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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
Navellier & Associates
Nevada
$1.22M -$191K -6,330 -13%
KPW
127
Kore Private Wealth
New York
$1.21M -$81.8K -2,719 -6%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$1.19M -$119K -3,944 -9%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.17M +$362K +12,028 +45%
KWS
130
Keystone Wealth Services
California
$1.14M +$1.14M +37,823 New
FCFC
131
First Citizens Financial Corp
Iowa
$1.13M -$22.8K -757 -2%
KCA
132
Karn Couzens & Associates
Connecticut
$1.08M +$62.2K +2,065 +6%
Barclays
133
Barclays
United Kingdom
$1.03M +$891K +29,607 +622%
SWM
134
SigFig Wealth Management
California
$1.03M +$1.34K +44 +0.1%
KWM
135
Keebeck Wealth Management
Illinois
$1.03M -$93.5K -3,107 -8%
BIA
136
Biondo Investment Advisors
Pennsylvania
$1.02M +$62.3K +2,070 +6%
WF
137
Williams Financial
Vermont
$1.01M -$77.5K -2,575 -7%
AWM
138
Apollon Wealth Management
South Carolina
$997K +$997K +33,115 New
SWA
139
Stratos Wealth Advisors
Ohio
$943K +$100K +3,323 +12%
MGWM
140
Marks Group Wealth Management
Minnesota
$921K +$921K +30,720 New
MHR
141
Matthew Hamilton Rosenberg
$908K -$13.7K -455 -1%
HWA
142
Heartwood Wealth Advisors
Virginia
$905K +$75.5K +2,509 +9%
Citigroup
143
Citigroup
New York
$897K +$257K +8,534 +40%
V
144
Veritable
Delaware
$895K – – –
PFS
145
Prospera Financial Services
Texas
$891K +$36.3K +1,205 +4%
MYIA
146
Mount Yale Investment Advisors
Colorado
$882K -$164K -5,448 -16%
OPS
147
Orion Portfolio Solutions
Nebraska
$871K +$27.3K +908 +3%
CAM
148
Concorde Asset Management
Michigan
$855K -$48.3K -1,604 -5%
PWMG
149
Provence Wealth Management Group
California
$845K +$845K +28,077 New
GC
150
Grimes & Company
Massachusetts
$844K -$7.94K -264 -0.9%
4 5
6
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