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iShares US Energy ETF
IYE

Overview Fund Activity

295 hedge funds and large institutions have $674M invested in iShares US Energy ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-12
Holders Change %
-3.91%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
92
Reduced
104
Closed
32
Calls
$811K
Puts
$58K
Net Calls
+$753K
Net Calls Change
-$962K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.5M
2
HF
2
HRT Financial
New York
$2.95M
3
PCH
3
PGIM Custom Harvest
New Jersey
$71.2M
4
GAG
4
Goodman Advisory Group
Massachusetts
$1.28M
5
AC
5
Allstate Corporation
Illinois
$1.22M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.38M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
126
Country Club Bank
Missouri
$425K -$16.4K -342 -4%
NCM
127
Narwhal Capital Management
Georgia
$424K – – –
ASN
128
Advisory Services Network
Georgia
$413K +$36K +750 +10%
CIS
129
Custom Index Systems
New York
$400K +$400K +8,337 New
MA
130
MCF Advisors
Kentucky
$400K – – –
AIA
131
Alera Investment Advisors
Illinois
$397K +$397K +8,274 New
BWP
132
Bernardo Wealth Planning
Pennsylvania
$396K -$20.3K -422 -5%
PMAM
133
Picton Mahoney Asset Management
Ontario, Canada
$394K -$72.1K -1,500 -15%
William Blair & Company
134
William Blair & Company
Illinois
$392K +$58.7K +1,223 +18%
MSWMA
135
Market Street Wealth Management Advisors
Indiana
$390K -$124K -2,590 -24%
MHR
136
Matthew Hamilton Rosenberg
$384K +$11.7K +243 +3%
WANY
137
Wealthspire Advisors (New York)
New York
$384K -$19.8K -412 -5%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$378K -$6.01K -125 -2%
CIA
139
Capital Investment Advisors
Georgia
$376K +$816 +17 +0.2%
RA
140
RFG Advisory
Alabama
$369K -$11.5K -239 -3%
AAS
141
Ameritas Advisory Services
Nebraska
$368K +$12.8K +266 +4%
MFA
142
Mayflower Financial Advisors
Massachusetts
$365K -$32.7K -682 -8%
FWCM
143
Ferguson Wellman Capital Management
Oregon
$355K -$48.1K -1,003 -12%
LCM
144
Lazari Capital Management
California
$349K – – –
AWM
145
Apollon Wealth Management
South Carolina
$349K -$54.2K -1,130 -13%
SW
146
Simplicity Wealth
New Jersey
$347K -$8.16K -170 -2%
BFG
147
Bleakley Financial Group
New Jersey
$347K -$8.16K -170 -2%
UCFA
148
United Capital Financial Advisors
Texas
$346K -$33.9K -707 -9%
OWA
149
One Wealth Advisors
California
$345K -$28.1K -597 -8%
RWP
150
RWA Wealth Partners
Massachusetts
$341K – – –
4 5
6
7 8