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iShares US Energy ETF
IYE

Overview Fund Activity

301 hedge funds and large institutions have $684M invested in iShares US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
45
Reduced
121
Closed
42
Calls
$1.11M
Puts
$470K
Net Calls
+$641K
Net Calls Change
-$173K

Top Buyers

1
BA
Bellwether Advisors
Nebraska
$9.17M
2
RSWM
Robertson Stephens Wealth Management
California
$5.04M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.41M
5
Goldman Sachs
Goldman Sachs
New York
$29.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.07M
2
TA
Townsend & Associates
Colorado
$0
3
Jane Street
Jane Street
New York
$0
4
EE
EWG Elevate
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
126
Blue Trust Inc
Georgia
$409K -$144K -3,370 -26%
WANY
127
Wealthspire Advisors (New York)
New York
$404K -$203K -4,289 -33%
MA
128
MCF Advisors
Kentucky
$398K – – –
FWCM
129
Ferguson Wellman Capital Management
Oregon
$395K – – –
IAIM
130
International Assets Investment Management
Florida
$388K -$107K -2,209 -22%
I
131
INVST
Indiana
$388K -$30.1K -635 -7%
PGFC
132
Peapack-Gladstone Financial Corp
New Jersey
$384K – – –
William Blair & Company
133
William Blair & Company
Illinois
$381K – – –
SS
134
Simplicity Solutions
Minnesota
$379K -$12.1K -256 -3%
BFG
135
Bleakley Financial Group
New Jersey
$379K -$12.1K -256 -3%
Prudential Financial
136
Prudential Financial
New Jersey
$374K +$374K +7,891 New
TPWA
137
TRUE Private Wealth Advisors
Oregon
$373K +$23.2K +489 +7%
SPC
138
Sigma Planning Corp
Michigan
$370K -$68.4K -1,443 -16%
SWM
139
Spire Wealth Management
Virginia
$367K -$235K -4,960 -39%
KPWS
140
Kestra Private Wealth Services
Texas
$360K +$15.7K +332 +5%
Franklin Resources
141
Franklin Resources
California
$356K +$356K +7,505 New
AWA
142
Arkadios Wealth Advisors
Georgia
$352K -$14.5K -306 -4%
Millennium Management
143
Millennium Management
New York
$350K +$350K +7,369 New
EP
144
Eudaimonia Partners
Tennessee
$348K -$37.1K -783 -10%
TI
145
Trexquant Investment
Connecticut
$347K -$165K -3,483 -32%
LCM
146
Lazari Capital Management
California
$345K – – –
GAM
147
Griffin Asset Management
New York
$341K +$16.4K +345 +5%
LWM
148
Liberty Wealth Management
California
$340K -$45.9K -969 -12%
RWP
149
RWA Wealth Partners
Massachusetts
$337K – – –
CFGS
150
Concourse Financial Group Securities
Alabama
$332K -$121K -2,539 -27%
4 5
6
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