IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
51
MGO One Seven
Ohio
$2.25M +$2.25M +51,472 New
T
52
TCWP
Ohio
$2.21M +$556K +12,701 +34%
BTI
53
Blue Trust Inc
Georgia
$2.06M +$175K +3,772 +9%
PAG
54
Private Advisor Group
New Jersey
$2.03M -$808K -18,468 -28%
SF
55
Synovus Financial
Georgia
$1.86M +$8.44K +193 +0.5%
SS
56
Sunbelt Securities
Texas
$1.84M +$69.2K +1,594 +4%
BIA
57
Biondo Investment Advisors
Pennsylvania
$1.62M -$82.3K -1,880 -5%
SW
58
SVB Wealth
Massachusetts
$1.57M +$8.93K +204 +0.6%
NA
59
NewEdge Advisors
Louisiana
$1.57M -$3.1M -73,784 -66%
OCM
60
One Capital Management
California
$1.56M -$47.8K -1,093 -3%
CCA
61
Cottonwood Capital Advisors
Utah
$1.51M +$40.2K +919 +3%
HNB
62
Huntington National Bank
Ohio
$1.5M -$1.81M – –
TFA
63
Teamwork Financial Advisors
Texas
$1.49M -$43.1K -985 -3%
IWC
64
Integrated Wealth Concepts
Massachusetts
$1.47M -$1.32M -30,068 -47%
HF
65
HRT Financial
New York
$1.45M +$1.45M +33,249 New
SFWA
66
Summit Financial Wealth Advisors
Louisiana
$1.45M -$4.64K -106 -0.3%
KNW
67
Kesler Norman & Wride
Utah
$1.44M -$575K -13,137 -29%
IWM
68
IHT Wealth Management
Illinois
$1.43M +$543K +12,410 +61%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1.41M +$1.03M +23,583 +276%
V
70
Veritable
Delaware
$1.39M – – –
AC
71
Allstate Corporation
Illinois
$1.38M +$1.38M +31,540 New
MHR
72
Matthew Hamilton Rosenberg
$1.37M -$1.09K -25 -0.1%
RT
73
Rockland Trust
Massachusetts
$1.34M -$85.6K -1,956 -6%
MA
74
Mutual Advisors
Nebraska
$1.28M +$960K +21,937 +301%
FWMM
75
Foundation Wealth Management (Missouri)
Missouri
$1.15M -$355K -8,112 -24%
1 2
3
4 5