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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAL
151
W Advisors LLC
Tennessee
$576K +$116K +2,961 +25%
NF
152
Nikulski Financial
Iowa
$564K -$590 -15 -0.1%
HPC
153
Hobart Private Capital
North Carolina
$551K -$1.89M -48,032 -77%
CCFP
154
Charles Carroll Financial Partners
Massachusetts
$535K -$11.8K -300 -2%
DY
155
Dowling & Yahnke
California
$531K – – –
T
156
TNF
Montana
$530K -$878K -20,300 -62%
RA
157
RFG Advisory
Alabama
$514K -$323K -6,478 -39%
PA
158
Parallel Advisors
California
$511K +$24.6K +627 +5%
PA
159
Procyon Advisors
Connecticut
$508K -$13.2K -335 -3%
LF
160
Lantz Financial
Illinois
$505K -$269K -6,838 -35%
AFG
161
Allegheny Financial Group
Pennsylvania
$498K +$667 +17 +0.1%
OAP
162
One Advisory Partners
Kansas
$492K -$1.03M -26,126 -68%
FWIA
163
Fort Washington Investment Advisors
Ohio
$490K – – –
SI
164
Stephens Inc
Arkansas
$485K – – –
OPS
165
Orion Portfolio Solutions
Nebraska
$480K -$840K -21,371 -64%
SHJ
166
Sharkey, Howes & Javer
Colorado
$478K -$2.95M -75,198 -86%
RIA
167
Regal Investment Advisors
Michigan
$467K -$829K -21,100 -64%
TLFA
168
True Link Financial Advisors
California
$463K -$588K -14,977 -56%
WANY
169
Wealthspire Advisors (New York)
New York
$461K +$461K +11,734 New
MCIA
170
Mountain Capital Investment Advisors
Colorado
$449K -$573K -12,621 -56%
FCA
171
FLC Capital Advisors
California
$447K -$206K -5,230 -32%
PGFC
172
Peapack-Gladstone Financial Corp
New Jersey
$440K +$440K +11,190 New
GBT
173
Grove Bank & Trust
Florida
$439K – – –
SWM
174
SigFig Wealth Management
California
$429K -$1.36M -15,122 -76%
CI
175
CX Institutional
Indiana
$426K +$426K +10,839 New
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7
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