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iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$145M
2
AC
2
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
SFI
5
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$214M
2
BCM
2
Brookstone Capital Management
Illinois
$8.71M
3
5L
3
55I LLC
Massachusetts
$29M
4
MC
4
McMorgan & Co
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Keebeck Wealth Management
Illinois
$1.6M +$207K +5,061 +15%
PWMG
127
Provence Wealth Management Group
California
$1.57M +$422K +10,305 +37%
T
128
TCWP
Ohio
$1.56M +$1.28M +31,178 +448%
BIA
129
Biondo Investment Advisors
Pennsylvania
$1.55M +$157K +3,845 +11%
TFA
130
Teamwork Financial Advisors
Texas
$1.5M +$1.5M +36,567 New
SIS
131
SVB Investment Services
Utah
$1.47M +$1.47M +35,992 New
IWN
132
Independent Wealth Network
Iowa
$1.45M +$1.45M +35,322 New
PWM
133
Perigon Wealth Management
California
$1.4M -$405K -9,904 -23%
KCA
134
Karn Couzens & Associates
Connecticut
$1.39M -$71.7K -1,752 -5%
UAS
135
United Asset Strategies
New York
$1.39M +$1.39M +33,914 New
KWS
136
Keystone Wealth Services
California
$1.35M -$194K -4,730 -13%
BA
137
Ballew Advisors
Mississippi
$1.34M -$179K -4,237 -12%
SWA
138
Stratos Wealth Advisors
Ohio
$1.34M +$57.6K +1,407 +4%
AWM
139
Apollon Wealth Management
South Carolina
$1.32M -$30.8K -752 -2%
HNB
140
Huntington National Bank
Ohio
$1.28M -$768K – –
B
141
Barings
North Carolina
$1.27M +$1.27M +30,963 New
MYIA
142
Mount Yale Investment Advisors
Colorado
$1.24M +$43.4K +1,060 +4%
MHR
143
Matthew Hamilton Rosenberg
$1.24M +$6.67K +163 +0.5%
MCIA
144
Mountain Capital Investment Advisors
Colorado
$1.23M -$298K -7,246 -19%
WF
145
Williams Financial
Vermont
$1.22M -$161K -3,938 -12%
RSWM
146
Robertson Stephens Wealth Management
California
$1.16M +$213K +5,203 +22%
Jane Street
147
Jane Street
New York
$1.15M +$849K +20,743 +285%
V
148
Veritable
Delaware
$1.14M -$78.6K -1,921 -6%
SWM
149
SigFig Wealth Management
California
$1.13M +$96.3K +3,168 +9%
VWM
150
Venturi Wealth Management
Texas
$1.07M +$108K +2,632 +11%
4 5
6
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