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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$1.66M +$1.31M +43,508 +373%
T
102
TNF
Montana
$1.64M +$19.9K +579 +1%
Creative Planning
103
Creative Planning
Kansas
$1.59M +$18.6K +618 +1%
RIA
104
Regal Investment Advisors
Michigan
$1.57M -$49K -1,627 -3%
IWM
105
IHT Wealth Management
Illinois
$1.57M +$333K +11,069 +27%
TWM
106
Tradition Wealth Management
Minnesota
$1.56M -$399K -13,271 -20%
BFA
107
BMS Financial Advisors
South Dakota
$1.56M +$1.56M +51,830 New
PAMG
108
Patton Albertson Miller Group
Tennessee
$1.54M +$430K +14,280 +39%
NFG
109
Next Financial Group
Texas
$1.53M +$631K +20,964 +71%
TF
110
Trek Financial
Arizona
$1.5M -$1.28M -42,580 -46%
WA
111
Wealth Alliance
New York
$1.5M +$137K +4,538 +10%
MA
112
Mutual Advisors
Nebraska
$1.5M +$96.6K +3,208 +7%
SXL
113
Summit X LLC
Missouri
$1.45M -$197K -6,555 -12%
CWS
114
Cypress Wealth Services
California
$1.45M +$303K +10,069 +27%
SCA
115
Snowden Capital Advisors
New York
$1.42M -$1.14K -38 -0.1%
RT
116
Rockland Trust
Massachusetts
$1.39M -$78K -2,592 -5%
NCM
117
Next Capital Management
New York
$1.37M – – –
AAS
118
Avantax Advisory Services
Texas
$1.37M +$207K +6,889 +18%
FIG
119
FundX Investment Group
California
$1.34M +$1.34M +44,431 New
SF
120
Synovus Financial
Georgia
$1.34M +$5.83K +194 +0.4%
PWM
121
Perigon Wealth Management
California
$1.33M -$29.1K -967 -2%
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$1.27M +$1.02M +33,963 +412%
MCIA
123
Mountain Capital Investment Advisors
Colorado
$1.26M -$39.9K -1,179 -3%
CA
124
Cetera Advisors
Colorado
$1.24M +$62.2K +2,067 +5%
BA
125
Ballew Advisors
Mississippi
$1.24M -$49.3K -1,430 -4%
3 4
5
6 7