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iShares US Energy ETF
IYE

Overview Fund Activity

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
76
Heartwood Wealth Advisors
Virginia
$968K – – –
CAM
77
Cresset Asset Management
Illinois
$920K -$171K -3,872 -16%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$907K -$4.12M -93,432 -82%
AWS
79
Atria Wealth Solutions
New York
$906K -$58.9K -1,335 -6%
ASN
80
Advisory Services Network
Georgia
$880K -$2.69M -60,859 -75%
GC
81
Grimes & Company
Massachusetts
$871K -$11.2K -253 -1%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$843K +$21.2K +481 +3%
CA
83
Cetera Advisors
Colorado
$803K -$57.2K -1,296 -7%
BFG
84
Buttonwood Financial Group
Missouri
$766K +$766K +17,361 New
CWS
85
Cypress Wealth Services
California
$750K +$336K +7,626 +81%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$730K -$49.7K -1,126 -6%
WMP
87
Wealth Management Partners
Arizona
$702K +$4.99K +113 +0.7%
PAG
88
Private Advisory Group
Washington
$699K -$149K -3,366 -18%
EL
89
EQ LLC
Washington
$684K -$52.3K -1,185 -7%
BTI
90
Blue Trust Inc
Georgia
$676K +$222K +4,674 +49%
MFG
91
Merit Financial Group
Georgia
$664K +$664K +15,058 New
IF
92
Ironwood Financial
Arizona
$664K -$7.63K -173 -1%
TFF
93
The Family Firm
Maryland
$662K +$485 +11 +0.1%
AWM
94
AE Wealth Management
Kansas
$657K -$103K -2,325 -14%
EH
95
Equitable Holdings
New York
$650K -$18.7K -423 -3%
BRWA
96
B. Riley Wealth Advisors
Florida
$641K -$60.1K -1,363 -9%
UCFA
97
United Capital Financial Advisors
Texas
$635K -$575K -13,031 -48%
GCP
98
GSA Capital Partners
United Kingdom
$633K +$230K +5,206 +57%
FPGK
99
Financial Partners Group (Kansas)
Kansas
$630K -$44.8K -1,015 -7%
Cerity Partners
100
Cerity Partners
New York
$623K +$623K +14,098 New
2 3
4
5 6