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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
76
Comerica Securities
Michigan
$2.8M -$168K -5,593 -6%
DE
77
Day & Ennis
Georgia
$2.8M +$273K +9,061 +11%
MMA
78
Miracle Mile Advisors
California
$2.74M +$26.7K +887 +1%
I
79
INVST
Indiana
$2.67M -$783K -21,935 -23%
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$2.5M +$1.69M +56,312 +210%
SL
81
SWMG LLC
Texas
$2.39M -$220K -7,311 -8%
IWC
82
Integrated Wealth Concepts
Massachusetts
$2.38M -$4.26M -141,686 -64%
ASN
83
Advisory Services Network
Georgia
$2.32M -$131K -4,364 -5%
OAP
84
One Advisory Partners
Kansas
$2.32M -$298K -9,899 -11%
D
85
Dentgroup
Louisiana
$2.17M +$2.17M +72,114 New
EH
86
Equitable Holdings
New York
$2.15M -$440K -14,620 -17%
WMS
87
Wealth Management Solutions
Pennsylvania
$2.13M +$2.13M +70,793 New
AWM
88
Avaii Wealth Management
Wisconsin
$2.03M +$2.03M +67,427 New
CA
89
CoreCap Advisors
Michigan
$2.01M +$2.01M +66,664 New
GF
90
Gries Financial
Ohio
$2M -$29.9K -994 -1%
BHWM
91
Bay Harbor Wealth Management
Maryland
$1.99M -$240K -6,503 -11%
SS
92
Sunbelt Securities
Texas
$1.99M +$1.07M +29,678 +117%
Allianz Asset Management
93
Allianz Asset Management
Germany
$1.94M +$1.94M +64,600 New
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$1.91M +$1.36M +45,197 +248%
PAG
95
Private Advisor Group
New Jersey
$1.9M -$1.1M -36,566 -37%
NL
96
NWAM LLC
Washington
$1.89M -$1.75K -58 -0.1%
SPC
97
Sigma Planning Corp
Michigan
$1.85M +$279K +9,270 +18%
WP
98
WealthShield Partners
North Carolina
$1.83M +$110K +3,651 +6%
RA
99
RFG Advisory
Alabama
$1.79M +$237K +7,886 +15%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$1.67M +$83.8K +2,784 +5%
2 3
4
5 6