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iShares US Energy ETF
IYE

Overview Fund Activity

305 hedge funds and large institutions have $1.9B invested in iShares US Energy ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
305
Holders Change
-8
Holders Change %
-2.56%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
84
Reduced
129
Closed
31
Calls
$7.1M
Puts
–
Net Calls
+$7.1M
Net Calls Change
+$3.63M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$40.9M
2
HF
2
HRT Financial
New York
$3.89M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$3.44M
4
HPC
4
Hobart Private Capital
North Carolina
$3.92M
5
RA
5
RFG Advisory
Alabama
$1.46M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$560M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Bank of America
3
Bank of America
North Carolina
$78.1M
4
B
4
Barings
North Carolina
$0
5
PAS
5
Park Avenue Securities
New York
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
Centric Wealth Management
Illinois
$1.31M +$34.1K +1,208 +3%
NCM
102
Next Capital Management
New York
$1.29M – – –
WA
103
Wealth Alliance
New York
$1.28M +$65.3K +2,312 +5%
PWM
104
Perigon Wealth Management
California
$1.27M -$11.3K -401 -0.9%
SF
105
Synovus Financial
Georgia
$1.25M -$5.63K -199 -0.4%
PCH
106
PGIM Custom Harvest
New Jersey
$1.24M +$601K +21,259 +95%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$1.23M +$838K +29,650 +213%
KPW
108
Kore Private Wealth
New York
$1.21M +$61.1K +2,162 +5%
MCIA
109
Mountain Capital Investment Advisors
Colorado
$1.17M -$247K -8,094 -17%
IWM
110
IHT Wealth Management
Illinois
$1.16M -$2.32M -82,244 -67%
BA
111
Ballew Advisors
Mississippi
$1.14M -$2.02K -66 -0.2%
CA
112
Cetera Advisors
Colorado
$1.11M -$120K -4,252 -10%
AAS
113
Avantax Advisory Services
Texas
$1.09M +$444K +15,709 +69%
FCFC
114
First Citizens Financial Corp
Iowa
$1.08M +$146K +5,186 +16%
CWS
115
Cypress Wealth Services
California
$1.07M +$130K +4,586 +14%
KWM
116
Keebeck Wealth Management
Illinois
$1.05M -$548K -19,388 -34%
PAMG
117
Patton Albertson Miller Group
Tennessee
$1.04M +$669K +23,682 +179%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$1.03M -$688K -24,358 -40%
QIM
119
Quantitative Investment Management
Virginia
$1.03M +$1.03M +36,342 New
WF
120
Williams Financial
Vermont
$1.02M -$16K -566 -2%
MYIA
121
Mount Yale Investment Advisors
Colorado
$982K -$239K -8,466 -20%
SWM
122
SigFig Wealth Management
California
$956K -$106K -3,744 -10%
KCA
123
Karn Couzens & Associates
Connecticut
$951K -$32.2K -1,139 -3%
BIA
124
Biondo Investment Advisors
Pennsylvania
$901K -$9.19K -325 -1%
MHR
125
Matthew Hamilton Rosenberg
$865K +$865K +30,608 New
3 4
5
6 7