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iShares US Energy ETF
IYE

Overview Fund Activity

305 hedge funds and large institutions have $1.9B invested in iShares US Energy ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
305
Holders Change
-8
Holders Change %
-2.56%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
84
Reduced
129
Closed
31
Calls
$7.1M
Puts
–
Net Calls
+$7.1M
Net Calls Change
+$3.63M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$40.9M
2
HF
2
HRT Financial
New York
$3.89M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$3.44M
4
HPC
4
Hobart Private Capital
North Carolina
$3.92M
5
RA
5
RFG Advisory
Alabama
$1.46M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$560M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Bank of America
3
Bank of America
North Carolina
$78.1M
4
B
4
Barings
North Carolina
$0
5
PAS
5
Park Avenue Securities
New York
$59.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SMFG
51
Sumitomo Mitsui Financial Group
Japan
$3.93M 138,905 +13,161 +10%
HPC
52
Hobart Private Capital
North Carolina
$3.92M 138,775 +118,839 +596%
HF
53
HRT Financial
New York
$3.89M 137,820 +137,820 New
EL
54
EQ LLC
Washington
$3.82M 135,177 -755 -0.6%
FIA
55
Foundations Investment Advisors
Arizona
$3.82M 128,517 +16,218 +14%
HighTower Advisors
56
HighTower Advisors
Illinois
$3.59M 127,064 -30,911 -20%
LWA
57
Lineweaver Wealth Advisors
Ohio
$3.51M 124,130 -64,902 -34%
TSA
58
Tri-Star Advisors
Texas
$3.44M 111,220 -39,482 -26%
CIAS
59
CFS Investment Advisory Services
New Jersey
$3.44M 121,773 +121,773 New
CAN
60
Cetera Advisor Networks
California
$3.43M 121,503 +36,795 +43%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$3.31M 117,099 -160,803 -58%
BCM
62
Brookstone Capital Management
Illinois
$3.31M 108,036 -414,208 -79%
SMG
63
Spectrum Management Group
Indiana
$3.3M 116,777 -15,397 -12%
LWM
64
Liberty Wealth Management
California
$3.14M 110,925 -12,497 -10%
ANTB
65
AMG National Trust Bank
Colorado
$3.11M 110,190 -669 -0.6%
BRWA
66
B. Riley Wealth Advisors
Florida
$3.1M 109,732 -16,306 -13%
Prudential Financial
67
Prudential Financial
New Jersey
$3.04M 113,431 -29,045 -20%
BCA
68
Biltmore Capital Advisors
New Jersey
$2.99M 105,813 -33,360 -24%
PAG
69
Private Advisor Group
New Jersey
$2.82M 99,664 +40,379 +68%
CS
70
Comerica Securities
Michigan
$2.79M 98,729 -8,326 -8%
I
71
INVST
Indiana
$2.73M 96,685 +2,410 +3%
TF
72
Trek Financial
Arizona
$2.61M 92,434 +33,442 +57%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$2.6M 92,071 +2,032 +2%
MMA
74
Miracle Mile Advisors
California
$2.55M 90,065 +3,689 +4%
OAP
75
One Advisory Partners
Kansas
$2.45M 86,829 -26,610 -23%
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