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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
Bank of America
North Carolina
$101M
4
TA
Townsend & Associates
Colorado
$5.32M
5
CI
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$1.32M
2
BlackRock
BlackRock
New York
$74.4M
3
AC
Allstate Corporation
Illinois
$0
4
M&T Bank
M&T Bank
New York
$5.7M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
151
One Wealth Advisors
California
$637K +$637K +13,695 New
OPS
152
Orion Portfolio Solutions
Nebraska
$636K +$68.4K +1,472 +12%
NF
153
Nikulski Financial
Iowa
$634K -$33.1K -711 -5%
CCFP
154
Charles Carroll Financial Partners
Massachusetts
$632K – – –
PAG
155
Private Advisor Group
New Jersey
$615K +$229K +24,125 +59%
SPC
156
Sigma Planning Corp
Michigan
$600K -$255K -5,476 -30%
WAL
157
W Advisors LLC
Tennessee
$581K -$99.9K -2,149 -15%
PFG
158
PAX Financial Group
Texas
$581K -$160K -3,434 -22%
FWIA
159
Fort Washington Investment Advisors
Ohio
$579K – – –
AR
160
Apeiron RIA
Texas
$577K +$215K +4,629 +59%
SI
161
Stephens Inc
Arkansas
$574K – – –
AFG
162
Allegheny Financial Group
Pennsylvania
$557K -$32.6K -701 -6%
DC
163
Davenport & Co
Virginia
$545K -$155K -3,346 -22%
FFA
164
Farther Finance Advisors
California
$531K +$531K +11,431 New
SCA
165
Snowden Capital Advisors
New York
$526K -$882K -18,963 -63%
FTS
166
Fifth Third Securities
Ohio
$526K +$242K +5,208 +85%
SW
167
SteelPeak Wealth
California
$520K +$48.2K +1,036 +10%
GBT
168
Grove Bank & Trust
Florida
$519K – – –
OAP
169
One Advisory Partners
Kansas
$519K -$63.6K -1,369 -11%
PA
170
Parallel Advisors
California
$515K -$90.3K -1,942 -15%
CAGAS
171
Capital Advisory Group Advisory Services
Minnesota
$505K +$39.5K +850 +8%
LF
172
Lantz Financial
Illinois
$501K -$96.3K -2,072 -16%
CWM
173
Chemistry Wealth Management
New York
$495K – – –
RIA
174
Regal Investment Advisors
Michigan
$488K -$65.1K -1,401 -12%
MGWM
175
Marks Group Wealth Management
Minnesota
$487K -$291K -6,263 -37%
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