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iShares US Energy ETF
IYE

Overview Fund Activity

305 hedge funds and large institutions have $1.9B invested in iShares US Energy ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
305
Holders Change
-8
Holders Change %
-2.56%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
84
Reduced
129
Closed
31
Calls
$7.1M
Puts
–
Net Calls
+$7.1M
Net Calls Change
+$3.63M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$40.9M
2
HF
2
HRT Financial
New York
$3.89M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$3.44M
4
HPC
4
Hobart Private Capital
North Carolina
$3.92M
5
RA
5
RFG Advisory
Alabama
$1.46M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$560M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Bank of America
3
Bank of America
North Carolina
$78.1M
4
B
4
Barings
North Carolina
$0
5
PAS
5
Park Avenue Securities
New York
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
76
SWMG LLC
Texas
$2.45M -$740K -26,176 -23%
EH
77
Equitable Holdings
New York
$2.43M +$317K +11,229 +15%
DE
78
Day & Ennis
Georgia
$2.37M -$247K -8,736 -9%
ASN
79
Advisory Services Network
Georgia
$2.3M -$398K -14,080 -15%
CAG
80
Csenge Advisory Group
Florida
$2.24M -$672K -23,076 -23%
CA
81
Calton & Associates
Florida
$2.13M -$2.66M -94,166 -56%
GF
82
Gries Financial
Ohio
$1.91M +$347K +12,275 +22%
TWM
83
Tradition Wealth Management
Minnesota
$1.84M +$46.9K +1,658 +3%
NL
84
NWAM LLC
Washington
$1.78M -$37.9K -1,342 -2%
BHWM
85
Bay Harbor Wealth Management
Maryland
$1.71M +$209K +7,400 +14%
Marshall Wace
86
Marshall Wace
United Kingdom
$1.71M +$683K +24,185 +67%
WP
87
WealthShield Partners
North Carolina
$1.62M -$1.51M -53,564 -48%
FCA
88
FLC Capital Advisors
California
$1.6M +$18.7K +663 +1%
SXL
89
Summit X LLC
Missouri
$1.55M -$455K -16,143 -23%
RIA
90
Regal Investment Advisors
Michigan
$1.52M -$265K -9,362 -15%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$1.51M -$94.2K -3,332 -6%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$1.49M -$2.21M -78,266 -60%
Creative Planning
93
Creative Planning
Kansas
$1.47M -$26.5K -937 -2%
SPC
94
Sigma Planning Corp
Michigan
$1.47M +$209K +7,383 +17%
RA
95
RFG Advisory
Alabama
$1.46M +$1.46M +51,698 New
T
96
TNF
Montana
$1.43M +$1.43M +46,882 New
RT
97
Rockland Trust
Massachusetts
$1.38M -$213K -7,550 -13%
SCA
98
Snowden Capital Advisors
New York
$1.33M -$148K -5,236 -10%
NA
99
Navellier & Associates
Nevada
$1.33M -$619K -21,918 -32%
MA
100
Mutual Advisors
Nebraska
$1.31M -$127K -4,504 -9%
2 3
4
5 6