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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
3
Bank of America
North Carolina
$101M
4
TA
4
Townsend & Associates
Colorado
$5.32M
5
CI
5
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$1.32M
2
BlackRock
2
BlackRock
New York
$74.4M
3
AC
3
Allstate Corporation
Illinois
$0
4
M&T Bank
4
M&T Bank
New York
$5.7M
5
UBS Group
5
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
76
Pettinga Financial Advisors
Indiana
$1.94M -$399K -8,583 -17%
CA
77
Cetera Advisors
Colorado
$1.94M +$438K +9,429 +29%
IWA
78
Icon Wealth Advisors
Texas
$1.93M -$249K -5,349 -11%
SS
79
Sunbelt Securities
Texas
$1.9M -$702K -15,092 -27%
CW
80
CreativeOne Wealth
Kansas
$1.86M -$447K -9,620 -19%
JSW
81
Journey Strategic Wealth
New Jersey
$1.82M +$121K +2,594 +7%
HNB
82
Huntington National Bank
Ohio
$1.81M -$1.56M – –
BIA
83
Biondo Investment Advisors
Pennsylvania
$1.81M -$16K -345 -0.9%
T
84
TCWP
Ohio
$1.76M +$55.3K +1,189 +3%
OCM
85
One Capital Management
California
$1.71M -$435K -9,355 -20%
GF
86
Gries Financial
Ohio
$1.7M -$87.3K -1,878 -5%
NL
87
NWAM LLC
Washington
$1.69M -$118K -2,548 -7%
SW
88
SVB Wealth
Massachusetts
$1.66M – – –
TFA
89
Teamwork Financial Advisors
Texas
$1.63M -$1.3K -28 -0.1%
FWMM
90
Foundation Wealth Management (Missouri)
Missouri
$1.6M +$1.6M +34,341 New
BTI
91
Blue Trust Inc
Georgia
$1.59M -$3.72M -94,690 -70%
MSWMA
92
Market Street Wealth Management Advisors
Indiana
$1.57M -$313K -6,732 -17%
CCA
93
Cottonwood Capital Advisors
Utah
$1.57M +$127K +2,735 +9%
PCA
94
Prosperity Capital Advisors
Ohio
$1.56M +$1.56M +33,657 New
SFWA
95
Summit Financial Wealth Advisors
Louisiana
$1.54M +$1.54M +33,199 New
BFA
96
BMS Financial Advisors
South Dakota
$1.53M +$1.53M +50,870 New
RT
97
Rockland Trust
Massachusetts
$1.52M -$26.7K -575 -2%
AAS
98
Avantax Advisory Services
Texas
$1.48M +$67.3K +1,448 +5%
TRCT
99
Tower Research Capital (TRC)
New York
$1.48M -$2.42M -52,049 -62%
V
100
Veritable
Delaware
$1.47M -$47.8K -1,028 -3%
2 3
4
5 6