IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

306 hedge funds and large institutions have $663M invested in iShares US Energy ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 139 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-31
Holders Change %
-9.2%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
23
Increased
61
Reduced
139
Closed
52
Calls
$1.43M
Puts
$613K
Net Calls
+$814K
Net Calls Change
+$105K

Top Buyers

1
TA
1
Townsend & Associates
Colorado
$12.8M
2
EE
2
EWG Elevate
California
$5.27M
3
Jane Street
3
Jane Street
New York
$8.76M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.92M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.89M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$29M
2
Bank of America
2
Bank of America
North Carolina
$59.8M
3
SFI
3
SPC Financial Inc
Maryland
$827K
4
Ameriprise
4
Ameriprise
Minnesota
$8.24M
5
ASN
5
Advisory Services Network
Georgia
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
51
Biondo Investment Advisors
Pennsylvania
$1.59M +$428 +10 +0%
CCA
52
Cottonwood Capital Advisors
Utah
$1.55M +$66.8K +1,559 +5%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.54M -$762K -17,784 -33%
SW
54
SVB Wealth
Massachusetts
$1.54M – – –
NA
55
NewEdge Advisors
Louisiana
$1.52M -$79.6K -1,857 -5%
SFWA
56
Summit Financial Wealth Advisors
Louisiana
$1.42M +$5.14K +120 +0.4%
PFS
57
Prospera Financial Services
Texas
$1.36M -$7.64M -178,201 -85%
KNW
58
Kesler Norman & Wride
Utah
$1.31M -$97.5K -2,275 -7%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$1.29M +$424K +9,891 +49%
V
60
Veritable
Delaware
$1.27M -$91.5K -2,137 -7%
RT
61
Rockland Trust
Massachusetts
$1.22M -$89.8K -2,097 -7%
QIM
62
Quantitative Investment Management
Virginia
$1.21M +$1.21M +28,292 New
Truist Financial
63
Truist Financial
North Carolina
$1.16M -$1.5M -34,991 -56%
HNB
64
Huntington National Bank
Ohio
$1.16M -$1.5M – –
FWMM
65
Foundation Wealth Management (Missouri)
Missouri
$1.15M +$22.5K +526 +2%
IWC
66
Integrated Wealth Concepts
Massachusetts
$1.11M -$327K -7,628 -23%
CA
67
CoreCap Advisors
Michigan
$1.11M +$1.11M +25,905 New
BA
68
Ballew Advisors
Mississippi
$1.11M – – –
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$1.09M +$1.06M +24,781 +3,789%
UCFA
70
United Capital Financial Advisors
Texas
$1.09M -$25K -583 -2%
NL
71
NWAM LLC
Washington
$1.09M +$648K +15,126 +148%
CAM
72
Cresset Asset Management
Illinois
$1.06M +$156K +3,651 +17%
AWS
73
Atria Wealth Solutions
New York
$944K -$2.62M -61,272 -74%
TCM
74
Triumph Capital Management
Colorado
$938K +$938K +21,895 New
WMWM
75
Whitaker-Myers Wealth Managers
Ohio
$930K -$5.48K -128 -0.6%
1 2
3
4 5