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iShares US Energy ETF
IYE

Overview Fund Activity

255 hedge funds and large institutions have $1.62B invested in iShares US Energy ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+79
Holders Change %
+44.89%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
102
Increased
62
Reduced
40
Closed
22
Calls
$887K
Puts
$283K
Net Calls
+$604K
Net Calls Change
+$314K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$513M
2
BlackRock
BlackRock
New York
$142M
3
LPL Financial
LPL Financial
California
$93.2M
4
Morgan Stanley
Morgan Stanley
New York
$127M
5
Bank of America
Bank of America
North Carolina
$91M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.07M
2
Goldman Sachs
Goldman Sachs
New York
$9.2M
3
HF
HRT Financial
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
JSL
JT Stratford LLC
Georgia
$372K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
151
Country Club Trust
Missouri
$230K -$297K -11,293 -56%
KNW
152
Kesler Norman & Wride
Utah
$230K +$230K +8,758 New
EWA
153
Evolution Wealth Advisors
Florida
$228K – – –
IWS
154
Insight Wealth Strategies
California
$226K +$226K +8,633 New
MA
155
MCF Advisors
Kentucky
$219K – – –
CIA
156
Capital Investment Advisors
Georgia
$211K +$211K +8,031 New
SPC
157
Sigma Planning Corp
Michigan
$211K +$211K +8,059 New
Principal Financial Group
158
Principal Financial Group
Iowa
$206K +$206K +7,868 New
CAN
159
Cetera Advisor Networks
California
$203K +$203K +7,753 New
SWM
160
Spire Wealth Management
Virginia
$196K +$196K +7,478 New
LPIC
161
LeJeune Puetz Investment Counsel
Michigan
$186K – – –
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$185K +$99K +3,780 +115%
CCC
163
Crescent Capital Consulting
Louisiana
$183K +$182K +6,927 +19,791%
KFS
164
Kelly Financial Services
Massachusetts
$173K +$173K +6,594 New
AIC
165
Ameritas Investment Company
Nebraska
$167K +$167K +6,369 New
BAM
166
Belpointe Asset Management
Nevada
$164K -$10.7K -406 -6%
BAM
167
Bellevue Asset Management
Washington
$161K -$2.89K -110 -2%
CWM
168
Cranbrook Wealth Management
Michigan
$160K – – –
SFS
169
Sowell Financial Services
Arkansas
$159K +$159K +5,665 New
CC
170
Cassaday & Co
Virginia
$154K -$1.18K -45 -0.8%
BWM
171
Baystate Wealth Management
Massachusetts
$147K +$147K +5,616 New
FWP
172
FAS Wealth Partners
Kansas
$136K – – –
APWA
173
Atlas Private Wealth Advisors
New Jersey
$134K – – –
William Blair & Company
174
William Blair & Company
Illinois
$134K +$5.27K +201 +4%
NIC
175
Northwest Investment Counselors
Oregon
$115K +$115K +4,371 New
5 6
7
8 9