IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$41.7M
2
LPL Financial
2
LPL Financial
California
$29.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.43M
4
BlackRock
4
BlackRock
New York
$64.5K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.63M +$48.4K +1,062 +3%
JWCA
52
J.W. Cole Advisors
Florida
$1.63M -$94.4K -2,071 -5%
D
53
Dentgroup
Louisiana
$1.6M -$16.7K -366 -1%
QC
54
Quadrature Capital
United Kingdom
$1.58M +$1.58M +34,678 New
OIA
55
OneDigital Investment Advisors
Kansas
$1.55M -$680K -14,920 -31%
PAG
56
Private Advisor Group
New Jersey
$1.49M +$199K +4,360 +15%
SFWA
57
Summit Financial Wealth Advisors
Louisiana
$1.47M -$36.9K -789 -2%
IWM
58
IHT Wealth Management
Illinois
$1.47M +$68.4K +1,502 +5%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$1.34M -$33.3K -731 -2%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.22M +$79.9K +1,753 +7%
HWA
61
Heartwood Wealth Advisors
Virginia
$1.22M – – –
Truist Financial
62
Truist Financial
North Carolina
$1.22M +$47.9K +1,051 +4%
Creative Planning
63
Creative Planning
Kansas
$1.21M -$50.3K -1,103 -4%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$1.17M -$107K -2,359 -8%
Jane Street
65
Jane Street
New York
$1.16M +$1.16M +25,494 New
RT
66
Rockland Trust
Massachusetts
$1.14M – – –
WTC
67
WhitTier Trust Company
Nevada
$1.13M -$19.8K -434 -2%
FWMM
68
Foundation Wealth Management (Missouri)
Missouri
$1.11M -$26.2K -576 -2%
MA
69
Mutual Advisors
Nebraska
$1.09M +$44.4K +895 +4%
BA
70
Ballew Advisors
Mississippi
$1.08M +$12.6K +263 +1%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$413K +9,068 +66%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$1.03M -$37.4K -820 -3%
KF
73
KKM Financial
Illinois
$1.03M – – –
CCA
74
Cottonwood Capital Advisors
Utah
$968K -$36.7K -805 -4%
Corient Private Wealth
75
Corient Private Wealth
Florida
$964K -$169K -8,648 -15%
1 2
3
4 5