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iShares US Energy ETF
IYE

Overview Fund Activity

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$41.7M
2
LPL Financial
LPL Financial
California
$29.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$10.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.7M
5
Morgan Stanley
Morgan Stanley
New York
$96.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$56.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.43M
4
BlackRock
BlackRock
New York
$64.5K
5
CIBC World Market
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
151
Market Street Wealth Management Advisors
Indiana
$284K -$60.8K -1,334 -18%
SIA
152
SkyView Investment Advisors
New Jersey
$281K +$281K +6,159 New
GBT
153
Grove Bank & Trust
Florida
$281K -$228K -5,000 -45%
AF
154
AGP Franklin
Tennessee
$276K +$276K +6,064 New
CPIG
155
Chicago Partners Investment Group
Illinois
$274K -$984 -21 -0.4%
SPC
156
Sigma Planning Corp
Michigan
$271K -$7.11K -156 -3%
ASN
157
Advisory Services Network
Georgia
$269K -$123K -2,695 -31%
CCWM
158
Cassaday & Co Wealth Management
Virginia
$268K – – –
BCM
159
Brookstone Capital Management
Illinois
$266K -$3.46K -76 -1%
TSWM
160
Tyler-Stone Wealth Management
Ohio
$266K +$1.87K +41 +0.7%
VCM
161
Virtue Capital Management
Tennessee
$264K +$264K +5,788 New
ACA
162
Aptus Capital Advisors
Alabama
$263K +$1.78K +39 +0.7%
MMPW
163
Mitchell McLeod Pugh & Williams
Alabama
$260K – – –
SHFA
164
SC&H Financial Advisors
Maryland
$258K – – –
Fidelity Investments
165
Fidelity Investments
Massachusetts
$257K +$7.93K +174 +3%
OAP
166
One Advisory Partners
Kansas
$257K +$15.6K +342 +6%
UCFA
167
United Capital Financial Advisors
Texas
$255K -$73.2K -1,606 -22%
KDA
168
Kraft Davis & Associates
Missouri
$255K – – –
SWM
169
Spire Wealth Management
Virginia
$252K -$1.73K -38 -0.7%
CCA
170
Cora Capital Advisors
New Jersey
$251K – – –
NCM
171
Next Capital Management
New York
$251K – – –
GWM
172
Greenwich Wealth Management
Connecticut
$245K – – –
PHS
173
Pekin Hardy Strauss
Illinois
$240K – – –
CVA
174
Central Valley Advisors
California
$230K – – –
CA
175
CoreCap Advisors
Michigan
$229K -$29.2K -640 -11%
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7
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