partners
Tennessee
$1.96M +$1.96M +43,055 New
Jones Financial Companies
42
Jones Financial Companies
Missouri
$1.92M +$1.08M +23,665 +128%
GT
43
Glenview Trust
Kentucky
$1.92M +$1.23M +27,057 +180%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.89M -$681K -14,938 -26%
SS
45
Sunbelt Securities
Texas
$1.77M +$165K +3,658 +10%
HNB
46
Huntington National Bank
Ohio
$1.77M -$1.81M – –
BIA
47
Biondo Investment Advisors
Pennsylvania
$1.71M +$34.2K +750 +2%
WA
48
Wealthstar Advisors
Texas
$1.71M +$1.71M +37,488 New
WC
49
Waterloo Capital
Texas
$1.66M +$9.39K +206 +0.6%
WDL
50
Well Done LLC
Michigan
$1.66M – – –
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