iShares US Energy ETF
312 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 72 increasing their positions, 114 reducing their positions, and 41 closing their positions.
44% more call options, than puts
Call options by funds: $830K | Put options by funds: $578K
32% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 41
8.46% more ownership
Funds ownership: 50.44% → 58.9% (+8.5%)
8% more capital invested
Capital invested by funds: $684M → $741M (+$56.7M)
3% more funds holding
Funds holding: 302 → 312 (+10)
37% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 114
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$89.1M |
| 2 |
JP Morgan Chase
New York
|
+$18M |
| 3 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$11.4M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$8.05M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.51M |
| 2 |
Goldman Sachs
New York
|
-$4.43M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$4.2M |
| 4 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
-$3.5M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.86M |
IYE Hedge Fund Activity: Q4 2023 in Review
312 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q4 2023, worth a combined $741M — up 8.3% from $684M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IYE positions and 41 closed out — a net gain of 13 holders — while 72 added to existing stakes and 114 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $89.1M. The largest seller was Osaic Holdings, cutting an estimated $6.51M.
- 312 institutional investors held iShares US Energy ETF (IYE) as of Q4 2023, up from 302 in Q3 2023.
- Funds reported $741M of iShares US Energy ETF stock for Q4 2023, up 8.3% quarter-over-quarter.
- 54 funds opened new iShares US Energy ETF positions in Q4 2023 and 41 closed out, a net change of +13 holders.
- The largest iShares US Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $89.1M added.
- The largest iShares US Energy ETF seller in Q4 2023 was Osaic Holdings, an estimated $6.51M sold.
Based on aggregated 13F filings for Q4 2023.