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iShares US Energy ETF
IYE

Overview Fund Activity

301 hedge funds and large institutions have $684M invested in iShares US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
45
Reduced
121
Closed
42
Calls
$1.11M
Puts
$470K
Net Calls
+$641K
Net Calls Change
-$173K

Top Buyers

1
BA
1
Bellwether Advisors
Nebraska
$9.17M
2
RSWM
2
Robertson Stephens Wealth Management
California
$5.04M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$5.41M
5
Goldman Sachs
5
Goldman Sachs
New York
$29.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.07M
2
TA
2
Townsend & Associates
Colorado
$0
3
Jane Street
3
Jane Street
New York
$0
4
EE
4
EWG Elevate
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$1.56M +$46.3K +976 +3%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.53M -$2.81M -59,322 -65%
SS
53
Sunbelt Securities
Texas
$1.5M -$266K -5,603 -15%
PAG
54
Private Advisor Group
New Jersey
$1.46M -$278K -5,863 -16%
SFWA
55
Summit Financial Wealth Advisors
Louisiana
$1.46M -$5.77K -131 -0.4%
RT
56
Rockland Trust
Massachusetts
$1.34M -$11.5K -242 -0.8%
UCFA
57
United Capital Financial Advisors
Texas
$1.3M +$96.9K +2,044 +8%
HNB
58
Huntington National Bank
Ohio
$1.27M -$1.16M – –
WMWM
59
Whitaker-Myers Wealth Managers
Ohio
$1.26M +$232K +4,895 +23%
PFO
60
Pathstone Family Office
New Jersey
$1.26M +$1.26M +26,591 New
KNW
61
Kesler Norman & Wride
Utah
$1.25M -$202K -4,253 -14%
Truist Financial
62
Truist Financial
North Carolina
$1.23M -$50.6K -1,067 -4%
FWMM
63
Foundation Wealth Management (Missouri)
Missouri
$1.18M -$85.1K -1,795 -7%
CAM
64
Cresset Asset Management
Illinois
$1.17M – – –
MA
65
Mutual Advisors
Nebraska
$1.14M +$205K +4,321 +22%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$1.14M +$1.14M +23,981 New
BA
67
Ballew Advisors
Mississippi
$1.11M -$15.4K -343 -1%
WA
68
Wealthstar Advisors
Texas
$1.07M +$1.07M +22,482 New
IWC
69
Integrated Wealth Concepts
Massachusetts
$1.06M -$167K -3,511 -14%
AWS
70
Atria Wealth Solutions
New York
$1.04M -$7.87K -165 -0.7%
HWA
71
Heartwood Wealth Advisors
Virginia
$1.04M +$22.6K +477 +2%
GC
72
Grimes & Company
Massachusetts
$948K – – –
BlackRock
73
BlackRock
New York
$932K +$650K +13,714 +231%
CA
74
Cetera Advisors
Colorado
$925K -$58.9K -1,242 -6%
PAG
75
Private Advisory Group
Washington
$911K -$2.51K -53 -0.3%
1 2
3
4 5