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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$492K +$492K +11,238 New
GBT
127
Grove Bank & Trust
Florida
$488K – – –
WS
128
Wedbush Securities
California
$478K +$52.8K +1,206 +12%
CWM
129
Chemistry Wealth Management
New York
$466K – – –
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$456K – – –
SPC
131
Sigma Planning Corp
Michigan
$455K -$110K -2,507 -19%
SXL
132
Summit X LLC
Missouri
$449K -$666K -15,229 -60%
MFG
133
Magnus Financial Group
New York
$449K +$43.1K +986 +11%
CCWA
134
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$448K +$448K +10,229 New
NL
135
NWAM LLC
Washington
$447K -$1.14M -26,051 -72%
VVP
136
Venture Visionary Partners
Ohio
$440K +$440K +10,048 New
CCB
137
Country Club Bank
Missouri
$436K -$11.3K -260 -3%
AFG
138
Atomi Financial Group
New York
$435K +$435K +9,934 New
TLFA
139
True Link Financial Advisors
California
$413K -$14.1K -322 -3%
SB
140
Simmons Bank
Arkansas
$401K -$37.2K -850 -8%
LWM
141
Liberty Wealth Management
California
$399K +$399K +9,125 New
MC
142
Moors & Cabot
Massachusetts
$394K -$35K -799 -8%
RJT
143
Raymond James Trust
Florida
$393K +$9.02K +206 +2%
I
144
INVST
Indiana
$387K -$57K -1,298 -13%
NCM
145
Narwhal Capital Management
Georgia
$386K – – –
OWA
146
One Wealth Advisors
California
$378K -$222K -5,065 -37%
BFG
147
Bleakley Financial Group
New Jersey
$366K -$10.9K -248 -3%
SS
148
Simplicity Solutions
Minnesota
$366K +$366K +8,377 New
MA
149
MCF Advisors
Kentucky
$365K – – –
FWCM
150
Ferguson Wellman Capital Management
Oregon
$364K +$154K +3,530 +74%
4 5
6
7 8