iShares US Energy ETF
315 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.
469% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 13
322% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 36
45% more capital invested
Capital invested by funds: $1.62B → $2.34B (+$727M)
24% more funds holding
Funds holding: 255 → 315 (+60)
1.98% more ownership
Funds ownership: 87.11% → 89.08% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$114M |
| 2 |
Morgan Stanley
New York
|
+$46.4M |
| 3 |
BlackRock
New York
|
+$37.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$22.1M |
| 5 |
B
Barings
Charlotte,
North Carolina
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WP Advisors
San Francisco,
California
|
-$7.33M |
| 2 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$3.36M |
| 3 |
BA
Ballew Advisors
Jackson,
Mississippi
|
-$1.23M |
| 4 |
EH
Equitable Holdings
New York
|
-$653K |
| 5 |
Renaissance Technologies
New York
|
-$338K |
IYE Hedge Fund Activity: Q2 2021 in Review
315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q2 2021, worth a combined $2.34B — up 45% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new IYE positions and 13 closed out — a net gain of 61 holders — while 152 added to existing stakes and 36 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $114M. The largest seller was WP Advisors, exiting entirely with an estimated $7.33M sold.
- 315 institutional investors held iShares US Energy ETF (IYE) as of Q2 2021, up from 255 in Q1 2021.
- Funds reported $2.34B of iShares US Energy ETF stock for Q2 2021, up 45% quarter-over-quarter.
- 74 funds opened new iShares US Energy ETF positions in Q2 2021 and 13 closed out, a net change of +61 holders.
- The largest iShares US Energy ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $114M added.
- The largest iShares US Energy ETF seller in Q2 2021 was WP Advisors, an estimated $7.33M sold.
Based on aggregated 13F filings for Q2 2021.