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iShares US Energy ETF
IYE

Overview Fund Activity

313 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+58
Holders Change %
+22.75%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
72
Increased
152
Reduced
36
Closed
13
Calls
$3.47M
Puts
–
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$687M
2
Morgan Stanley
Morgan Stanley
New York
$189M
3
BlackRock
BlackRock
New York
$197M
4
LPL Financial
LPL Financial
California
$126M
5
B
Barings
North Carolina
$19M

Top Sellers

1
WA
WP Advisors
California
$0
2
RT
Rockland Trust
Massachusetts
$1.64M
3
BA
Ballew Advisors
Mississippi
$1.06M
4
EH
Equitable Holdings
New York
$2.18M
5
HNB
Huntington National Bank
Ohio
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$635K -$455K – –
FHA
152
First Horizon Advisors
Tennessee
$600K +$245K +8,440 +69%
FPGK
153
Financial Partners Group (Kansas)
Kansas
$597K +$95.3K +3,279 +19%
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$589K -$234K -8,061 -28%
HPC
155
Hobart Private Capital
North Carolina
$580K +$580K +19,936 New
TSS
156
Two Sigma Securities
New York
$572K -$122K -4,181 -18%
PPP
157
Private Portfolio Partners
New Jersey
$570K +$48.6K +1,672 +9%
MFW
158
Meristem Family Wealth
Minnesota
$538K +$538K +18,500 New
TCA
159
Transcend Capital Advisors
New Jersey
$537K +$171K +5,924 +47%
TFF
160
The Family Firm
Maryland
$535K +$4.92K +169 +0.9%
BFEC
161
Benjamin F. Edwards & Company
Missouri
$522K +$147K +5,069 +39%
LF
162
Lantz Financial
Illinois
$519K +$519K +17,840 New
MFG
163
Magnus Financial Group
New York
$506K +$206K +7,090 +69%
DC
164
Davenport & Co
Virginia
$505K +$187K +6,440 +59%
MMPW
165
Mitchell McLeod Pugh & Williams
Alabama
$501K +$501K +17,230 New
PCG
166
Private Capital Group
Connecticut
$494K +$166K +5,707 +51%
UCFA
167
United Capital Financial Advisors
Texas
$474K +$47.9K +1,646 +11%
FAIM
168
Financial Advocates Investment Management
Washington
$471K -$203K -6,967 -30%
WIA
169
World Investment Advisors
California
$466K +$19.6K +676 +4%
BCP
170
Berkeley Capital Partners
Georgia
$455K -$159K -5,459 -26%
Mariner
171
Mariner
Kansas
$439K +$439K +15,079 New
APA
172
American Portfolios Advisors
New York
$433K +$394K +13,534 +998%
CF
173
Centaurus Financial
California
$413K +$4.33K +149 +1%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$405K +$200K +6,870 +97%
DY
175
Dowling & Yahnke
California
$394K – – –
5 6
7
8 9