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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFSC
126
Keystone Financial Services (Colorado)
Colorado
$861K -$196K -4,109 -19%
BWP
127
Bernardo Wealth Planning
Pennsylvania
$859K -$4.76M -102,217 -85%
CA
128
CoreCap Advisors
Michigan
$808K -$340K -8,638 -30%
GC
129
Grimes & Company
Massachusetts
$785K -$2.24K -57 -0.3%
FFS
130
Founders Financial Securities
Maryland
$783K +$783K +19,914 New
MBT
131
Montecito Bank & Trust
California
$781K -$5.54K -141 -0.7%
CAM
132
Cresset Asset Management
Illinois
$760K +$2.95K +75 +0.4%
TWM
133
Tradition Wealth Management
Minnesota
$740K -$613K -15,592 -45%
EH
134
Equitable Holdings
New York
$740K +$23K +584 +3%
MSAM
135
Moloney Securities Asset Management
Missouri
$731K +$116K +2,955 +19%
SPC
136
Sigma Planning Corp
Michigan
$723K -$101K -2,566 -12%
WMP
137
Wealth Management Partners
Arizona
$715K -$44.7K -1,000 -6%
FPGK
138
Financial Partners Group (Kansas)
Kansas
$700K -$27.3K -695 -4%
TSA
139
Tri-Star Advisors
Texas
$684K -$1.51M -34,193 -69%
SL
140
SWMG LLC
Texas
$671K +$671K +17,079 New
GCA
141
Genesee Capital Advisors
New York
$662K -$5.98K -152 -0.9%
MGWM
142
Marks Group Wealth Management
Minnesota
$658K +$11.1K +282 +2%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$647K -$1.48M -37,713 -70%
SMG
144
Spectrum Management Group
Indiana
$638K -$1.21M -30,827 -66%
WA
145
Wealth Alliance
New York
$634K -$937K -23,863 -60%
PFG
146
PAX Financial Group
Texas
$626K -$2.2M -55,886 -78%
TFF
147
The Family Firm
Maryland
$602K -$9.04K -230 -1%
WIA
148
World Investment Advisors
California
$600K -$22.6K -575 -4%
IAIM
149
International Assets Investment Management
Florida
$599K -$17.1K -436 -3%
DC
150
Davenport & Co
Virginia
$593K -$41.3K -1,051 -7%
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6
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