IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
126
Kestra Private Wealth Services
Texas
$364K +$43.3K +934 +13%
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$364K – – –
CIA
128
Capital Investment Advisors
Georgia
$363K +$324 +7 +0.1%
MHR
129
Matthew Hamilton Rosenberg
$358K -$13.4K -289 -4%
OWA
130
One Wealth Advisors
California
$357K +$17.3K +373 +5%
MFA
131
Mayflower Financial Advisors
Massachusetts
$353K +$1.25K +27 +0.4%
MSWMA
132
Market Street Wealth Management Advisors
Indiana
$350K -$26.5K -572 -7%
WANY
133
Wealthspire Advisors (New York)
New York
$344K -$25.9K -558 -7%
AWM
134
Apollon Wealth Management
South Carolina
$334K -$2.6K -56 -0.8%
UCFA
135
United Capital Financial Advisors
Texas
$334K – – –
CFGS
136
Concourse Financial Group Securities
Alabama
$333K +$5.65K +122 +2%
BFG
137
Bleakley Financial Group
New Jersey
$332K -$2.78K -60 -0.8%
RWP
138
RWA Wealth Partners
Massachusetts
$329K – – –
LCM
139
Lazari Capital Management
California
$322K -$14.6K -315 -4%
GAM
140
Griffin Asset Management
New York
$321K +$7.51K +162 +2%
RPGK
141
Retirement Planning Group (Kansas)
Kansas
$314K +$10.2K +221 +3%
MBT
142
Montecito Bank & Trust
California
$306K -$111K -2,404 -27%
AP
143
Appleton Partners
Massachusetts
$303K -$4.63K -100 -2%
Comerica Bank
144
Comerica Bank
Texas
$300K -$116K -2,505 -28%
DC
145
Davenport & Co
Virginia
$288K +$7.79K +168 +3%
SPC
146
Sigma Planning Corp
Michigan
$283K -$27.4K -591 -9%
SFP
147
Sweet Financial Partners
Minnesota
$278K – – –
CPIG
148
Chicago Partners Investment Group
Illinois
$276K +$1.13K +24 +0.4%
WPWM
149
Windward Private Wealth Management
Kansas
$275K – – –
QPWM
150
Quadrant Private Wealth Management
Pennsylvania
$275K +$78.7K +1,699 +40%
4 5
6
7 8