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iShares US Energy ETF
IYE

Overview Fund Activity

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$41.7M
2
LPL Financial
LPL Financial
California
$29.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$10.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.7M
5
Morgan Stanley
Morgan Stanley
New York
$96.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$56.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.43M
4
BlackRock
BlackRock
New York
$64.5K
5
CIBC World Market
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
126
Bernardo Wealth Planning
Pennsylvania
$366K -$9.36K -199 -2%
KPWS
127
Kestra Private Wealth Services
Texas
$364K +$5.92K +130 +2%
MFA
128
Mayflower Financial Advisors
Massachusetts
$362K +$14.6K +320 +4%
QPWM
129
Quadrant Private Wealth Management
Pennsylvania
$360K +$90K +1,976 +33%
AAS
130
Avantax Advisory Services
Texas
$352K -$67.7K -1,485 -16%
WANY
131
Wealthspire Advisors (New York)
New York
$352K +$13.2K +290 +4%
MHR
132
Matthew Hamilton Rosenberg
$352K – – –
CFGS
133
Concourse Financial Group Securities
Alabama
$351K +$973 +20 +0.3%
CIA
134
Capital Investment Advisors
Georgia
$348K -$8.84K -194 -2%
Comerica Bank
135
Comerica Bank
Texas
$339K +$43.9K +963 +15%
CA
136
Claro Advisors
Massachusetts
$335K +$335K +7,356 New
BFG
137
Bleakley Financial Group
New Jersey
$335K +$8.29K +182 +3%
SB
138
Strategic Blueprint
Georgia
$333K +$123K +2,710 +59%
PGFC
139
Peapack-Gladstone Financial Corp
New Jersey
$329K -$29.6K -650 -8%
RWP
140
RWA Wealth Partners
Massachusetts
$324K – – –
RPGK
141
Retirement Planning Group (Kansas)
Kansas
$321K +$12K +263 +4%
AWM
142
Apollon Wealth Management
South Carolina
$320K -$8.75K -192 -3%
LCM
143
Lazari Capital Management
California
$317K – – –
WPW
144
Watershed Private Wealth
Illinois
$306K +$306K +6,707 New
BRWA
145
B. Riley Wealth Advisors
Florida
$305K -$210K -4,605 -41%
KG
146
Kilter Group
New York
$303K +$303K +6,658 New
Northern Trust
147
Northern Trust
Illinois
$299K -$126K -2,755 -30%
IAA
148
Independent Advisor Alliance
North Carolina
$299K +$299K +6,560 New
AP
149
Appleton Partners
Massachusetts
$298K – – –
MBT
150
Montecito Bank & Trust
California
$288K -$12.9K -284 -4%
4 5
6
7 8