IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$145M
2
AC
2
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
SFI
5
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$214M
2
BCM
2
Brookstone Capital Management
Illinois
$8.71M
3
5L
3
55I LLC
Massachusetts
$29M
4
MC
4
McMorgan & Co
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
76
Buttonwood Financial Group
Missouri
$4.12M +$4.12M +100,879 New
MFG
77
Merit Financial Group
Georgia
$3.96M +$3.96M +96,782 New
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$3.88M +$481K +11,768 +14%
SPIA
79
Steward Partners Investment Advisory
New York
$3.68M -$3.6M -87,926 -49%
CS
80
Comerica Securities
Michigan
$3.65M -$164K -4,002 -4%
LWA
81
Lineweaver Wealth Advisors
Ohio
$3.53M -$853K -20,841 -19%
GF
82
Gries Financial
Ohio
$3.45M +$725K +17,722 +27%
I
83
INVST
Indiana
$3.3M +$296K +7,379 +10%
OAP
84
One Advisory Partners
Kansas
$3.16M +$9.74K +238 +0.3%
IWC
85
Integrated Wealth Concepts
Massachusetts
$3.13M -$107K -2,611 -3%
D
86
Dentgroup
Louisiana
$3.11M +$156K +3,808 +5%
SL
87
SWMG LLC
Texas
$2.96M -$294K -7,175 -9%
AWM
88
Avaii Wealth Management
Wisconsin
$2.88M +$115K +2,822 +4%
CWS
89
Cypress Wealth Services
California
$2.84M +$872K +21,325 +44%
HF
90
HRT Financial
New York
$2.83M +$2.83M +69,231 New
PAG
91
Private Advisor Group
New Jersey
$2.83M +$249K +6,083 +10%
PAMG
92
Patton Albertson Miller Group
Tennessee
$2.81M +$713K +17,428 +34%
RA
93
RFG Advisory
Alabama
$2.79M +$350K +8,557 +14%
WA
94
Wealth Alliance
New York
$2.69M +$647K +15,817 +32%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$2.66M +$60.3K +1,473 +2%
NL
96
NWAM LLC
Washington
$2.54M -$28.1K -687 -1%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$2.47M +$851K +20,795 +52%
WP
98
WealthShield Partners
North Carolina
$2.44M -$52.1K -1,273 -2%
IGWM
99
ICA Group Wealth Management
Colorado
$2.35M +$2.35M +49,566 New
BHWM
100
Bay Harbor Wealth Management
Maryland
$2.34M +$129K +3,165 +6%
2 3
4
5 6