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iShares US Energy ETF
IYE

Overview Fund Activity

295 hedge funds and large institutions have $674M invested in iShares US Energy ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-12
Holders Change %
-3.91%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
92
Reduced
104
Closed
32
Calls
$811K
Puts
$58K
Net Calls
+$753K
Net Calls Change
-$962K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.5M
2
HF
2
HRT Financial
New York
$2.95M
3
PCH
3
PGIM Custom Harvest
New Jersey
$71.2M
4
GAG
4
Goodman Advisory Group
Massachusetts
$1.28M
5
AC
5
Allstate Corporation
Illinois
$1.22M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.38M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$340K +$5.23K +109 +2%
FTS
152
Fifth Third Securities
Ohio
$336K -$15.4K -320 -4%
I
153
INVST
Indiana
$334K – – –
KPWS
154
Kestra Private Wealth Services
Texas
$332K +$1.15K +24 +0.3%
MC
155
Moors & Cabot
Massachusetts
$328K -$91.9K -1,915 -22%
GAM
156
Griffin Asset Management
New York
$325K -$29.8K -620 -8%
SPC
157
Sigma Planning Corp
Michigan
$321K +$6.91K +144 +2%
DA
158
Detalus Advisors
Missouri
$321K +$47.4K +987 +17%
AP
159
Appleton Partners
Massachusetts
$319K – – –
RPGK
160
Retirement Planning Group (Kansas)
Kansas
$315K +$384 +8 +0.1%
SHFA
161
SC&H Financial Advisors
Maryland
$307K +$624 +13 +0.2%
BCM
162
Brookstone Capital Management
Illinois
$291K -$25.6K -522 -8%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$291K +$30K +624 +11%
DC
164
Davenport & Co
Virginia
$290K -$174K -3,634 -38%
MMPW
165
Mitchell McLeod Pugh & Williams
Alabama
$289K +$15K +312 +5%
SFP
166
Sweet Financial Partners
Minnesota
$288K – – –
WPWM
167
Windward Private Wealth Management
Kansas
$285K -$1.87K -39 -0.7%
CPIG
168
Chicago Partners Investment Group
Illinois
$284K +$1.85K +38 +0.7%
CCWM
169
Cassaday & Co Wealth Management
Virginia
$283K – – –
SWM
170
Spire Wealth Management
Virginia
$276K -$79.2K -1,651 -22%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$274K -$24K -499 -8%
QCM
172
Quantinno Capital Management
New York
$267K +$267K +5,567 New
CCA
173
Cora Capital Advisors
New Jersey
$264K – – –
NCM
174
Next Capital Management
New York
$264K – – –
EG
175
Ellerson Group
Maryland
$264K – – –
5 6
7
8 9