iShares US Energy ETF
351 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.
399% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $202K
155% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 31
15% more funds holding
Funds holding: 305 → 351 (+46)
11% more capital invested
Capital invested by funds: $1.9B → $2.12B (+$215M)
1.59% more ownership
Funds ownership: 84.02% → 85.61% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 118
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$40.1M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$11.7M |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$7.92M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.68M |
| 5 |
OC
Oppenheimer & Co
New York
|
+$5.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$32.4M |
| 2 |
Goldman Sachs
New York
|
-$23.1M |
| 3 |
BlackRock
New York
|
-$12.2M |
| 4 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$5.86M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$4.39M |
IYE Hedge Fund Activity: Q4 2021 in Review
351 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q4 2021, worth a combined $2.12B — up 11% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IYE positions and 31 closed out — a net gain of 48 holders — while 102 added to existing stakes and 118 trimmed.
The largest buyer was Prudential Financial, adding an estimated $40.1M. The largest seller was Envestnet Asset Management, cutting an estimated $32.4M.
- 351 institutional investors held iShares US Energy ETF (IYE) as of Q4 2021, up from 305 in Q3 2021.
- Funds reported $2.12B of iShares US Energy ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 79 funds opened new iShares US Energy ETF positions in Q4 2021 and 31 closed out, a net change of +48 holders.
- The largest iShares US Energy ETF buyer in Q4 2021 was Prudential Financial, an estimated $40.1M added.
- The largest iShares US Energy ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $32.4M sold.
Based on aggregated 13F filings for Q4 2021.