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iShares US Energy ETF
IYE

Overview Fund Activity

313 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+58
Holders Change %
+22.75%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
72
Increased
152
Reduced
36
Closed
13
Calls
$3.47M
Puts
–
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$687M
2
Morgan Stanley
Morgan Stanley
New York
$189M
3
BlackRock
BlackRock
New York
$197M
4
LPL Financial
LPL Financial
California
$126M
5
B
Barings
North Carolina
$19M

Top Sellers

1
WA
WP Advisors
California
$0
2
RT
Rockland Trust
Massachusetts
$1.64M
3
BA
Ballew Advisors
Mississippi
$1.06M
4
EH
Equitable Holdings
New York
$2.18M
5
HNB
Huntington National Bank
Ohio
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$1.03M +$342K +11,743 +49%
CAM
127
Concorde Asset Management
Michigan
$1.01M +$52.9K +1,820 +6%
KCA
128
Karn Couzens & Associates
Connecticut
$1.01M +$123K +4,238 +14%
T
129
TRUADVICE
Florida
$1.01M +$153K +5,751 +18%
NFG
130
Next Financial Group
Texas
$1.01M +$887K +30,493 +734%
CWS
131
Cypress Wealth Services
California
$970K +$970K +33,338 New
FCFC
132
First Citizens Financial Corp
Iowa
$965K +$33.1K +1,140 +4%
BIA
133
Biondo Investment Advisors
Pennsylvania
$936K +$145 +5 +0%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$916K +$56.8K +1,954 +7%
V
135
Veritable
Delaware
$865K -$81.4K -2,800 -9%
NNP
136
Nachman Norwood & Parrott
South Carolina
$860K -$148K -5,100 -15%
FWP
137
Firethorn Wealth Partners
Georgia
$853K +$90.6K +3,113 +12%
NF
138
Nikulski Financial
Iowa
$844K -$32.3K -1,208 -4%
HWA
139
Heartwood Wealth Advisors
Virginia
$829K +$210K +7,226 +34%
GC
140
Grimes & Company
Massachusetts
$824K -$27.1K -931 -3%
Citigroup
141
Citigroup
New York
$780K +$471K +16,194 +153%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$723K +$160K +5,494 +28%
SWA
143
Stratos Wealth Advisors
Ohio
$715K +$715K +24,575 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$699K +$348K +11,976 +99%
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$690K +$21K +723 +3%
SS
146
Sunbelt Securities
Texas
$666K +$666K +25,298 New
AAS
147
Avantax Advisory Services
Texas
$663K +$293K +10,114 +79%
PCH
148
PGIM Custom Harvest
New Jersey
$653K +$323K +11,113 +98%
WDL
149
Well Done LLC
Michigan
$651K – – –
IA
150
IFP Advisors
Florida
$642K +$139K +4,753 +28%
4 5
6
7 8