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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAL
151
W Advisors LLC
Tennessee
$361K -$186K -4,260 -34%
WCM
152
WealthBridge Capital Management
Ohio
$360K -$62.7K -1,433 -15%
CAG
153
Csenge Advisory Group
Florida
$359K -$40.9K -934 -10%
KWM
154
Keebeck Wealth Management
Illinois
$357K -$762K -17,418 -68%
EP
155
Eudaimonia Partners
Tennessee
$355K -$23.4K -534 -6%
MFA
156
Mayflower Financial Advisors
Massachusetts
$352K -$24.4K -558 -6%
William Blair & Company
157
William Blair & Company
Illinois
$351K -$3.72K -85 -1%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$348K -$2.71K -62 -0.8%
GF
159
Gries Financial
Ohio
$347K -$1.26M -28,717 -78%
TI
160
Trexquant Investment
Connecticut
$347K +$347K +7,921 New
WP
161
WealthShield Partners
North Carolina
$345K -$576K -13,170 -63%
AAS
162
Ameritas Advisory Services
Nebraska
$338K -$57.7K -1,309 -15%
CWM
163
Centurion Wealth Management
Virginia
$337K -$2.74M -62,721 -89%
JFG
164
JMG Financial Group
Illinois
$337K +$337K +7,696 New
KPWS
165
Kestra Private Wealth Services
Texas
$332K +$31.5K +721 +10%
WDL
166
Well Done LLC
Michigan
$332K – – –
AWA
167
Arkadios Wealth Advisors
Georgia
$329K -$21.1K -482 -6%
GIA
168
Goodwin Investment Advisory
Georgia
$323K -$23.3K -532 -7%
TPWA
169
TRUE Private Wealth Advisors
Oregon
$323K -$61.2K -1,399 -16%
SFO
170
Stokes Family Office
Louisiana
$320K -$3.4M -77,758 -91%
LPIC
171
LeJeune Puetz Investment Counsel
Michigan
$311K – – –
SWP
172
ShoreHaven Wealth Partners
New Jersey
$306K -$1.04M -23,709 -77%
GAM
173
Griffin Asset Management
New York
$303K -$3.11K -71 -1%
TSS
174
Two Sigma Securities
New York
$303K +$303K +6,926 New
WPWM
175
Windward Private Wealth Management
Kansas
$301K – – –
5 6
7
8 9