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iShares US Energy ETF
IYE

Overview Fund Activity

301 hedge funds and large institutions have $684M invested in iShares US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
45
Reduced
121
Closed
42
Calls
$1.11M
Puts
$470K
Net Calls
+$641K
Net Calls Change
-$173K

Top Buyers

1
BA
1
Bellwether Advisors
Nebraska
$9.17M
2
RSWM
2
Robertson Stephens Wealth Management
California
$5.04M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$17.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$5.41M
5
Goldman Sachs
5
Goldman Sachs
New York
$29.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.07M
2
TA
2
Townsend & Associates
Colorado
$0
3
Jane Street
3
Jane Street
New York
$0
4
EE
4
EWG Elevate
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
101
Capital Advisory Group Advisory Services
Minnesota
$548K -$23.7K -500 -4%
MSWMA
102
Market Street Wealth Management Advisors
Indiana
$541K -$24.2K -510 -4%
GBT
103
Grove Bank & Trust
Florida
$529K – – –
AFG
104
Allegheny Financial Group
Pennsylvania
$527K -$21.2K -446 -4%
MHR
105
Matthew Hamilton Rosenberg
$513K -$179K -3,772 -26%
BWP
106
Bernardo Wealth Planning
Pennsylvania
$510K -$26.9K -568 -5%
CWM
107
Chemistry Wealth Management
New York
$506K – – –
AWM
108
Apollon Wealth Management
South Carolina
$500K +$70K +1,476 +16%
DC
109
Davenport & Co
Virginia
$490K -$15K -317 -3%
AAS
110
Avantax Advisory Services
Texas
$485K -$389K -8,204 -45%
WS
111
Wedbush Securities
California
$481K -$52.9K -1,114 -10%
FTS
112
Fifth Third Securities
Ohio
$479K -$345K -7,219 -42%
MC
113
Moors & Cabot
Massachusetts
$478K +$36.6K +771 +8%
FTUS
114
Flow Traders U.S.
New York
$475K -$413K -8,704 -47%
CAG
115
Csenge Advisory Group
Florida
$467K +$78.9K +1,663 +20%
CCB
116
Country Club Bank
Missouri
$462K -$18.2K -376 -4%
MFG
117
Magnus Financial Group
New York
$461K +$2.51K +53 +0.5%
CA
118
CoreCap Advisors
Michigan
$451K -$778K -16,404 -63%
CWS
119
Cypress Wealth Services
California
$445K -$37.3K -786 -8%
NW
120
NewEdge Wealth
Pennsylvania
$436K +$436K +9,191 New
GCP
121
GSA Capital Partners
United Kingdom
$434K +$434K +9,148 New
SB
122
Simmons Bank
Arkansas
$433K -$1.76K -37 -0.4%
DE
123
Day & Ennis
Georgia
$430K -$94K -1,982 -18%
NCM
124
Narwhal Capital Management
Georgia
$419K – – –
HFW
125
Horizon Family Wealth
Illinois
$413K +$413K +8,707 New
3 4
5
6 7