IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
76
Icon Wealth Advisors
Texas
$1.84M 46,894 +46,894 New
OCM
77
One Capital Management
California
$1.81M 46,104 -2,504 -5%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.79M 45,552 +6,835 +18%
KPW
79
Kore Private Wealth
New York
$1.76M 44,772 +1,842 +4%
FAM
80
Forte Asset Management
New York
$1.73M 44,030 -3,132 -7%
FCFC
81
First Citizens Financial Corp
Iowa
$1.71M 43,527 -1,103 -2%
SF
82
Synovus Financial
Georgia
$1.65M 42,036 +12 +0%
PAG
83
Private Advisor Group
New Jersey
$1.6M 40,686 -18,840 -32%
MSWMA
84
Market Street Wealth Management Advisors
Indiana
$1.6M 40,573 -71,704 -64%
CF
85
Centaurus Financial
California
$1.57M 39,889 +33,293 +505%
HNB
86
Huntington National Bank
Ohio
– – – –
BIA
87
Biondo Investment Advisors
Pennsylvania
$1.55M 39,330 +305 +0.8%
NL
88
NWAM LLC
Washington
$1.53M 38,811 -5,913 -13%
GF
89
Gries Financial
Ohio
$1.51M 38,525 -35,591 -48%
AI
90
Atria Investments
North Carolina
$1.45M 36,812 -97,490 -73%
T
91
TCWP
Ohio
$1.44M 36,625 +2,855 +8%
JSW
92
Journey Strategic Wealth
New Jersey
$1.44M 36,564 -20,341 -36%
SW
93
SVB Wealth
Massachusetts
$1.4M 35,722 +35,722 New
LWM
94
Liberty Wealth Management
California
$1.4M 35,581 -29,487 -45%
IWM
95
IHT Wealth Management
Illinois
$1.38M 35,140 +16,385 +87%
TFA
96
Teamwork Financial Advisors
Texas
$1.38M 35,072 +157 +0.4%
UCFA
97
United Capital Financial Advisors
Texas
$1.35M 34,379 +15,727 +84%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$1.33M 33,850 -26,050 -43%
SWP
99
ShoreHaven Wealth Partners
New Jersey
$1.31M 33,376 +10,792 +48%
RT
100
Rockland Trust
Massachusetts
$1.3M 33,154 -1,505 -4%
2 3
4
5 6