IYE icon

iShares US Energy ETF

306 hedge funds and large institutions have $663M invested in iShares US Energy ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 139 reducing their positions, and 52 closing their positions.

Holders
306
Holders Change
-31
Holders Change %
-9.2%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
23
Increased
61
Reduced
139
Closed
52
Calls
$1.43M
Puts
$613K
Net Calls
+$814K
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
76
Heartwood Wealth Advisors
Virginia
$919K +$16.5K +386 +2%
CA
77
Cetera Advisors
Colorado
$889K +$4.58K +107 +0.5%
EL
78
EQ LLC
Washington
$876K -$64.3K -1,501 -7%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$873K -$172K -4,021 -16%
GC
80
Grimes & Company
Massachusetts
$857K +$129 +3 +0%
NA
81
Navellier & Associates
Nevada
$847K -$35.9K -839 -4%
MA
82
Mutual Advisors
Nebraska
$844K -$407K -9,504 -33%
SFI
83
SPC Financial Inc
Maryland
$827K -$16.7M -389,120 -95%
PAG
84
Private Advisory Group
Washington
$825K -$249K -5,814 -23%
IWM
85
IHT Wealth Management
Illinois
$806K -$598K -13,954 -43%
FTUS
86
Flow Traders U.S.
New York
$801K +$801K +18,709 New
SPIA
87
Steward Partners Investment Advisory
New York
$790K -$2.67M -62,257 -77%
AAS
88
Avantax Advisory Services
Texas
$789K -$30.5K -712 -4%
MSAM
89
Moloney Securities Asset Management
Missouri
$787K +$37.8K +882 +5%
WP
90
WealthSource Partners
California
$749K -$70.2K -1,638 -9%
BRWA
91
B. Riley Wealth Advisors
Florida
$741K +$29K +678 +4%
FTS
92
Fifth Third Securities
Ohio
$739K +$39.7K +926 +6%
FPGK
93
Financial Partners Group (Kansas)
Kansas
$735K +$23.3K +509 +3%
AWM
94
AE Wealth Management
Kansas
$722K -$2.57M -60,101 -78%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$692K -$46.9K -1,095 -6%
VCM
96
Virtue Capital Management
Tennessee
$689K -$271K -6,333 -28%
WMP
97
Wealth Management Partners
Arizona
$678K
TFF
98
The Family Firm
Maryland
$669K +$3.9K +91 +0.6%
FFS
99
Founders Financial Securities
Maryland
$663K -$25.1K -587 -4%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$654K -$30.3K -708 -4%