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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
Bank of America
North Carolina
$101M
4
TA
Townsend & Associates
Colorado
$5.32M
5
CI
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$1.32M
2
BlackRock
BlackRock
New York
$74.4M
3
AC
Allstate Corporation
Illinois
$0
4
M&T Bank
M&T Bank
New York
$5.7M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$947K -$687K -14,777 -42%
HFA
127
High Falls Advisors
New York
$941K -$144K -3,089 -13%
GC
128
Grimes & Company
Massachusetts
$929K +$558 +12 +0.1%
HWA
129
Heartwood Wealth Advisors
Virginia
$926K -$222K -4,765 -19%
EH
130
Equitable Holdings
New York
$920K +$44.3K +952 +5%
GWM
131
Geneos Wealth Management
Colorado
$903K +$677K +14,557 +299%
PAMG
132
Patton Albertson Miller Group
Tennessee
$817K -$1.87M -40,128 -70%
TWM
133
Tradition Wealth Management
Minnesota
$812K -$63.2K -1,359 -7%
GCA
134
Genesee Capital Advisors
New York
$799K +$16.2K +348 +2%
WMP
135
Wealth Management Partners
Arizona
$798K +$47K +1,000 +6%
MBT
136
Montecito Bank & Trust
California
$792K -$132K -2,840 -14%
WMWM
137
Whitaker-Myers Wealth Managers
Ohio
$786K +$786K +16,916 New
FPGK
138
Financial Partners Group (Kansas)
Kansas
$760K -$84.9K -1,790 -10%
MSAM
139
Moloney Securities Asset Management
Missouri
$747K -$118K -2,533 -14%
BWP
140
Bernardo Wealth Planning
Pennsylvania
$746K -$112K -2,407 -13%
CG
141
Clifford Group
Massachusetts
$743K +$743K +15,972 New
MFG
142
Merit Financial Group
Georgia
$740K -$462K -9,948 -38%
TFF
143
The Family Firm
Maryland
$727K +$14.7K +317 +2%
WANY
144
Wealthspire Advisors (New York)
New York
$697K +$152K +3,268 +28%
IAIM
145
International Assets Investment Management
Florida
$696K -$12.4K -266 -2%
FFS
146
Founders Financial Securities
Maryland
$688K -$237K -5,108 -26%
WA
147
Wealth Alliance
New York
$680K -$70.3K -1,513 -9%
SL
148
SWMG LLC
Texas
$680K -$114K -2,455 -14%
HPC
149
Hobart Private Capital
North Carolina
$651K +$186 +4 +0%
WIA
150
World Investment Advisors
California
$639K -$70.7K -1,520 -10%
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