IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$1.14M -$66.9K -1,529 -6%
AWM
77
Apollon Wealth Management
South Carolina
$1.1M -$218K -4,979 -17%
PAG
78
Private Advisory Group
Washington
$1.1M -$30.7K -701 -3%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$1.07M -$29.6M -675,593 -97%
BA
80
Ballew Advisors
Mississippi
$1.06M -$115K -2,725 -10%
VCM
81
Virtue Capital Management
Tennessee
$982K -$178K -4,071 -15%
EL
82
EQ LLC
Washington
$961K -$1.34M -30,675 -58%
DE
83
Day & Ennis
Georgia
$959K -$1.16M -26,614 -55%
WMWM
84
Whitaker-Myers Wealth Managers
Ohio
$956K +$216K +4,931 +29%
FMP
85
Financial Management Professionals
Texas
$943K +$935K +21,374 +11,554%
CAM
86
Cresset Asset Management
Illinois
$922K +$79.5K +1,816 +9%
HWA
87
Heartwood Wealth Advisors
Virginia
$922K +$51K +1,165 +6%
CA
88
Cetera Advisors
Colorado
$903K -$925K -21,150 -51%
NA
89
Navellier & Associates
Nevada
$902K +$902K +20,620 New
Baird Financial Group
90
Baird Financial Group
Wisconsin
$883K -$23K -526 -3%
GC
91
Grimes & Company
Massachusetts
$875K +$262 +6 +0%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$849K -$68.6K -1,567 -7%
AAS
93
Avantax Advisory Services
Texas
$837K -$555K -12,696 -40%
WP
94
WealthSource Partners
California
$836K -$3M -68,621 -78%
BCM
95
Brookstone Capital Management
Illinois
$803K -$3.83M -84,403 -83%
GCA
96
Genesee Capital Advisors
New York
$793K +$40.8K +933 +5%
MSAM
97
Moloney Securities Asset Management
Missouri
$766K +$62.4K +1,427 +9%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$754K -$290K -6,620 -28%
BRWA
99
B. Riley Wealth Advisors
Florida
$727K -$420K -9,596 -37%
PAMG
100
Patton Albertson Miller Group
Tennessee
$725K -$43.2K -987 -6%
2 3
4
5 6