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iShares US Energy ETF
IYE

Overview Fund Activity

301 hedge funds and large institutions have $684M invested in iShares US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
45
Reduced
121
Closed
42
Calls
$1.11M
Puts
$470K
Net Calls
+$641K
Net Calls Change
-$173K

Top Buyers

1
BA
Bellwether Advisors
Nebraska
$9.17M
2
RSWM
Robertson Stephens Wealth Management
California
$5.04M
3
Osaic Holdings
Osaic Holdings
Arizona
$17.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.41M
5
Goldman Sachs
Goldman Sachs
New York
$29.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.07M
2
TA
Townsend & Associates
Colorado
$0
3
Jane Street
Jane Street
New York
$0
4
EE
EWG Elevate
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Certus Wealth Management
California
$329K -$7.64K -161 -2%
Renaissance Technologies
152
Renaissance Technologies
New York
$327K +$327K +6,900 New
WPWM
153
Windward Private Wealth Management
Kansas
$323K -$3.42K -72 -1%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$323K -$34.5K -728 -10%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$316K +$1.02K +21 +0.3%
AP
156
Appleton Partners
Massachusetts
$315K – – –
MFA
157
Mayflower Financial Advisors
Massachusetts
$314K -$61.1K -1,289 -16%
Bank of New York Mellon
158
Bank of New York Mellon
New York
$312K +$312K +6,576 New
RPGK
159
Retirement Planning Group (Kansas)
Kansas
$303K – – –
SHFA
160
SC&H Financial Advisors
Maryland
$301K – – –
GIA
161
Goodwin Investment Advisory
Georgia
$298K – – –
CIA
162
Capital Investment Advisors
Georgia
$296K – – –
AAS
163
Ameritas Advisory Services
Nebraska
$295K -$2.17K -45 -0.7%
RA
164
RFG Advisory
Alabama
$290K +$290K +6,117 New
PCIA
165
Prime Capital Investment Advisors
Kansas
$285K +$285K +6,016 New
SFP
166
Sweet Financial Partners
Minnesota
$285K – – –
CCWM
167
Cassaday & Co Wealth Management
Virginia
$279K +$279K +5,888 New
MMPW
168
Mitchell McLeod Pugh & Williams
Alabama
$271K – – –
OIA
169
OneDigital Investment Advisors
Kansas
$270K -$5.93K -125 -2%
GFP
170
Gryphon Financial Partners
Ohio
$265K – – –
EG
171
Ellerson Group
Maryland
$261K – – –
NCM
172
Next Capital Management
New York
$261K – – –
CCA
173
Cora Capital Advisors
New Jersey
$261K – – –
PCA
174
Prosperity Capital Advisors
Ohio
$255K -$196K -4,125 -43%
GWM
175
Greenwich Wealth Management
Connecticut
$253K – – –
5 6
7
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