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iShares US Energy ETF
IYE

Overview Fund Activity

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.66M +$298K +6,753 +22%
BlackRock
52
BlackRock
New York
$1.64M +$775K +17,570 +89%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.63M +$18.2K +412 +1%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.59M -$23K -522 -1%
SFWA
55
Summit Financial Wealth Advisors
Louisiana
$1.46M +$1.72K +39 +0.1%
CCA
56
Cottonwood Capital Advisors
Utah
$1.43M -$31.2K -707 -2%
OIA
57
OneDigital Investment Advisors
Kansas
$1.42M +$1.17M +26,566 +467%
JWCA
58
J.W. Cole Advisors
Florida
$1.41M +$1.41M +31,952 New
NA
59
NewEdge Advisors
Louisiana
$1.41M -$60.4K -1,370 -4%
SS
60
Sunbelt Securities
Texas
$1.38M -$17.6K -400 -1%
IWM
61
IHT Wealth Management
Illinois
$1.33M +$523K +11,852 +65%
RT
62
Rockland Trust
Massachusetts
$1.24M -$7.32K -166 -0.6%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$1.22M +$1.22M +27,719 New
HNB
64
Huntington National Bank
Ohio
$1.21M -$1.27M – –
FWMM
65
Foundation Wealth Management (Missouri)
Missouri
$1.15M +$50.3K +1,141 +5%
KWM
66
Keebeck Wealth Management
Illinois
$1.13M +$938K +21,270 +496%
WMWM
67
Whitaker-Myers Wealth Managers
Ohio
$1.11M -$60.2K -1,365 -5%
KNW
68
Kesler Norman & Wride
Utah
$1.06M -$98.8K -2,240 -9%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$1.05M +$340K +7,715 +48%
BA
70
Ballew Advisors
Mississippi
$1.05M -$3.3K -78 -0.3%
MA
71
Mutual Advisors
Nebraska
$1.01M -$48.8K -1,107 -5%
GT
72
Glenview Trust
Kentucky
$1.01M +$1.01M +22,867 New
KF
73
KKM Financial
Illinois
$996K +$996K +22,583 New
JWS
74
Juncture Wealth Strategies
Arizona
$995K +$995K +22,546 New
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$993K -$64.9K -1,470 -6%
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