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iShares US Energy ETF
IYE

Overview Fund Activity

255 hedge funds and large institutions have $1.62B invested in iShares US Energy ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+79
Holders Change %
+44.89%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
102
Increased
62
Reduced
40
Closed
22
Calls
$887K
Puts
$283K
Net Calls
+$604K
Net Calls Change
+$314K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$513M
2
BlackRock
BlackRock
New York
$142M
3
LPL Financial
LPL Financial
California
$93.2M
4
Morgan Stanley
Morgan Stanley
New York
$127M
5
Bank of America
Bank of America
North Carolina
$91M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.07M
2
Goldman Sachs
Goldman Sachs
New York
$9.2M
3
HF
HRT Financial
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
JSL
JT Stratford LLC
Georgia
$372K
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
126
Centaurus Financial
California
$369K +$369K +14,049 New
DY
127
Dowling & Yahnke
California
$356K – – –
AWE
128
Avidian Wealth Enterprises
Texas
$355K +$355K +13,530 New
WPWM
129
Windward Private Wealth Management
Kansas
$348K -$50.8K -1,937 -13%
MCM
130
Murphy Capital Management
New Jersey
$344K +$1.96K +75 +0.6%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$338K +$334K +12,740 +8,493%
Renaissance Technologies
132
Renaissance Technologies
New York
$338K +$338K +12,900 New
AFG
133
Allegheny Financial Group
Pennsylvania
$331K -$83.6K -3,187 -20%
SB
134
Simmons Bank
Arkansas
$330K +$43.6K +1,665 +15%
TCA
135
Transcend Capital Advisors
New Jersey
$329K +$329K +12,636 New
AAS
136
Avantax Advisory Services
Texas
$329K +$329K +12,738 New
FHA
137
First Horizon Advisors
Tennessee
$320K +$320K +12,231 New
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$317K +$131K +5,002 +71%
MSWMA
139
Market Street Wealth Management Advisors
Indiana
$307K +$307K +11,689 New
PCH
140
PGIM Custom Harvest
New Jersey
$298K +$298K +11,349 New
PCG
141
Private Capital Group
Connecticut
$296K +$296K +11,283 New
GBT
142
Grove Bank & Trust
Florida
$293K – – –
HIM
143
Hanlon Investment Management
New Jersey
$290K +$290K +11,053 New
DC
144
Davenport & Co
Virginia
$286K +$286K +10,917 New
MC
145
Moors & Cabot
Massachusetts
$283K +$283K +10,654 New
Citigroup
146
Citigroup
New York
$278K +$135K +5,148 +94%
MFG
147
Magnus Financial Group
New York
$270K +$270K +10,290 New
CAN
148
Claraphi Advisory Network
United States
$257K -$5.24K -200 -2%
Millennium Management
149
Millennium Management
New York
$242K +$242K +9,238 New
RFM
150
Royal Fund Management
Florida
$232K +$232K +8,862 New
4 5
6
7 8