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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$768K -$613K – –
FPGK
152
Financial Partners Group (Kansas)
Kansas
$714K +$14.2K +407 +2%
VWM
153
Venturi Wealth Management
Texas
$706K -$123K -4,100 -15%
RSWM
154
Robertson Stephens Wealth Management
California
$698K +$20.5K +681 +3%
KNW
155
Kesler Norman & Wride
Utah
$692K -$169K -5,617 -20%
Northern Trust
156
Northern Trust
Illinois
$688K +$48K +1,596 +8%
WDL
157
Well Done LLC
Michigan
$682K +$8.42K +280 +1%
LF
158
Lantz Financial
Illinois
$669K +$78.3K +2,600 +13%
FHA
159
First Horizon Advisors
Tennessee
$661K +$46K +1,533 +7%
FEM
160
Fulcrum Equity Management
Texas
$654K +$654K +21,714 New
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$645K -$453K -15,050 -41%
TPWA
162
TRUE Private Wealth Advisors
Oregon
$642K -$157K -5,235 -20%
AR
163
Apeiron RIA
Texas
$628K +$628K +20,849 New
TLFA
164
True Link Financial Advisors
California
$627K +$169K +5,599 +37%
IA
165
IFP Advisors
Florida
$612K -$20K -612 -3%
FWP
166
Firethorn Wealth Partners
Georgia
$607K +$607K +20,150 New
DC
167
Davenport & Co
Virginia
$606K -$15.8K -525 -3%
WIA
168
World Investment Advisors
California
$593K +$10K +276 +2%
UCFA
169
United Capital Financial Advisors
Texas
$584K -$22.9K -762 -4%
MFW
170
Meristem Family Wealth
Minnesota
$569K -$90.3K -3,000 -14%
TRCT
171
Tower Research Capital (TRC)
New York
$557K +$557K +18,497 New
T
172
TRUADVICE
Florida
$555K -$86.4K -2,390 -13%
PPP
173
Private Portfolio Partners
New Jersey
$550K -$34K -1,131 -6%
TSS
174
Two Sigma Securities
New York
$544K -$239K -7,933 -31%
MCC
175
Money Concepts Capital
Florida
$538K +$538K +17,867 New
5 6
7
8 9