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iShares US Energy ETF
IYE

Overview Fund Activity

313 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
313
Holders Change
+58
Holders Change %
+22.75%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
72
Increased
152
Reduced
36
Closed
13
Calls
$3.47M
Puts
–
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$687M
2
Morgan Stanley
2
Morgan Stanley
New York
$189M
3
BlackRock
3
BlackRock
New York
$197M
4
LPL Financial
4
LPL Financial
California
$126M
5
B
5
Barings
North Carolina
$19M

Top Sellers

1
WA
1
WP Advisors
California
$0
2
RT
2
Rockland Trust
Massachusetts
$1.64M
3
BA
3
Ballew Advisors
Mississippi
$1.06M
4
EH
4
Equitable Holdings
New York
$2.18M
5
HNB
5
Huntington National Bank
Ohio
$635K
Name Market Value Shares Shares
Change 		Shares
Change %
SHJ
51
Sharkey, Howes & Javer
Colorado
$5.1M 175,343 +38,073 +28%
CFGS
52
Concourse Financial Group Securities
Alabama
$5.08M 174,771 +62,804 +56%
SW
53
SteelPeak Wealth
California
$4.96M 170,427 +170,427 New
CA
54
Calton & Associates
Florida
$4.93M 169,425 +14,628 +9%
CCA
55
Cadent Capital Advisors
Oklahoma
$4.83M 166,027 +13,280 +9%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$4.68M 161,004 +99,531 +162%
Truist Financial
57
Truist Financial
North Carolina
$4.63M 159,064 +91,167 +134%
HighTower Advisors
58
HighTower Advisors
Illinois
$4.59M 157,975 +26,119 +20%
TSA
59
Tri-Star Advisors
Texas
$4.38M 150,702 +28,218 +23%
Prudential Financial
60
Prudential Financial
New Jersey
$4.15M 142,476 +35,092 +33%
BCA
61
Biltmore Capital Advisors
New Jersey
$4.05M 139,173 +46,846 +51%
KNW
62
Kesler Norman & Wride
Utah
$3.99M 149,424 +140,666 +1,606%
EL
63
EQ LLC
Washington
$3.89M 135,932 +29,386 +28%
SMG
64
Spectrum Management Group
Indiana
$3.85M 132,174 +28,482 +27%
MSWMA
65
Market Street Wealth Management Advisors
Indiana
$3.81M 131,092 +119,403 +1,021%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$3.81M 130,933 +77,104 +143%
BRWA
67
B. Riley Wealth Advisors
Florida
$3.67M 126,038 +16,580 +15%
SMFG
68
Sumitomo Mitsui Financial Group
Japan
$3.66M 125,744 +13,151 +12%
MSAM
69
Moloney Securities Asset Management
Missouri
$3.64M 125,123 +7,736 +7%
LWM
70
Liberty Wealth Management
California
$3.59M 123,422 +123,422 New
IWM
71
IHT Wealth Management
Illinois
$3.59M 123,339 +78,146 +173%
BWP
72
Bernardo Wealth Planning
Pennsylvania
$3.32M 114,211 +114,211 New
OAP
73
One Advisory Partners
Kansas
$3.3M 113,439 +7,930 +8%
SL
74
SWMG LLC
Texas
$3.29M 112,916 +21,463 +23%
ANTB
75
AMG National Trust Bank
Colorado
$3.22M 110,859 +10,038 +10%
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