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iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$145M
2
AC
2
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
SFI
5
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$214M
2
BCM
2
Brookstone Capital Management
Illinois
$8.71M
3
5L
3
55I LLC
Massachusetts
$29M
4
MC
4
McMorgan & Co
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
151
Nikulski Financial
Iowa
$1.06M +$1.06M +25,973 New
MCC
152
Money Concepts Capital
Florida
$1.05M +$319K +7,782 +44%
LF
153
Lantz Financial
Illinois
$1.01M +$98.1K +2,397 +11%
CAM
154
Concorde Asset Management
Michigan
$1M -$158K -3,867 -14%
CA
155
CoreCap Advisors
Michigan
$990K -$1.74M -42,462 -64%
Citigroup
156
Citigroup
New York
$980K -$240K -5,871 -20%
IWM
157
IHT Wealth Management
Illinois
$978K -$1.16M -28,263 -54%
ACP
158
Aveo Capital Partners
Colorado
$967K +$687K +16,779 +245%
HWA
159
Heartwood Wealth Advisors
Virginia
$936K -$293K -7,176 -24%
Northern Trust
160
Northern Trust
Illinois
$936K – – –
AR
161
Apeiron RIA
Texas
$930K +$67.9K +1,643 +8%
WIA
162
World Investment Advisors
California
$892K +$224K +5,478 +34%
CF
163
Centaurus Financial
California
$889K +$338K +8,263 +61%
GC
164
Grimes & Company
Massachusetts
$870K -$278K -6,798 -24%
FPGK
165
Financial Partners Group (Kansas)
Kansas
$843K +$8.67K +212 +1%
DC
166
Davenport & Co
Virginia
$843K +$19.3K +471 +2%
UCFA
167
United Capital Financial Advisors
Texas
$837K +$42.3K +1,034 +5%
MBT
168
Montecito Bank & Trust
California
$788K +$207K +5,057 +36%
MFW
169
Meristem Family Wealth
Minnesota
$773K – – –
DADC
170
D.A. Davidson & Co
Montana
$772K +$772K +18,861 New
MGWM
171
Marks Group Wealth Management
Minnesota
$770K -$487K -11,902 -39%
FAIM
172
Financial Advocates Investment Management
Washington
$767K +$429K +10,483 +127%
RCM
173
Raleigh Capital Management
North Carolina
$754K +$754K +18,435 New
FWP
174
Firethorn Wealth Partners
Georgia
$744K -$80.1K -1,959 -10%
GCA
175
Genesee Capital Advisors
New York
$744K +$744K +18,176 New
5 6
7
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