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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
51
SteelPeak Wealth
California
$4.37M -$332K -11,035 -7%
Citadel Advisors
52
Citadel Advisors
Florida
$4.3M -$3.13M -104,056 -42%
SHJ
53
Sharkey, Howes & Javer
Colorado
$4.24M -$388K -12,882 -8%
HPC
54
Hobart Private Capital
North Carolina
$4.11M -$67.4K -2,240 -2%
IWP
55
Icon Wealth Partners
Texas
$4.11M -$242K -8,043 -6%
EL
56
EQ LLC
Washington
$3.87M -$200K -6,649 -5%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$3.79M +$3.18M +105,779 +523%
CAN
58
Cetera Advisor Networks
California
$3.71M +$50.8K +1,689 +1%
SMFG
59
Sumitomo Mitsui Financial Group
Japan
$3.69M -$496K -16,477 -12%
HighTower Advisors
60
HighTower Advisors
Illinois
$3.63M -$177K -5,916 -5%
TSA
61
Tri-Star Advisors
Texas
$3.6M -$165K -4,867 -4%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$3.52M -$766K -25,434 -18%
CIAS
63
CFS Investment Advisory Services
New Jersey
$3.41M -$850K -24,282 -20%
KFSC
64
Keystone Financial Services (Colorado)
Colorado
$3.41M +$3.41M +113,212 New
ANTB
65
AMG National Trust Bank
Colorado
$3.28M -$42.1K -1,397 -1%
BRWA
66
B. Riley Wealth Advisors
Florida
$3.25M -$54.5K -1,811 -2%
LWA
67
Lineweaver Wealth Advisors
Ohio
$3.23M -$511K -16,970 -14%
SMG
68
Spectrum Management Group
Indiana
$3.19M -$328K -10,882 -9%
BCA
69
Biltmore Capital Advisors
New Jersey
$3.16M -$25.1K -833 -0.8%
JSW
70
Journey Strategic Wealth
New Jersey
$3.08M +$3.08M +102,416 New
SWP
71
Stratos Wealth Partners
Ohio
$3.01M +$3.01M +99,852 New
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$3.01M +$3.01M +99,843 New
PA
73
Procyon Advisors
Connecticut
$2.96M -$5.73M -190,266 -66%
CAG
74
Csenge Advisory Group
Florida
$2.95M +$683K +23,076 +30%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$2.83M +$59.2K +1,967 +2%
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3
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