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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMPW
176
Mitchell McLeod Pugh & Williams
Alabama
$519K – – –
TFF
177
The Family Firm
Maryland
$508K -$49.7K -1,654 -9%
AWE
178
Avidian Wealth Enterprises
Texas
$507K +$208K +6,904 +70%
TCA
179
Transcend Capital Advisors
New Jersey
$481K +$1.99K +66 +0.4%
MIAN
180
Mariner Independent Advisor Network
Kansas
$475K +$88.5K +2,939 +23%
BAM
181
Belpointe Asset Management
Nevada
$468K +$233K +7,739 +99%
FCA
182
FLC Capital Advisors
California
$464K -$1.24M -41,274 -73%
AFG
183
Allegheny Financial Group
Pennsylvania
$449K +$68.9K +2,291 +18%
BCI
184
Brinker Capital Investments
Pennsylvania
$439K +$439K +14,581 New
MBT
185
Montecito Bank & Trust
California
$428K +$86.2K +2,860 +25%
JSL
186
JT Stratford LLC
Georgia
$418K -$301 -10 -0.1%
PA
187
Parallel Advisors
California
$415K +$8.65K +287 +2%
SG
188
StoneX Group
New York
$414K +$41.7K +1,386 +11%
MC
189
Moors & Cabot
Massachusetts
$413K -$6.98K -232 -2%
MWM
190
Maripau Wealth Management
Indiana
$411K +$411K +11,327 New
DY
191
Dowling & Yahnke
California
$407K – – –
CF
192
Centaurus Financial
California
$405K +$405K +13,466 New
WAL
193
W Advisors LLC
Tennessee
$401K +$401K +13,341 New
PCG
194
Private Capital Group
Connecticut
$395K -$16.2K -539 -4%
SI
195
Stephens Inc
Arkansas
$384K -$82.7K -2,749 -18%
CAGAS
196
Capital Advisory Group Advisory Services
Minnesota
$383K -$194K -6,467 -34%
SCFS
197
S.C. Financial Services
Arizona
$379K +$379K +11,255 New
FWIA
198
Fort Washington Investment Advisors
Ohio
$375K +$156K +5,180 +71%
GFPC
199
Global Financial Private Client
Florida
$364K -$7.92K -263 -2%
HCM
200
Howard Capital Management
Georgia
$353K +$30.5K +1,013 +9%
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