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iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FWIA
101
Fort Washington Investment Advisors
Ohio
$554K 11,960 – –
BRWA
102
B. Riley Wealth Advisors
Florida
$540K 11,307 -2,005 -15%
SFI
103
SPC Financial Inc
Maryland
$536K 11,572 -327 -3%
EAM
104
Empirical Asset Management
Massachusetts
$520K 11,228 – –
GBT
105
Grove Bank & Trust
Florida
$517K 11,158 – –
SFS
106
Security Financial Services
Indiana
$515K 11,124 +6,857 +161%
Cerity Partners
107
Cerity Partners
New York
$506K 10,922 -1,088 -9%
TPWA
108
TRUE Private Wealth Advisors
Oregon
$496K 10,699 -1 -0%
CWM
109
Chemistry Wealth Management
New York
$494K 10,658 – –
AI
110
Atria Investments
North Carolina
$494K 10,651 +1,472 +16%
AWA
111
Arkadios Wealth Advisors
Georgia
$484K 10,434 -499 -5%
AAS
112
Ameritas Advisory Services
Nebraska
$473K 10,215 +2,539 +33%
CWS
113
Cypress Wealth Services
California
$438K 9,448 -379 -4%
Northern Trust
114
Northern Trust
Illinois
$432K 9,324 -84 -0.9%
AAS
115
Avantax Advisory Services
Texas
$427K 9,212 -174 -2%
MFG
116
Magnus Financial Group
New York
$425K 9,171 +118 +1%
SB
117
Simmons Bank
Arkansas
$423K 9,129 – –
ASN
118
Advisory Services Network
Georgia
$413K 8,606 – –
NCM
119
Narwhal Capital Management
Georgia
$409K 8,825 – –
AIA
120
Alera Investment Advisors
Illinois
$403K 8,688 +414 +5%
FTUS
121
Flow Traders U.S.
New York
$401K 8,659 +8,659 New
CCB
122
Country Club Bank
Missouri
$390K 8,459 -406 -5%
QCM
123
Quantinno Capital Management
New York
$389K 8,389 +2,822 +51%
MA
124
MCF Advisors
Kentucky
$386K 8,336 – –
BWP
125
Bernardo Wealth Planning
Pennsylvania
$380K 7,980 -268 -3%
3 4
5
6 7