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iShares US Energy ETF
IYE

Overview Fund Activity

255 hedge funds and large institutions have $1.62B invested in iShares US Energy ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
255
Holders Change
+79
Holders Change %
+44.89%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
102
Increased
62
Reduced
40
Closed
22
Calls
$887K
Puts
$283K
Net Calls
+$604K
Net Calls Change
+$314K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$513M
2
BlackRock
2
BlackRock
New York
$142M
3
LPL Financial
3
LPL Financial
California
$93.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
Bank of America
5
Bank of America
North Carolina
$91M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.07M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.2M
3
HF
3
HRT Financial
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
JSL
5
JT Stratford LLC
Georgia
$372K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$1.19M -$229K -8,714 -16%
IWM
77
IHT Wealth Management
Illinois
$1.19M +$112K +4,289 +10%
SF
78
Synovus Financial
Georgia
$1.15M +$7.04K +268 +0.6%
CWM
79
Centric Wealth Management
Illinois
$1.13M -$591K -22,530 -34%
MAFM
80
Mid Atlantic Financial Management
Pennsylvania
$1.11M +$819K +31,235 +280%
FEM
81
Fulcrum Equity Management
Texas
$1.09M +$1.09M +41,614 New
VWM
82
Venturi Wealth Management
Texas
$1.07M +$1.07M +40,631 New
MCIA
83
Mountain Capital Investment Advisors
Colorado
$995K +$995K +38,881 New
FAIM
84
Financial Advocates Investment Management
Washington
$991K +$991K +23,156 New
VAM
85
Verity Asset Management
North Carolina
$988K +$988K +37,672 New
KPW
86
Kore Private Wealth
New York
$970K +$47.9K +1,828 +5%
MYIA
87
Mount Yale Investment Advisors
Colorado
$939K +$939K +35,791 New
SI
88
Stephens Inc
Arkansas
$931K +$402K +15,317 +76%
NNP
89
Nachman Norwood & Parrott
South Carolina
$909K – – –
BHWM
90
Bay Harbor Wealth Management
Maryland
$903K +$903K +34,421 New
T
91
TRUADVICE
Florida
$873K +$873K +32,106 New
CAM
92
Concorde Asset Management
Michigan
$865K +$328K +12,486 +61%
NF
93
Nikulski Financial
Iowa
$860K -$488K -18,621 -36%
V
94
Veritable
Delaware
$854K -$12.2K -465 -1%
BIA
95
Biondo Investment Advisors
Pennsylvania
$844K +$17.8K +680 +2%
FCFC
96
First Citizens Financial Corp
Iowa
$841K +$80.7K +3,077 +11%
KCA
97
Karn Couzens & Associates
Connecticut
$801K +$150K +5,725 +23%
ASN
98
Advisory Services Network
Georgia
$779K +$635K +24,205 +441%
KWM
99
Keebeck Wealth Management
Illinois
$777K +$777K +29,635 New
Baird Financial Group
100
Baird Financial Group
Wisconsin
$775K +$506K +19,265 +188%
2 3
4
5 6