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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
101
Fifth Third Securities
Ohio
$714K +$219K +5,009 +44%
Citadel Advisors
102
Citadel Advisors
Florida
$707K -$668K -15,276 -49%
FFS
103
Founders Financial Securities
Maryland
$703K +$54.9K +1,255 +8%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$699K -$3.04M -69,382 -81%
WMP
105
Wealth Management Partners
Arizona
$693K -$51K -1,165 -7%
FPGK
106
Financial Partners Group (Kansas)
Kansas
$679K -$21.4K -490 -3%
TFF
107
The Family Firm
Maryland
$679K -$5.08K -116 -0.7%
EH
108
Equitable Holdings
New York
$653K -$212K -4,846 -24%
WANY
109
Wealthspire Advisors (New York)
New York
$624K -$32.5K -743 -5%
MBT
110
Montecito Bank & Trust
California
$623K -$122K -2,799 -16%
SWM
111
Spire Wealth Management
Virginia
$617K -$1.61M -36,711 -72%
TWM
112
Tradition Wealth Management
Minnesota
$609K -$155K -3,552 -20%
NF
113
Nikulski Financial
Iowa
$597K – – –
CFGS
114
Concourse Financial Group Securities
Alabama
$596K -$1.7M -38,971 -74%
CWS
115
Cypress Wealth Services
California
$595K -$505K -11,536 -46%
MSWMA
116
Market Street Wealth Management Advisors
Indiana
$557K -$923K -21,101 -62%
IAIM
117
International Assets Investment Management
Florida
$556K -$98.9K -2,261 -15%
FAM
118
Family Asset Management
South Carolina
$548K +$338K +7,729 +161%
FWIA
119
Fort Washington Investment Advisors
Ohio
$545K – – –
SI
120
Stephens Inc
Arkansas
$540K – – –
CAGAS
121
Capital Advisory Group Advisory Services
Minnesota
$527K +$52.5K +1,200 +11%
BWP
122
Bernardo Wealth Planning
Pennsylvania
$522K -$181K -4,128 -26%
AFG
123
Allegheny Financial Group
Pennsylvania
$515K -$9.23K -211 -2%
PCA
124
Prosperity Capital Advisors
Ohio
$496K -$976K -22,312 -66%
DC
125
Davenport & Co
Virginia
$493K -$20K -458 -4%
3 4
5
6 7