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iShares US Energy ETF
IYE

Overview Fund Activity

384 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.1M
2
B
2
Barings
North Carolina
$7.29M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$5.47M
4
Mariner
4
Mariner
Kansas
$5.36M
5
FIA
5
Foundations Investment Advisors
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$379M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
3
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
76
PAX Financial Group
Texas
$2.74M -$2.4M -62,999 -47%
BRWA
77
B. Riley Wealth Advisors
Florida
$2.65M -$1.54M -40,343 -37%
SW
78
SteelPeak Wealth
California
$2.54M -$2.9M -76,140 -53%
LWM
79
Liberty Wealth Management
California
$2.48M -$1.85M -48,423 -43%
EL
80
EQ LLC
Washington
$2.46M -$2.21M -58,055 -47%
HPC
81
Hobart Private Capital
North Carolina
$2.36M -$2.48M -64,950 -51%
SPIA
82
Steward Partners Investment Advisory
New York
$2.3M -$1.12M -29,497 -33%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$2.28M -$2.61M -68,538 -53%
BFG
84
Buttonwood Financial Group
Missouri
$2.28M -$1.54M -40,700 -40%
PAG
85
Private Advisor Group
New Jersey
$2.27M -$368K -9,655 -14%
IWC
86
Integrated Wealth Concepts
Massachusetts
$2.2M -$714K -18,727 -24%
Millennium Management
87
Millennium Management
New York
$2.19M +$2.19M +57,409 New
JSW
88
Journey Strategic Wealth
New Jersey
$2.17M +$2.17M +56,905 New
Baird Financial Group
89
Baird Financial Group
Wisconsin
$2.07M +$289K +7,593 +16%
CIAS
90
CFS Investment Advisory Services
New Jersey
$2.05M -$141M -3,696,601 -99%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$2.02M -$450K -11,815 -18%
CWS
92
Cypress Wealth Services
California
$2.02M -$623K -16,354 -24%
Creative Planning
93
Creative Planning
Kansas
$2M +$35.9K +943 +2%
Jane Street
94
Jane Street
New York
$1.95M +$879K +23,051 +82%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$1.92M -$382K -10,033 -17%
TSA
96
Tri-Star Advisors
Texas
$1.92M -$2.18M -56,538 -53%
OCM
97
One Capital Management
California
$1.85M +$179K +4,706 +11%
TRCT
98
Tower Research Capital (TRC)
New York
$1.84M +$1.83M +48,131 +50,664%
SCA
99
Snowden Capital Advisors
New York
$1.82M -$306K -8,022 -14%
FAM
100
Forte Asset Management
New York
$1.8M +$1.8M +47,162 New
2 3
4
5 6