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iShares US Energy ETF
IYE

Overview Fund Activity

307 hedge funds and large institutions have $703M invested in iShares US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
75
Reduced
123
Closed
34
Calls
$1.86M
Puts
$143K
Net Calls
+$1.72M
Net Calls Change
+$1.46M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.48M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.3M
4
WI
4
Wintrust Investments
Illinois
$2.81M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.2M
3
PFS
3
Prospera Financial Services
Texas
$1.68M
4
RJA
4
Raymond James & Associates
Florida
$4.14M
5
FGAM
5
Financial Gravity Asset Management
Texas
$55.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
126
Wedbush Securities
California
$440K -$18.7K -379 -4%
NCM
127
Narwhal Capital Management
Georgia
$436K – – –
MC
128
Moors & Cabot
Massachusetts
$432K -$27.2K -550 -6%
BWP
129
Bernardo Wealth Planning
Pennsylvania
$428K -$71.2K -1,442 -14%
PAG
130
Private Advisory Group
Washington
$423K -$360K -7,287 -46%
CW
131
CreativeOne Wealth
Kansas
$422K +$131K +2,654 +45%
WANY
132
Wealthspire Advisors (New York)
New York
$415K -$4.1K -83 -1%
AWM
133
Apollon Wealth Management
South Carolina
$415K -$108K -2,189 -21%
FWCM
134
Ferguson Wellman Capital Management
Oregon
$414K -$6.67K -135 -2%
MA
135
MCF Advisors
Kentucky
$412K – – –
MFA
136
Mayflower Financial Advisors
Massachusetts
$409K -$177K -3,577 -30%
TPWA
137
TRUE Private Wealth Advisors
Oregon
$405K +$16.9K +343 +4%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$395K – – –
RA
139
RFG Advisory
Alabama
$392K +$1.98K +40 +0.5%
OWA
140
One Wealth Advisors
California
$392K -$303K -6,138 -44%
UCFA
141
United Capital Financial Advisors
Texas
$391K -$321K -6,492 -45%
ASN
142
Advisory Services Network
Georgia
$388K -$597K -12,093 -61%
CIA
143
Capital Investment Advisors
Georgia
$386K +$31.3K +633 +9%
MHR
144
Matthew Hamilton Rosenberg
$386K -$85.8K -1,727 -18%
AFG
145
Allegheny Financial Group
Pennsylvania
$383K -$195K -3,957 -34%
GCP
146
GSA Capital Partners
United Kingdom
$380K -$329K -6,656 -46%
Franklin Resources
147
Franklin Resources
California
$371K – – –
BFG
148
Bleakley Financial Group
New Jersey
$365K -$35.7K -723 -9%
SW
149
Simplicity Wealth
New Jersey
$365K +$365K +7,395 New
GAM
150
Griffin Asset Management
New York
$365K +$3.51K +71 +1%
4 5
6
7 8