iShares US Energy ETF
304 hedge funds and large institutions have $657M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 21 closing their positions.
748% more call options, than puts
Call options by funds: $424K | Put options by funds: $50K
138% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 21
15% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 81
8% more funds holding
Funds holding: 281 → 304 (+23)
1.3% more ownership
Funds ownership: 51.35% → 52.65% (+1.3%)
4% more capital invested
Capital invested by funds: $631M → $657M (+$26.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$14.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.7M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$8.94M |
| 4 |
JP Morgan Chase
New York
|
+$8.69M |
| 5 |
Morgan Stanley
New York
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.91M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.82M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.55M |
| 4 |
BlackRock
New York
|
-$3.08M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$2.79M |
IYE Hedge Fund Activity: Q4 2024 in Review
304 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q4 2024, worth a combined $657M — up 4.2% from $631M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new IYE positions and 21 closed out — a net gain of 29 holders — while 93 added to existing stakes and 81 trimmed.
The largest buyer was UBS Group, adding an estimated $14.7M. The largest seller was Bank of America, cutting an estimated $6.91M.
- 304 institutional investors held iShares US Energy ETF (IYE) as of Q4 2024, up from 281 in Q3 2024.
- Funds reported $657M of iShares US Energy ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
- 50 funds opened new iShares US Energy ETF positions in Q4 2024 and 21 closed out, a net change of +29 holders.
- The largest iShares US Energy ETF buyer in Q4 2024 was UBS Group, an estimated $14.7M added.
- The largest iShares US Energy ETF seller in Q4 2024 was Bank of America, an estimated $6.91M sold.
Based on aggregated 13F filings for Q4 2024.