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iShares US Energy ETF
IYE

Overview Fund Activity

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$41.7M
2
LPL Financial
2
LPL Financial
California
$29.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.43M
4
BlackRock
4
BlackRock
New York
$64.5K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$917K +$195K +4,287 +27%
GC
77
Grimes & Company
Massachusetts
$916K +$4.92K +108 +0.5%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$892K -$226K -4,957 -20%
CAG
79
Csenge Advisory Group
Florida
$850K +$165K +3,616 +24%
CAM
80
Cresset Asset Management
Illinois
$802K -$994K -21,810 -55%
WMP
81
Wealth Management Partners
Arizona
$766K +$4.6K +101 +0.6%
SWP
82
ShoreHaven Wealth Partners
New Jersey
$750K +$75.7K +1,661 +11%
Renaissance Technologies
83
Renaissance Technologies
New York
$747K +$747K +16,400 New
TFF
84
The Family Firm
Maryland
$742K +$5.15K +113 +0.7%
FTUS
85
Flow Traders U.S.
New York
$697K +$302K +6,632 +77%
FFS
86
Founders Financial Securities
Maryland
$695K -$17.9K -392 -3%
SFS
87
Security Financial Services
Indiana
$692K +$185K +4,063 +37%
DA
88
Detalus Advisors
Missouri
$687K +$11.3K +247 +2%
CV
89
Counterweight Ventures
North Carolina
$651K -$10.1K -221 -2%
EH
90
Equitable Holdings
New York
$644K -$136K -2,979 -17%
MMA
91
Miracle Mile Advisors
California
$628K +$411K +9,028 +190%
BTI
92
Blue Trust Inc
Georgia
$624K -$460K -10,102 -42%
JSW
93
Journey Strategic Wealth
New Jersey
$617K -$51K -1,120 -8%
TWM
94
Tradition Wealth Management
Minnesota
$592K +$46 +1 +0%
EL
95
EQ LLC
Washington
$589K -$27K -593 -4%
AWA
96
Arkadios Wealth Advisors
Georgia
$583K +$108K +2,367 +23%
AFG
97
Allegheny Financial Group
Pennsylvania
$565K +$228 +5 +0%
FWIA
98
Fort Washington Investment Advisors
Ohio
$545K – – –
AI
99
Atria Investments
North Carolina
$537K +$51.7K +1,134 +11%
DC
100
Davenport & Co
Virginia
$537K +$253K +5,562 +89%
2 3
4
5 6