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iShares US Energy ETF
IYE

Overview Fund Activity

313 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
313
Holders Change
+58
Holders Change %
+22.75%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
72
Increased
152
Reduced
36
Closed
13
Calls
$3.47M
Puts
–
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$687M
2
Morgan Stanley
2
Morgan Stanley
New York
$189M
3
BlackRock
3
BlackRock
New York
$197M
4
LPL Financial
4
LPL Financial
California
$126M
5
B
5
Barings
North Carolina
$19M

Top Sellers

1
WA
1
WP Advisors
California
$0
2
RT
2
Rockland Trust
Massachusetts
$1.64M
3
BA
3
Ballew Advisors
Mississippi
$1.06M
4
EH
4
Equitable Holdings
New York
$2.18M
5
HNB
5
Huntington National Bank
Ohio
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$1.54M +$3.96K +136 +0.3%
SCA
102
Snowden Capital Advisors
New York
$1.52M +$1.52M +52,389 New
MA
103
Mutual Advisors
Nebraska
$1.48M +$1.48M +50,991 New
GF
104
Gries Financial
Ohio
$1.45M +$1.45M +55,185 New
FEM
105
Fulcrum Equity Management
Texas
$1.36M +$149K +5,119 +12%
NCM
106
Next Capital Management
New York
$1.33M – – –
PWM
107
Perigon Wealth Management
California
$1.32M +$1.32M +45,385 New
CWM
108
Centric Wealth Management
Illinois
$1.31M +$54.5K +1,872 +4%
MCIA
109
Mountain Capital Investment Advisors
Colorado
$1.3M +$213K +7,597 +20%
SPC
110
Sigma Planning Corp
Michigan
$1.3M +$1.07M +36,614 +454%
SF
111
Synovus Financial
Georgia
$1.29M +$15.8K +545 +1%
TFA
112
Teamwork Financial Advisors
Texas
$1.28M +$1.28M +43,951 New
CA
113
Cetera Advisors
Colorado
$1.26M +$464K +15,951 +58%
MYIA
114
Mount Yale Investment Advisors
Colorado
$1.26M +$216K +7,422 +21%
WA
115
Wealth Alliance
New York
$1.25M +$687K +23,620 +122%
VAM
116
Verity Asset Management
North Carolina
$1.23M +$138K +4,733 +13%
KPW
117
Kore Private Wealth
New York
$1.18M +$108K +3,703 +10%
RSWM
118
Robertson Stephens Wealth Management
California
$1.16M +$548K +18,861 +90%
VWM
119
Venturi Wealth Management
Texas
$1.1M -$78.5K -2,700 -7%
SWM
120
SigFig Wealth Management
California
$1.09M +$265K +9,098 +32%
ACM
121
AlphaStar Capital Management
North Carolina
$1.08M +$1.08M +40,414 New
WF
122
Williams Financial
Vermont
$1.07M +$1.07M +36,793 New
BA
123
Ballew Advisors
Mississippi
$1.06M -$1.25M -44,317 -54%
Marshall Wace
124
Marshall Wace
United Kingdom
$1.05M +$1.05M +36,233 New
SI
125
Stephens Inc
Arkansas
$1.04M +$7.42K +255 +0.7%
3 4
5
6 7