iShares US Energy ETF
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.
124% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 34
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
12% more capital invested
Capital invested by funds: $1.28B → $1.44B (+$153M)
10% more funds holding
Funds holding: 361 → 396 (+35)
2.26% less ownership
Funds ownership: 66.4% → 64.14% (-2.3%)
19% less call options, than puts
Call options by funds: $1.38M | Put options by funds: $1.71M
39% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$15.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.59M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.72M |
| 4 |
TA
Townsend & Associates
Westminster,
Colorado
|
+$5.24M |
| 5 |
CI
CPR Investments
Rochester,
Michigan
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$62.5M |
| 2 |
BlackRock
New York
|
-$40.3M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$19M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$6.67M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.16M |
IYE Hedge Fund Activity: Q4 2022 in Review
396 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q4 2022, worth a combined $1.44B — up 12% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IYE positions and 34 closed out — a net gain of 42 holders — while 96 added to existing stakes and 157 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $15.7M. The largest seller was Prudential Financial, cutting an estimated $62.5M.
- 396 institutional investors held iShares US Energy ETF (IYE) as of Q4 2022, up from 361 in Q3 2022.
- Funds reported $1.44B of iShares US Energy ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 76 funds opened new iShares US Energy ETF positions in Q4 2022 and 34 closed out, a net change of +42 holders.
- The largest iShares US Energy ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $15.7M added.
- The largest iShares US Energy ETF seller in Q4 2022 was Prudential Financial, an estimated $62.5M sold.
Based on aggregated 13F filings for Q4 2022.