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iShares US Energy ETF
IYE

Overview Fund Activity

255 hedge funds and large institutions have $1.62B invested in iShares US Energy ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
255
Holders Change
+79
Holders Change %
+44.89%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
102
Increased
62
Reduced
40
Closed
22
Calls
$887K
Puts
$283K
Net Calls
+$604K
Net Calls Change
+$314K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$513M
2
BlackRock
2
BlackRock
New York
$142M
3
LPL Financial
3
LPL Financial
California
$93.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
Bank of America
5
Bank of America
North Carolina
$91M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.07M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.2M
3
HF
3
HRT Financial
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
JSL
5
JT Stratford LLC
Georgia
$372K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
101
Grimes & Company
Massachusetts
$767K +$5.51K +210 +0.7%
PAG
102
Private Advisor Group
New Jersey
$757K +$358K +13,640 +90%
SWM
103
SigFig Wealth Management
California
$747K +$747K +28,476 New
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$743K -$21.1K -805 -3%
CA
105
Cetera Advisors
Colorado
$721K +$721K +27,502 New
FWP
106
Firethorn Wealth Partners
Georgia
$687K +$687K +26,194 New
TSS
107
Two Sigma Securities
New York
$625K +$305K +11,627 +95%
TRCT
108
Tower Research Capital (TRC)
New York
$624K +$624K +23,791 New
NA
109
Navellier & Associates
Nevada
$610K +$610K +23,269 New
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$603K -$43.2K -1,648 -7%
WDL
111
Well Done LLC
Michigan
$587K – – –
HWA
112
Heartwood Wealth Advisors
Virginia
$558K +$124K +4,708 +28%
BCP
113
Berkeley Capital Partners
Georgia
$554K +$554K +21,114 New
RSWM
114
Robertson Stephens Wealth Management
California
$549K +$549K +20,940 New
WA
115
Wealth Alliance
New York
$509K +$509K +19,414 New
TPWA
116
TRUE Private Wealth Advisors
Oregon
$508K +$225K +8,591 +80%
TFF
117
The Family Firm
Maryland
$478K -$104K -3,953 -18%
PPP
118
Private Portfolio Partners
New Jersey
$470K +$470K +17,920 New
HNB
119
Huntington National Bank
Ohio
$455K -$435K – –
FPGK
120
Financial Partners Group (Kansas)
Kansas
$453K +$2K +76 +0.4%
IA
121
IFP Advisors
Florida
$445K +$305K +11,815 +218%
WIA
122
World Investment Advisors
California
$425K +$425K +15,360 New
QC
123
QCM Cayman
Texas
$385K +$385K +14,683 New
UCFA
124
United Capital Financial Advisors
Texas
$384K -$78.4K -2,993 -17%
JSL
125
JT Stratford LLC
Georgia
$372K -$1.22M -46,489 -77%
3 4
5
6 7