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iShares US Energy ETF
IYE

Overview Fund Activity

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
101
One Wealth Advisors
California
$621K +$621K +14,072 New
FFS
102
Founders Financial Securities
Maryland
$618K +$7.15K +162 +1%
SFI
103
SPC Financial Inc
Maryland
$612K -$68.3K -1,547 -10%
CAG
104
Csenge Advisory Group
Florida
$590K +$156K +3,537 +36%
TCM
105
Triumph Capital Management
Colorado
$586K +$586K +13,275 New
TWM
106
Tradition Wealth Management
Minnesota
$558K -$23.5K -533 -4%
MBT
107
Montecito Bank & Trust
California
$538K -$5.74K -130 -1%
MSAM
108
Moloney Securities Asset Management
Missouri
$530K -$164K -3,720 -24%
FWIA
109
Fort Washington Investment Advisors
Ohio
$528K -$22.1K -500 -4%
MFA
110
Mayflower Financial Advisors
Massachusetts
$523K +$231K +5,229 +79%
Prudential Financial
111
Prudential Financial
New Jersey
$522K +$174K +3,945 +50%
SPIA
112
Steward Partners Investment Advisory
New York
$522K -$97.9K -2,218 -16%
AFG
113
Allegheny Financial Group
Pennsylvania
$517K +$27.2K +617 +6%
SWP
114
ShoreHaven Wealth Partners
New Jersey
$508K +$286K +6,486 +129%
PAMG
115
Patton Albertson Miller Group
Tennessee
$508K -$45.9K -1,040 -8%
MSWMA
116
Market Street Wealth Management Advisors
Indiana
$503K – – –
GBT
117
Grove Bank & Trust
Florida
$492K – – –
KV
118
Kickstand Ventures
New York
$475K +$475K +10,763 New
CWM
119
Chemistry Wealth Management
New York
$470K – – –
AWM
120
Apollon Wealth Management
South Carolina
$467K +$1.85K +42 +0.4%
Comerica Bank
121
Comerica Bank
Texas
$460K -$87.8K -1,990 -16%
CAGAS
122
Capital Advisory Group Advisory Services
Minnesota
$448K -$61.8K -1,400 -12%
BWP
123
Bernardo Wealth Planning
Pennsylvania
$446K -$27.8K -631 -6%
DA
124
Detalus Advisors
Missouri
$445K +$445K +10,097 New
QPWM
125
Quadrant Private Wealth Management
Pennsylvania
$445K +$243K +5,511 +121%
3 4
5
6 7