IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
76
Cottonwood Capital Advisors
Utah
$1.02M 22,037 -5,337 -19%
MA
77
Mutual Advisors
Nebraska
$992K 21,056 -296 -1%
GC
78
Grimes & Company
Massachusetts
$926K 19,993 +68 +0.3%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$854K 18,541 +5,763 +45%
EH
80
Equitable Holdings
New York
$793K 17,103 +1,165 +7%
WMP
81
Wealth Management Partners
Arizona
$774K 16,712 -9 -0.1%
ACP
82
Aveo Capital Partners
Colorado
$765K 16,505 +1,454 +10%
TFF
83
The Family Firm
Maryland
$749K 16,164 +221 +1%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$734K 15,846 -6,977 -31%
CAG
85
Csenge Advisory Group
Florida
$734K 15,039 -125 -0.8%
FFS
86
Founders Financial Securities
Maryland
$725K 15,645 +9 +0.1%
IF
87
Ironwood Financial
Arizona
$724K 15,628 +40 +0.3%
Prudential Financial
88
Prudential Financial
New Jersey
$710K 15,319 +1,049 +7%
GT
89
Glenview Trust
Kentucky
$698K 15,066 -367 -2%
GAG
90
Goodman Advisory Group
Massachusetts
$695K 15,002 -11,680 -44%
DA
91
Detalus Advisors
Missouri
$687K 14,821 +8,138 +122%
SWP
92
ShoreHaven Wealth Partners
New Jersey
$686K 14,793 +661 +5%
JSW
93
Journey Strategic Wealth
New Jersey
$680K 14,669 +1,223 +9%
CV
94
Counterweight Ventures
North Carolina
$673K 14,517 -34,213 -70%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$638K 13,771 -650 -5%
EL
96
EQ LLC
Washington
$626K 13,509 -632 -4%
TWM
97
Tradition Wealth Management
Minnesota
$602K 12,987 -150 -1%
FPGK
98
Financial Partners Group (Kansas)
Kansas
$589K 12,711 -85 -0.7%
AFG
99
Allegheny Financial Group
Pennsylvania
$574K 12,397 -103 -0.8%
CCWA
100
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$560K 12,080 +12,080 New
2 3
4
5 6