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iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WDL
51
Well Done LLC
Michigan
$1.66M 35,740 +35,740 New
SS
52
Sunbelt Securities
Texas
$1.65M 35,610 +3,158 +10%
D
53
Dentgroup
Louisiana
$1.65M 35,553 -3,107 -8%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.61M 34,805 -867 -2%
SFWA
55
Summit Financial Wealth Advisors
Louisiana
$1.5M 32,265 +47 +0.1%
IWM
56
IHT Wealth Management
Illinois
$1.46M 30,729 +728 +2%
TRCT
57
Tower Research Capital (TRC)
New York
$1.41M 30,445 +13,597 +81%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.39M 30,047 -2,833 -9%
IWC
59
Integrated Wealth Concepts
Massachusetts
$1.38M 29,821 +3,053 +11%
PAG
60
Private Advisor Group
New Jersey
$1.31M 28,313 +3,722 +15%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.3M 27,964 -9,104 -25%
Creative Planning
62
Creative Planning
Kansas
$1.29M 27,755 +20 +0.1%
HWA
63
Heartwood Wealth Advisors
Virginia
$1.24M 26,725 +2,209 +9%
Truist Financial
64
Truist Financial
North Carolina
$1.19M 25,657 +644 +3%
WTC
65
WhitTier Trust Company
Nevada
$1.17M 25,173 +22,668 +905%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$1.16M 25,035 -1,885 -7%
RT
67
Rockland Trust
Massachusetts
$1.16M 25,007 -2,303 -8%
FWMM
68
Foundation Wealth Management (Missouri)
Missouri
$1.16M 24,989 -439 -2%
BTI
69
Blue Trust Inc
Georgia
$1.14M 23,788 – –
HH
70
Hilltop Holdings
Texas
$1.14M 24,607 +24,607 New
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$1.14M 24,528 +8,245 +51%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$1.09M 23,455 -3,988 -15%
BA
73
Ballew Advisors
Mississippi
$1.07M 22,208 -366 -2%
KF
74
KKM Financial
Illinois
$1.05M 22,583 – –
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.03M 22,153 +5,971 +37%
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