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iShares US Energy ETF
IYE

Overview Fund Activity

384 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$33.1M
2
B
Barings
North Carolina
$7.29M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.47M
4
Mariner
Mariner
Kansas
$5.36M
5
FIA
Foundations Investment Advisors
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
2
CIAS
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
Morgan Stanley
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIA
151
Mountain Capital Investment Advisors
Colorado
$852K -$282K -7,441 -25%
HF
152
HRT Financial
New York
$819K -$1.82M -47,723 -69%
SPC
153
Sigma Planning Corp
Michigan
$798K -$1.31M -34,370 -62%
JPMorgan Chase & Co
154
JPMorgan Chase & Co
New York
$780K -$718K -18,799 -48%
JSL
155
JT Stratford LLC
Georgia
$778K +$278K +7,294 +56%
Citigroup
156
Citigroup
New York
$771K -$141K -3,701 -15%
GC
157
Grimes & Company
Massachusetts
$764K -$46.6K -1,222 -6%
MBT
158
Montecito Bank & Trust
California
$763K +$28.6K +750 +4%
WEG
159
World Equity Group
Illinois
$753K +$61.2K +1,606 +9%
LF
160
Lantz Financial
Illinois
$751K -$187K -4,915 -20%
PWM
161
Perigon Wealth Management
California
$745K -$555K -14,568 -43%
CAM
162
Cresset Asset Management
Illinois
$734K +$734K +19,264 New
IWM
163
IHT Wealth Management
Illinois
$715K -$196K -5,146 -22%
UCFA
164
United Capital Financial Advisors
Texas
$711K -$68.5K -1,797 -9%
FPGK
165
Financial Partners Group (Kansas)
Kansas
$705K -$80.2K -2,106 -10%
EH
166
Equitable Holdings
New York
$695K +$190K +4,996 +38%
RA
167
RFG Advisory
Alabama
$667K -$2.04M -51,365 -75%
MYIA
168
Mount Yale Investment Advisors
Colorado
$660K -$496K -13,032 -43%
GCA
169
Genesee Capital Advisors
New York
$647K -$45.4K -1,191 -7%
WMP
170
Wealth Management Partners
Arizona
$645K -$37.9K -1,000 -6%
WIA
171
World Investment Advisors
California
$640K -$241K -5,960 -27%
FCA
172
FLC Capital Advisors
California
$633K +$20.8K +546 +3%
MGWM
173
Marks Group Wealth Management
Minnesota
$627K -$90.3K -2,369 -13%
DC
174
Davenport & Co
Virginia
$615K -$170K -4,467 -22%
MSAM
175
Moloney Securities Asset Management
Missouri
$597K +$597K +15,649 New
5 6
7
8 9