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iShares US Energy ETF
IYE

Overview Fund Activity

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$41.7M
2
LPL Financial
2
LPL Financial
California
$29.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$10.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.43M
4
BlackRock
4
BlackRock
New York
$64.5K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$534K +$68.7K +1,508 +15%
QCM
102
Quantinno Capital Management
New York
$528K +$146K +3,194 +38%
SFI
103
SPC Financial Inc
Maryland
$525K -$2.1K -46 -0.4%
Cerity Partners
104
Cerity Partners
New York
$510K +$12.6K +276 +3%
OWA
105
One Wealth Advisors
California
$508K +$157K +3,438 +45%
FPGK
106
Financial Partners Group (Kansas)
Kansas
$508K -$71.2K -1,563 -12%
UW
107
Unique Wealth
Florida
$508K +$508K +11,145 New
Citadel Advisors
108
Citadel Advisors
Florida
$503K -$1.62M -35,552 -76%
SDWMA
109
Schneider Downs Wealth Management Advisors
Pennsylvania
$500K +$500K +10,962 New
TPWA
110
TRUE Private Wealth Advisors
Oregon
$488K – – –
CWM
111
Chemistry Wealth Management
New York
$486K – – –
NA
112
Navellier & Associates
Nevada
$480K +$480K +10,537 New
EAM
113
Empirical Asset Management
Massachusetts
$468K -$43.3K -951 -8%
ACP
114
Aveo Capital Partners
Colorado
$443K -$309K -6,781 -41%
CWS
115
Cypress Wealth Services
California
$430K -$684 -15 -0.2%
MFG
116
Magnus Financial Group
New York
$422K +$4.42K +97 +1%
SB
117
Simmons Bank
Arkansas
$416K – – –
NCM
118
Narwhal Capital Management
Georgia
$402K – – –
SAM
119
Smartleaf Asset Management
Massachusetts
$397K +$397K +8,821 New
EG
120
Ellerson Group
Maryland
$387K +$137K +3,000 +55%
FHC
121
First Heartland Consultants
Missouri
$381K +$381K +8,355 New
CCB
122
Country Club Bank
Missouri
$380K – – –
MA
123
MCF Advisors
Kentucky
$380K – – –
GAM
124
Griffin Asset Management
New York
$369K +$52.5K +1,152 +17%
IF
125
Ironwood Financial
Arizona
$368K -$344K -7,559 -48%
3 4
5
6 7