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iShares US Energy ETF
IYE

Overview Fund Activity

307 hedge funds and large institutions have $703M invested in iShares US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 123 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
75
Reduced
123
Closed
34
Calls
$1.86M
Puts
$143K
Net Calls
+$1.72M
Net Calls Change
+$1.46M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.48M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.3M
4
WI
4
Wintrust Investments
Illinois
$2.81M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.2M
3
PFS
3
Prospera Financial Services
Texas
$1.68M
4
RJA
4
Raymond James & Associates
Florida
$4.14M
5
FGAM
5
Financial Gravity Asset Management
Texas
$55.9K
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$1.79M 36,002 +4,050 +13%
BIA
52
Biondo Investment Advisors
Pennsylvania
$1.74M 35,280 -3,395 -9%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.73M 35,027 -1,956 -5%
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.71M 34,615 -41,826 -55%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.68M 34,094 -1,928 -5%
PFS
56
Prospera Financial Services
Texas
$1.68M 33,945 -178,084 -84%
SS
57
Sunbelt Securities
Texas
$1.65M 33,424 +2,203 +7%
CA
58
Cetera Advisors
Colorado
$1.61M 32,605 +14,402 +79%
NA
59
NewEdge Advisors
Louisiana
$1.61M 32,504 +587 +2%
SFWA
60
Summit Financial Wealth Advisors
Louisiana
$1.59M 32,227 -894 -3%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.57M 31,700 +31,700 New
NA
62
Navellier & Associates
Nevada
$1.5M 30,433 +30,433 New
IWM
63
IHT Wealth Management
Illinois
$1.48M 30,049 -55 -0.2%
CCA
64
Cottonwood Capital Advisors
Utah
$1.4M 28,165 -4,228 -13%
RT
65
Rockland Trust
Massachusetts
$1.39M 28,117 -1 -0%
AWS
66
Atria Wealth Solutions
New York
$1.34M 27,030 +6,500 +32%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$1.33M 27,008 -711 -3%
HNB
68
Huntington National Bank
Ohio
– – – –
FWMM
69
Foundation Wealth Management (Missouri)
Missouri
$1.26M 25,460 -641 -2%
KCM
70
KM Capital Management
Texas
$1.25M 25,253 +18,800 +291%
Truist Financial
71
Truist Financial
North Carolina
$1.23M 24,832 -29,592 -54%
BA
72
Ballew Advisors
Mississippi
$1.22M 23,819 -908 -4%
HWA
73
Heartwood Wealth Advisors
Virginia
$1.21M 24,437 +2,498 +11%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$1.18M 23,985 +247 +1%
BTI
75
Blue Trust Inc
Georgia
$1.18M 23,788 +9,557 +67%
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