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iShares US Energy ETF
IYE

Overview Fund Activity

295 hedge funds and large institutions have $674M invested in iShares US Energy ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 32 closing their positions.

Holders
295
Holders Change
-12
Holders Change %
-3.91%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
92
Reduced
104
Closed
32
Calls
$811K
Puts
$58K
Net Calls
+$753K
Net Calls Change
-$962K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.5M
2
HF
2
HRT Financial
New York
$2.95M
3
SA
3
Sanctuary Advisors
Indiana
$1.95M
4
PCH
4
PGIM Custom Harvest
New Jersey
$71.2M
5
GAG
5
Goodman Advisory Group
Massachusetts
$1.28M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.38M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$28M
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
51
Biondo Investment Advisors
Pennsylvania
$1.75M 36,360 +1,080 +3%
WC
52
Waterloo Capital
Texas
$1.72M 35,886 -1,645 -4%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.71M 35,672 +645 +2%
PFS
54
Prospera Financial Services
Texas
$1.65M 34,414 +469 +1%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.58M 32,880 -1,214 -4%
SS
56
Sunbelt Securities
Texas
$1.56M 32,452 -972 -3%
SFWA
57
Summit Financial Wealth Advisors
Louisiana
$1.55M 32,218 -9 -0%
OIA
58
OneDigital Investment Advisors
Kansas
$1.53M 31,931 +14,332 +81%
IWM
59
IHT Wealth Management
Illinois
$1.43M 30,001 -48 -0.2%
Creative Planning
60
Creative Planning
Kansas
$1.33M 27,735 -11,221 -29%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$1.32M 27,443 +435 +2%
RT
62
Rockland Trust
Massachusetts
$1.31M 27,310 -807 -3%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.29M 26,920 +2,935 +12%
IWC
64
Integrated Wealth Concepts
Massachusetts
$1.28M 26,768 -7,847 -23%
CCA
65
Cottonwood Capital Advisors
Utah
$1.28M 27,374 -791 -3%
GAG
66
Goodman Advisory Group
Massachusetts
$1.28M 26,682 +26,682 New
KCM
67
KM Capital Management
Texas
$1.26M 26,240 +987 +4%
FWMM
68
Foundation Wealth Management (Missouri)
Missouri
$1.22M 25,428 -32 -0.1%
AC
69
Allstate Corporation
Illinois
$1.22M 25,400 +25,400 New
Truist Financial
70
Truist Financial
North Carolina
$1.2M 25,013 +181 +0.7%
PAG
71
Private Advisor Group
New Jersey
$1.18M 24,591 +1,894 +8%
HWA
72
Heartwood Wealth Advisors
Virginia
$1.18M 24,516 +79 +0.3%
BTI
73
Blue Trust Inc
Georgia
$1.18M 23,788 – –
FEM
74
Fulcrum Equity Management
Texas
$1.14M 23,845 +23,845 New
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$1.1M 22,823 +1,819 +9%
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3
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