IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

384 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$33.1M
2
B
Barings
North Carolina
$7.29M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.47M
4
Mariner
Mariner
Kansas
$5.36M
5
FIA
Foundations Investment Advisors
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
2
CIAS
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
Morgan Stanley
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
126
Veritable
Delaware
$1.25M +$187K +4,910 +18%
T
127
TNF
Montana
$1.24M -$711K -18,625 -36%
MHR
128
Matthew Hamilton Rosenberg
$1.22M +$47.4K +1,228 +4%
SWM
129
SigFig Wealth Management
California
$1.16M -$996K -17,143 -46%
LA
130
LVW Advisors
New York
$1.16M +$1.16M +30,317 New
I
131
INVST
Indiana
$1.14M -$2.23M -54,403 -66%
BIM
132
Bullseye Investment Management
Ohio
$1.13M +$1.13M +29,602 New
BHWM
133
Bay Harbor Wealth Management
Maryland
$1.11M -$1.06M -27,882 -49%
CA
134
CoreCap Advisors
Michigan
$1.11M +$190K +4,986 +21%
BA
135
Ballew Advisors
Mississippi
$1.08M -$56.8K -1,574 -5%
CCA
136
Cottonwood Capital Advisors
Utah
$1.05M +$1.05M +27,539 New
SWA
137
Stratos Wealth Advisors
Ohio
$1.04M -$210K -5,506 -17%
TF
138
Trek Financial
Arizona
$1.03M -$685K -17,979 -40%
TLFA
139
True Link Financial Advisors
California
$1.02M -$560K -14,703 -35%
MCC
140
Money Concepts Capital
Florida
$959K -$31.2K -808 -3%
SXL
141
Summit X LLC
Missouri
$952K -$843K -22,575 -47%
KWM
142
Keebeck Wealth Management
Illinois
$941K -$550K -14,427 -37%
UAS
143
United Asset Strategies
New York
$927K -$366K -9,601 -28%
KWS
144
Keystone Wealth Services
California
$919K -$343K -8,989 -27%
KFSC
145
Keystone Financial Services (Colorado)
Colorado
$917K -$3.85M -93,078 -81%
VCM
146
Virtue Capital Management
Tennessee
$912K +$659K +17,283 +260%
PWMG
147
Provence Wealth Management Group
California
$903K -$561K -14,702 -38%
AWM
148
Apollon Wealth Management
South Carolina
$893K -$341K -8,939 -28%
HWA
149
Heartwood Wealth Advisors
Virginia
$881K +$8.88K +233 +1%
SWP
150
ShoreHaven Wealth Partners
New Jersey
$860K -$875K -22,985 -50%
4 5
6
7 8