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iShares US Energy ETF
IYE

Overview Fund Activity

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
151
TRUE Private Wealth Advisors
Oregon
$347K – – –
CA
152
CoreCap Advisors
Michigan
$341K -$78.4K -1,777 -19%
Franklin Resources
153
Franklin Resources
California
$331K – – –
JSW
154
Journey Strategic Wealth
New Jersey
$330K +$330K +7,469 New
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$329K +$28.7K +650 +10%
GAM
156
Griffin Asset Management
New York
$323K +$5.96K +135 +2%
KPWS
157
Kestra Private Wealth Services
Texas
$323K -$12.1K -275 -4%
LCM
158
Lazari Capital Management
California
$321K – – –
SWM
159
Spire Wealth Management
Virginia
$320K -$5.05K -120 -2%
CIA
160
Capital Investment Advisors
Georgia
$317K +$41.5K +940 +15%
TI
161
Trexquant Investment
Connecticut
$314K -$8.74K -198 -3%
RWP
162
RWA Wealth Partners
Massachusetts
$313K – – –
FTS
163
Fifth Third Securities
Ohio
$310K -$132K -2,996 -30%
DE
164
Day & Ennis
Georgia
$309K -$90.3K -2,046 -23%
CFGS
165
Concourse Financial Group Securities
Alabama
$309K +$2.25K +51 +0.7%
EP
166
Eudaimonia Partners
Tennessee
$309K -$14.8K -336 -5%
AWA
167
Arkadios Wealth Advisors
Georgia
$304K -$23.2K -525 -7%
I
168
INVST
Indiana
$304K -$52.3K -1,199 -15%
BCM
169
Brookstone Capital Management
Illinois
$300K -$535K -12,115 -64%
AP
170
Appleton Partners
Massachusetts
$293K – – –
RPGK
171
Retirement Planning Group (Kansas)
Kansas
$289K +$7.68K +174 +3%
KCM
172
KM Capital Management
Texas
$285K +$285K +6,453 New
D.E. Shaw & Co
173
D.E. Shaw & Co
New York
$283K +$283K +6,422 New
SHFA
174
SC&H Financial Advisors
Maryland
$282K +$1.24K +28 +0.4%
WPWM
175
Windward Private Wealth Management
Kansas
$276K -$24.3K -550 -8%
5 6
7
8 9