iShares US Energy ETF
281 hedge funds and large institutions have $631M 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, 107 reducing their positions, and 36 closing their positions.
889% more call options, than puts
Call options by funds: $732K | Put options by funds: $74K
0.24% more ownership
Funds ownership: 51.11% → 51.35% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 297 → 281 (-16)
7% less capital invested
Capital invested by funds: $674M → $631M (-$43.9M)
25% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 107
42% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$13.4M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$4.56M |
| 3 |
Goldman Sachs
New York
|
+$1.99M |
| 4 |
WDL
Well Done LLC
Holland,
Michigan
|
+$1.68M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$8.21M |
| 2 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
-$5.41M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.66M |
| 4 |
HF
HRT Financial
New York
|
-$2.95M |
| 5 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
-$2.89M |
IYE Hedge Fund Activity: Q3 2024 in Review
281 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q3 2024, worth a combined $631M — down 6.5% from $674M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of IYE and 21 opened new positions — a net loss of 15 holders — while 107 trimmed existing stakes and 80 added.
The largest buyer was Ferguson Wellman Capital Management, adding an estimated $13.4M. The largest seller was LPL Financial, cutting an estimated $8.21M.
- 281 institutional investors held iShares US Energy ETF (IYE) as of Q3 2024, down from 297 in Q2 2024.
- Funds reported $631M of iShares US Energy ETF stock for Q3 2024, down 6.5% quarter-over-quarter.
- 21 funds opened new iShares US Energy ETF positions in Q3 2024 and 36 closed out, a net change of -15 holders.
- The largest iShares US Energy ETF buyer in Q3 2024 was Ferguson Wellman Capital Management, an estimated $13.4M added.
- The largest iShares US Energy ETF seller in Q3 2024 was LPL Financial, an estimated $8.21M sold.
Based on aggregated 13F filings for Q3 2024.