IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

307 hedge funds and large institutions have $703M invested in iShares US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 123 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
75
Reduced
123
Closed
34
Calls
$1.86M
Puts
$143K
Net Calls
+$1.72M
Net Calls Change
+$1.46M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.48M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.3M
4
WI
4
Wintrust Investments
Illinois
$2.81M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.2M
3
PFS
3
Prospera Financial Services
Texas
$1.68M
4
RJA
4
Raymond James & Associates
Florida
$4.14M
5
FGAM
5
Financial Gravity Asset Management
Texas
$55.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Spire Wealth Management
Virginia
$365K -$11.4K -231 -3%
FTS
152
Fifth Third Securities
Ohio
$362K +$14.7K +298 +4%
AAS
153
Ameritas Advisory Services
Nebraska
$360K +$360K +7,410 New
LCM
154
Lazari Capital Management
California
$359K – – –
EP
155
Eudaimonia Partners
Tennessee
$353K +$7.81K +158 +2%
AWA
156
Arkadios Wealth Advisors
Georgia
$353K +$12.4K +251 +4%
RWP
157
RWA Wealth Partners
Massachusetts
$351K – – –
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$350K -$97.4K -1,971 -22%
I
159
INVST
Indiana
$347K – – –
CFGS
160
Concourse Financial Group Securities
Alabama
$344K -$1.68K -34 -0.5%
William Blair & Company
161
William Blair & Company
Illinois
$343K -$53.8K -1,089 -14%
KPWS
162
Kestra Private Wealth Services
Texas
$341K -$20.5K -415 -6%
AP
163
Appleton Partners
Massachusetts
$328K – – –
RPGK
164
Retirement Planning Group (Kansas)
Kansas
$324K – – –
SPC
165
Sigma Planning Corp
Michigan
$324K +$324K +6,551 New
BCM
166
Brookstone Capital Management
Illinois
$319K -$16.8K -340 -5%
SHFA
167
SC&H Financial Advisors
Maryland
$316K +$543 +11 +0.2%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$307K -$61.5K -1,244 -17%
CA
169
CoreCap Advisors
Michigan
$300K -$82.1K -1,661 -22%
SFP
170
Sweet Financial Partners
Minnesota
$296K – – –
WPWM
171
Windward Private Wealth Management
Kansas
$295K -$14.3K -290 -5%
CCWM
172
Cassaday & Co Wealth Management
Virginia
$291K – – –
CPIG
173
Chicago Partners Investment Group
Illinois
$291K +$291K +5,796 New
MMPW
174
Mitchell McLeod Pugh & Williams
Alabama
$282K – – –
DA
175
Detalus Advisors
Missouri
$281K -$217K -4,401 -44%
5 6
7
8 9