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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$3.66M 93,108 +32,798 +54%
Citadel Advisors
52
Citadel Advisors
Florida
$3.43M 87,312 +73,212 +519%
LWA
53
Lineweaver Wealth Advisors
Ohio
$3.4M 86,344 +140 +0.2%
TRCT
54
Tower Research Capital (TRC)
New York
$3.3M 83,856 +35,630 +74%
AWS
55
Atria Wealth Solutions
New York
$3.13M 79,502 -87,642 -52%
IF
56
Ironwood Financial
Arizona
$3.03M 77,071 -6,419 -8%
Truist Financial
57
Truist Financial
North Carolina
$2.96M 75,274 -55,828 -43%
DE
58
Day & Ennis
Georgia
$2.81M 71,397 -2,465 -3%
KNW
59
Kesler Norman & Wride
Utah
$2.63M 67,008 -37,629 -36%
GIA
60
Goodwin Investment Advisory
Georgia
$2.54M 64,586 +64,586 New
MC
61
McMorgan & Co
California
$2.51M 63,717 +63,717 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$2.49M 63,307 +5,561 +10%
JC
63
JB Capital
Connecticut
$2.37M 60,281 -201,244 -77%
AWM
64
Avaii Wealth Management
Wisconsin
$2.29M 58,220 -14,158 -20%
PAMG
65
Patton Albertson Miller Group
Tennessee
$2.27M 57,695 -17,235 -23%
SS
66
Sunbelt Securities
Texas
$2.2M 55,937 +11,756 +27%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$2.19M 55,634 +5,230 +10%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$2.17M 55,244 -235,600 -81%
Creative Planning
69
Creative Planning
Kansas
$2.09M 53,155 +658 +1%
Allianz Asset Management
70
Allianz Asset Management
Germany
$2.02M 51,490 -54,000 -51%
PFA
71
Pettinga Financial Advisors
Indiana
$1.98M 50,412 -63,347 -56%
EL
72
EQ LLC
Washington
$1.95M 49,620 -14,853 -23%
CW
73
CreativeOne Wealth
Kansas
$1.95M 49,516 -100,715 -67%
CFGS
74
Concourse Financial Group Securities
Alabama
$1.89M 48,121 -31,898 -40%
SWM
75
Spire Wealth Management
Virginia
$1.85M 47,036 -67,356 -59%
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