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iShares US Energy ETF
IYE

Overview Fund Activity

301 hedge funds and large institutions have $684M invested in iShares US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 121 reducing their positions, and 42 closing their positions.

Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
45
Reduced
121
Closed
42
Calls
$1.11M
Puts
$470K
Net Calls
+$641K
Net Calls Change
-$173K

Top Buyers

1
BA
1
Bellwether Advisors
Nebraska
$9.17M
2
RSWM
2
Robertson Stephens Wealth Management
California
$5.04M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$5.41M
5
Goldman Sachs
5
Goldman Sachs
New York
$29.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.07M
2
TA
2
Townsend & Associates
Colorado
$0
3
Jane Street
3
Jane Street
New York
$0
4
EE
4
EWG Elevate
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
76
Brookstone Capital Management
Illinois
$911K +$525K +10,889 +136%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$883K +$159K +3,350 +22%
IWM
78
IHT Wealth Management
Illinois
$866K -$26.9K -567 -3%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$838K -$129K -2,729 -13%
AWM
80
AE Wealth Management
Kansas
$817K +$17.3K +365 +2%
EL
81
EQ LLC
Washington
$791K -$179K -3,771 -18%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$760K -$5.65K -119 -0.7%
BRWA
83
B. Riley Wealth Advisors
Florida
$759K -$67.1K -1,405 -8%
WMP
84
Wealth Management Partners
Arizona
$749K -$1.9K -40 -0.3%
MSAM
85
Moloney Securities Asset Management
Missouri
$746K -$126K -2,655 -14%
SFI
86
SPC Financial Inc
Maryland
$731K -$184K -3,878 -20%
WP
87
WealthSource Partners
California
$725K -$104K -2,183 -12%
IF
88
Ironwood Financial
Arizona
$722K -$2.69M -56,810 -79%
EH
89
Equitable Holdings
New York
$719K +$45.1K +950 +7%
TFF
90
The Family Firm
Maryland
$711K -$29.8K -628 -4%
VCM
91
Virtue Capital Management
Tennessee
$689K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$666K -$208K -4,394 -24%
FPGK
93
Financial Partners Group (Kansas)
Kansas
$663K -$32.6K -751 -5%
FFS
94
Founders Financial Securities
Maryland
$657K -$77.1K -1,625 -11%
SI
95
Stephens Inc
Arkansas
$632K +$46.3K +977 +8%
TWM
96
Tradition Wealth Management
Minnesota
$625K -$23.7K -500 -4%
PAMG
97
Patton Albertson Miller Group
Tennessee
$595K -$66.2K -1,396 -10%
FWIA
98
Fort Washington Investment Advisors
Ohio
$591K – – –
Comerica Bank
99
Comerica Bank
Texas
$589K +$589K +12,410 New
MBT
100
Montecito Bank & Trust
California
$585K -$124K -2,606 -17%
2 3
4
5 6