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iShares US Energy ETF
IYE

Overview Fund Activity

384 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.1M
2
B
2
Barings
North Carolina
$7.29M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$5.47M
4
Mariner
4
Mariner
Kansas
$5.36M
5
FIA
5
Foundations Investment Advisors
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$379M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
3
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
101
Spectrum Management Group
Indiana
$1.79M -$2.14M -56,075 -54%
AAS
102
Avantax Advisory Services
Texas
$1.72M -$367K -9,637 -18%
FCFC
103
First Citizens Financial Corp
Iowa
$1.7M +$4.99K +131 +0.3%
SS
104
Sunbelt Securities
Texas
$1.68M -$454K -11,910 -21%
NL
105
NWAM LLC
Washington
$1.68M -$656K -17,432 -28%
KPW
106
Kore Private Wealth
New York
$1.64M +$118K +3,105 +8%
CA
107
Cetera Advisors
Colorado
$1.62M -$107K -2,810 -6%
SF
108
Synovus Financial
Georgia
$1.6M +$6.13K +161 +0.4%
BFA
109
BMS Financial Advisors
South Dakota
$1.56M +$164K +5,455 +12%
WA
110
Wealth Alliance
New York
$1.53M -$980K -25,696 -39%
HNB
111
Huntington National Bank
Ohio
$1.51M -$1.28M – –
CS
112
Comerica Securities
Michigan
$1.51M -$1.89M -49,552 -56%
NA
113
Navellier & Associates
Nevada
$1.5M -$36.5K -958 -2%
BOC
114
Bull Oak Capital
California
$1.49M -$4.42M -115,993 -75%
BIA
115
Biondo Investment Advisors
Pennsylvania
$1.49M +$47.5K +1,245 +3%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$1.48M +$1.12M +29,329 +312%
OAP
117
One Advisory Partners
Kansas
$1.47M -$1.47M -38,517 -50%
WP
118
WealthShield Partners
North Carolina
$1.35M -$920K -24,148 -41%
IWN
119
Independent Wealth Network
Iowa
$1.35M +$114 +3 +0%
TFA
120
Teamwork Financial Advisors
Texas
$1.33M -$63K -1,652 -5%
RT
121
Rockland Trust
Massachusetts
$1.32M -$200K -5,251 -13%
TWM
122
Tradition Wealth Management
Minnesota
$1.31M -$670K -17,578 -34%
T
123
TCWP
Ohio
$1.29M -$166K -4,363 -11%
OPS
124
Orion Portfolio Solutions
Nebraska
$1.28M -$353K -9,267 -22%
RIA
125
Regal Investment Advisors
Michigan
$1.26M -$647K -16,963 -34%
3 4
5
6 7