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iShares US Energy ETF
IYE

Overview Fund Activity

313 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+58
Holders Change %
+22.75%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
72
Increased
152
Reduced
36
Closed
13
Calls
$3.47M
Puts
–
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$687M
2
Morgan Stanley
Morgan Stanley
New York
$189M
3
BlackRock
BlackRock
New York
$197M
4
LPL Financial
LPL Financial
California
$126M
5
B
Barings
North Carolina
$19M

Top Sellers

1
WA
WP Advisors
California
$0
2
RT
Rockland Trust
Massachusetts
$1.64M
3
BA
Ballew Advisors
Mississippi
$1.06M
4
EH
Equitable Holdings
New York
$2.18M
5
HNB
Huntington National Bank
Ohio
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
JSL
176
JT Stratford LLC
Georgia
$391K -$22.2K -761 -5%
MCM
177
Murphy Capital Management
New Jersey
$390K +$8.42K +290 +2%
PAMG
178
Patton Albertson Miller Group
Tennessee
$385K +$385K +13,235 New
HIM
179
Hanlon Investment Management
New Jersey
$373K +$51.6K +1,774 +16%
AWE
180
Avidian Wealth Enterprises
Texas
$369K -$24.7K -850 -6%
AFG
181
Allegheny Financial Group
Pennsylvania
$367K +$233 +8 +0.1%
SB
182
Simmons Bank
Arkansas
$365K -$1.16K -40 -0.3%
MC
183
Moors & Cabot
Massachusetts
$360K +$49.9K +1,715 +16%
SG
184
StoneX Group
New York
$360K +$360K +12,360 New
IMC Chicago
185
IMC Chicago
Illinois
$359K +$359K +12,347 New
IA
186
IFG Advisory
Georgia
$346K +$346K +11,913 New
WWM
187
Western Wealth Management
Colorado
$335K +$335K +11,373 New
WPWM
188
Windward Private Wealth Management
Kansas
$331K -$55.4K -1,903 -14%
MBT
189
Montecito Bank & Trust
California
$330K +$330K +11,359 New
GBT
190
Grove Bank & Trust
Florida
$325K – – –
SFS
191
Sowell Financial Services
Arkansas
$325K +$160K +5,500 +97%
KA
192
Kovack Advisors
Florida
$322K +$322K +11,083 New
MIAN
193
Mariner Independent Advisor Network
Kansas
$301K +$301K +10,351 New
CCFM
194
Clear Creek Financial Management
Washington
$298K +$298K +10,244 New
FCA
195
FinTrust Capital Advisors
South Carolina
$293K +$293K +10,072 New
Principal Financial Group
196
Principal Financial Group
Iowa
$292K +$63K +2,163 +27%
APC
197
Aspire Private Capital
North Carolina
$292K +$292K +10,025 New
CAN
198
Claraphi Advisory Network
United States
$285K – – –
RFM
199
Royal Fund Management
Florida
$273K +$15.9K +548 +6%
QPWM
200
Quadrant Private Wealth Management
Pennsylvania
$271K +$271K +9,333 New
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8
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