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iShares US Energy ETF
IYE

Overview Fund Activity

307 hedge funds and large institutions have $703M invested in iShares US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 123 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
75
Reduced
123
Closed
34
Calls
$1.86M
Puts
$143K
Net Calls
+$1.72M
Net Calls Change
+$1.46M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.48M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.3M
4
WI
4
Wintrust Investments
Illinois
$2.81M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.2M
3
PFS
3
Prospera Financial Services
Texas
$1.68M
4
RJA
4
Raymond James & Associates
Florida
$4.14M
5
FGAM
5
Financial Gravity Asset Management
Texas
$55.9K
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
101
ShoreHaven Wealth Partners
New Jersey
$645K 13,062 +1,553 +13%
SFI
102
SPC Financial Inc
Maryland
$635K 12,853 -1,015 -7%
TWM
103
Tradition Wealth Management
Minnesota
$635K 12,847 +211 +2%
FPGK
104
Financial Partners Group (Kansas)
Kansas
$630K 12,745 -1,526 -11%
CIC
105
Concord Investment Counsel
California
$603K 12,211 +12,211 New
Cerity Partners
106
Cerity Partners
New York
$593K 12,003 -2,095 -15%
ACA
107
Aptus Capital Advisors
Alabama
$592K 11,991 +11,794 +5,987%
MBT
108
Montecito Bank & Trust
California
$592K 11,982 -220 -2%
FWIA
109
Fort Washington Investment Advisors
Ohio
$591K 11,960 – –
RSWM
110
Robertson Stephens Wealth Management
California
$573K 11,608 -32,835 -74%
CWS
111
Cypress Wealth Services
California
$554K 11,219 -5,783 -34%
GBT
112
Grove Bank & Trust
Florida
$551K 11,158 – –
PAMG
113
Patton Albertson Miller Group
Tennessee
$530K 10,731 -777 -7%
MSWMA
114
Market Street Wealth Management Advisors
Indiana
$530K 10,719 -682 -6%
CWM
115
Chemistry Wealth Management
New York
$527K 10,658 – –
FTUS
116
Flow Traders U.S.
New York
$515K 10,433 +10,433 New
EAM
117
Empirical Asset Management
Massachusetts
$510K 10,317 +10,317 New
JSW
118
Journey Strategic Wealth
New Jersey
$497K 10,069 +2,600 +35%
PMAM
119
Picton Mahoney Asset Management
Ontario, Canada
$479K 9,700 +5,300 +120%
DC
120
Davenport & Co
Virginia
$478K 9,684 -17 -0.2%
CCB
121
Country Club Bank
Missouri
$455K 9,207 -30 -0.3%
SB
122
Simmons Bank
Arkansas
$451K 9,129 – –
MFG
123
Magnus Financial Group
New York
$446K 9,019 -256 -3%
Comerica Bank
124
Comerica Bank
Texas
$444K 8,984 -1,436 -14%
AAS
125
Avantax Advisory Services
Texas
$441K 8,919 -540 -6%
3 4
5
6 7