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iShares US Energy ETF
IYE

Overview Fund Activity

311 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, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
126
Davenport & Co
Virginia
$428K -$28.1K -636 -6%
NL
127
NWAM LLC
Washington
$423K +$423K +9,578 New
MHR
128
Matthew Hamilton Rosenberg
$419K -$58.6K -1,329 -12%
AAS
129
Avantax Advisory Services
Texas
$417K -$33.6K -761 -7%
SB
130
Strategic Blueprint
Georgia
$413K +$413K +9,350 New
MC
131
Moors & Cabot
Massachusetts
$410K -$34.2K -775 -8%
WS
132
Wedbush Securities
California
$410K -$37.4K -847 -8%
MFG
133
Magnus Financial Group
New York
$409K -$19.2K -436 -4%
CCB
134
Country Club Bank
Missouri
$409K -$14.2K -320 -3%
SB
135
Simmons Bank
Arkansas
$403K – – –
TRCT
136
Tower Research Capital (TRC)
New York
$401K +$401K +9,090 New
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$399K -$1.02M -23,144 -72%
HF
138
HRT Financial
New York
$397K +$397K +9,010 New
NCM
139
Narwhal Capital Management
Georgia
$389K – – –
WA
140
Wealth Alliance
New York
$377K +$377K +8,537 New
FWCM
141
Ferguson Wellman Capital Management
Oregon
$376K +$8.6K +195 +2%
SVWG
142
Shared Vision Wealth Group
United States
$376K +$376K +8,521 New
WANY
143
Wealthspire Advisors (New York)
New York
$374K -$1.68K -38 -0.4%
TWM
144
TSA Wealth Management
Texas
$369K +$369K +8,363 New
MA
145
MCF Advisors
Kentucky
$368K – – –
SS
146
Simplicity Solutions
Minnesota
$358K +$5.82K +132 +2%
BFG
147
Bleakley Financial Group
New Jersey
$358K +$5.82K +132 +2%
William Blair & Company
148
William Blair & Company
Illinois
$355K -$265 -6 -0.1%
PGFC
149
Peapack-Gladstone Financial Corp
New Jersey
$353K -$4.42K -100 -1%
RA
150
RFG Advisory
Alabama
$348K +$78.4K +1,778 +29%
4 5
6
7 8