iShares US Energy ETF
389 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, 116 reducing their positions, and 35 closing their positions.
2,435% more call options, than puts
Call options by funds: $6.74M | Put options by funds: $266K
800% more funds holding in top 10
Funds holding in top 10: 1 → 9 (+8)
134% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 35
42% more capital invested
Capital invested by funds: $2.12B → $3.01B (+$895M)
18% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 116
11% more funds holding
Funds holding: 351 → 389 (+38)
2.9% more ownership
Funds ownership: 85.61% → 88.51% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$135M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.7M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$21.5M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$20.3M |
| 5 |
Morgan Stanley
New York
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$27.6M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$10.1M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
-$9.4M |
| 4 |
MC
McMorgan & Co
San Francisco,
California
|
-$8.74M |
| 5 |
OC
Oppenheimer & Co
New York
|
-$5.12M |
IYE Hedge Fund Activity: Q1 2022 in Review
389 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q1 2022, worth a combined $3.01B — up 42% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IYE positions and 35 closed out — a net gain of 47 holders — while 137 added to existing stakes and 116 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $135M. The largest seller was BlackRock, cutting an estimated $27.6M.
- 389 institutional investors held iShares US Energy ETF (IYE) as of Q1 2022, up from 351 in Q4 2021.
- Funds reported $3.01B of iShares US Energy ETF stock for Q1 2022, up 42% quarter-over-quarter.
- 82 funds opened new iShares US Energy ETF positions in Q1 2022 and 35 closed out, a net change of +47 holders.
- The largest iShares US Energy ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $135M added.
- The largest iShares US Energy ETF seller in Q1 2022 was BlackRock, an estimated $27.6M sold.
Based on aggregated 13F filings for Q1 2022.