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iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
151
Brookstone Capital Management
Illinois
$274K -$1.21K -26 -0.4%
CCWM
152
Cassaday & Co Wealth Management
Virginia
$273K – – –
TSWM
153
Tyler-Stone Wealth Management
Ohio
$268K +$135K +2,915 +101%
ACA
154
Aptus Capital Advisors
Alabama
$266K +$38.1K +822 +17%
MMPW
155
Mitchell McLeod Pugh & Williams
Alabama
$265K -$14.5K -312 -5%
CA
156
CoreCap Advisors
Michigan
$262K +$262K +5,660 New
SHFA
157
SC&H Financial Advisors
Maryland
$262K -$34.8K -752 -12%
WI
158
Wintrust Investments
Illinois
$260K -$2.3M -49,725 -90%
SWM
159
Spire Wealth Management
Virginia
$258K -$8.16K -176 -3%
MC
160
Moors & Cabot
Massachusetts
$256K -$60.2K -1,300 -19%
CCA
161
Cora Capital Advisors
New Jersey
$255K – – –
EG
162
Ellerson Group
Maryland
$255K – – –
NCM
163
Next Capital Management
New York
$255K – – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$254K -$27.1K -584 -10%
GWM
165
Greenwich Wealth Management
Connecticut
$249K – – –
KDA
166
Kraft Davis & Associates
Missouri
$248K – – –
OAP
167
One Advisory Partners
Kansas
$246K -$4.68K -101 -2%
PHS
168
Pekin Hardy Strauss
Illinois
$244K +$244K +5,275 New
CL
169
Choreo LLC
Illinois
$243K +$16.7K +353 +7%
RJT
170
Raymond James Trust
Florida
$239K – – –
CVA
171
Central Valley Advisors
California
$234K +$234K +5,043 New
GFPC
172
Global Financial Private Client
Florida
$233K – – –
FCBT
173
First Citizens Bank & Trust
North Carolina
$232K – – –
William Blair & Company
174
William Blair & Company
Illinois
$231K -$147K -3,174 -39%
AWM
175
AE Wealth Management
Kansas
$227K +$227K +4,903 New
5 6
7
8 9