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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$101M
4
TA
4
Townsend & Associates
Colorado
$5.32M
5
CI
5
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$1.32M
2
BlackRock
2
BlackRock
New York
$74.4M
3
AC
3
Allstate Corporation
Illinois
$0
4
M&T Bank
4
M&T Bank
New York
$5.7M
5
UBS Group
5
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$3.97M +$2.39M +51,510 +152%
SFO
52
Stokes Family Office
Louisiana
$3.95M -$417K -8,964 -10%
D
53
Dentgroup
Louisiana
$3.91M -$205K -4,409 -5%
IF
54
Ironwood Financial
Arizona
$3.55M -$37K -795 -1%
Truist Financial
55
Truist Financial
North Carolina
$3.42M -$83.3K -1,792 -2%
JC
56
JB Capital
Connecticut
$3.34M +$534K +11,476 +19%
CWM
57
Centurion Wealth Management
Virginia
$3.27M +$3.27M +70,433 New
MC
58
McMorgan & Co
California
$2.99M +$27.1K +583 +0.9%
IWC
59
Integrated Wealth Concepts
Massachusetts
$2.96M +$13.9K +298 +0.5%
Corient Private Wealth
60
Corient Private Wealth
Florida
$2.75M +$2.75M +59,172 New
FAM
61
Forte Asset Management
New York
$2.7M +$654K +14,060 +32%
AWM
62
Avaii Wealth Management
Wisconsin
$2.68M -$31.2K -671 -1%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$2.49M -$96.5K -2,075 -4%
Creative Planning
64
Creative Planning
Kansas
$2.47M -$3.44K -74 -0.1%
EL
65
EQ LLC
Washington
$2.45M +$140K +3,009 +6%
CFGS
66
Concourse Financial Group Securities
Alabama
$2.45M +$208K +4,473 +9%
Allianz Asset Management
67
Allianz Asset Management
Germany
$2.39M – – –
SWM
68
Spire Wealth Management
Virginia
$2.36M +$175K +3,773 +8%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$2.29M -$274K -5,902 -11%
DE
70
Day & Ennis
Georgia
$2.26M -$1.06M -22,861 -32%
NA
71
NewEdge Advisors
Louisiana
$2.17M -$255K -13,066 -11%
KNW
72
Kesler Norman & Wride
Utah
$2.14M -$979K -21,057 -31%
FCFC
73
First Citizens Financial Corp
Iowa
$1.99M -$32.2K -692 -2%
AI
74
Atria Investments
North Carolina
$1.99M +$278K +5,969 +16%
SF
75
Synovus Financial
Georgia
$1.97M +$13.5K +291 +0.7%
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