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iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$145M
2
AC
2
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
SFI
5
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$214M
2
BCM
2
Brookstone Capital Management
Illinois
$8.71M
3
5L
3
55I LLC
Massachusetts
$29M
4
MC
4
McMorgan & Co
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
101
Sunbelt Securities
Texas
$2.32M +$46.2K +1,115 +2%
SCA
102
Snowden Capital Advisors
New York
$2.28M +$350K +8,545 +18%
SPC
103
Sigma Planning Corp
Michigan
$2.26M -$246K -6,010 -10%
AAS
104
Avantax Advisory Services
Texas
$2.24M +$385K +9,414 +21%
TWM
105
Tradition Wealth Management
Minnesota
$2.13M +$5.32K +130 +0.3%
Creative Planning
106
Creative Planning
Kansas
$2.11M -$46.3K -1,132 -2%
T
107
TNF
Montana
$2.07M +$150K +3,715 +8%
RIA
108
Regal Investment Advisors
Michigan
$2.04M -$90.5K -2,213 -4%
MA
109
Mutual Advisors
Nebraska
$2.04M +$1.88K +46 +0.1%
SXL
110
Summit X LLC
Missouri
$1.97M -$8.58K -210 -0.4%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$1.91M +$321K +7,856 +20%
BFA
112
BMS Financial Advisors
South Dakota
$1.9M -$226K -5,525 -11%
NCM
113
Next Capital Management
New York
$1.87M – – –
SWP
114
ShoreHaven Wealth Partners
New Jersey
$1.86M +$1.86M +45,569 New
CA
115
Cetera Advisors
Colorado
$1.86M +$169K +4,131 +10%
TF
116
Trek Financial
Arizona
$1.84M -$196K -4,790 -10%
FCFC
117
First Citizens Financial Corp
Iowa
$1.82M +$282K +6,883 +18%
OCM
118
One Capital Management
California
$1.8M +$1.8M +43,902 New
OPS
119
Orion Portfolio Solutions
Nebraska
$1.75M +$569K +13,907 +48%
SF
120
Synovus Financial
Georgia
$1.71M -$106K -2,588 -6%
TLFA
121
True Link Financial Advisors
California
$1.7M +$845K +20,642 +99%
NA
122
Navellier & Associates
Nevada
$1.65M -$13.8K -337 -0.8%
RT
123
Rockland Trust
Massachusetts
$1.63M -$256K -6,251 -14%
KPW
124
Kore Private Wealth
New York
$1.63M -$12.9K -315 -0.8%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$1.61M -$122K -2,971 -7%
3 4
5
6 7