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iShares US Energy ETF
IYE

Overview Fund Activity

388 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
115
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$145M
2
AC
2
Allstate Corporation
Illinois
$23.8M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$236M
5
SFI
5
SPC Financial Inc
Maryland
$20.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$214M
2
BCM
2
Brookstone Capital Management
Illinois
$8.71M
3
5L
3
55I LLC
Massachusetts
$29M
4
MC
4
McMorgan & Co
California
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$429K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAL
176
W Advisors LLC
Tennessee
$743K +$197K +4,808 +36%
WEG
177
World Equity Group
Illinois
$742K +$742K +18,136 New
PPP
178
Private Portfolio Partners
New Jersey
$734K -$14.4K -353 -2%
WMP
179
Wealth Management Partners
Arizona
$726K +$726K +18,000 New
TCA
180
Transcend Capital Advisors
New Jersey
$701K +$47.5K +1,161 +7%
MIAN
181
Mariner Independent Advisor Network
Kansas
$698K +$52.6K +1,286 +8%
WMS
182
Wealth Management Solutions
Pennsylvania
$680K -$2.22M -54,186 -77%
T
183
TRUADVICE
Florida
$679K +$57.2K +1,414 +9%
TPWA
184
TRUE Private Wealth Advisors
Oregon
$675K -$252K -5,806 -27%
FCA
185
FLC Capital Advisors
California
$657K +$25.7K +628 +4%
AWE
186
Avidian Wealth Enterprises
Texas
$640K -$48.9K -1,194 -7%
IAIM
187
International Assets Investment Management
Florida
$634K +$634K +15,483 New
TFF
188
The Family Firm
Maryland
$631K -$59.9K -1,464 -9%
LWAC
189
Laurel Wealth Advisors (California)
California
$623K +$257K +6,289 +70%
CAG
190
Csenge Advisory Group
Florida
$609K -$3.47M -84,898 -85%
BCI
191
Brinker Capital Investments
Pennsylvania
$572K -$24.5K -599 -4%
MWM
192
Maripau Wealth Management
Indiana
$568K +$75.4K +1,734 +15%
BWM
193
Baystate Wealth Management
Massachusetts
$561K +$143K +3,482 +34%
DY
194
Dowling & Yahnke
California
$553K – – –
PA
195
Procyon Advisors
Connecticut
$548K -$3.47M -84,885 -86%
EH
196
Equitable Holdings
New York
$542K -$2.38M -58,170 -81%
JSL
197
JT Stratford LLC
Georgia
$537K -$30.5K -745 -5%
PCG
198
Private Capital Group
Connecticut
$530K -$6.88K -168 -1%
AFG
199
Allegheny Financial Group
Pennsylvania
$518K -$92.7K -2,267 -15%
RFM
200
Royal Fund Management
Florida
$515K +$224K +5,465 +77%
6 7
8
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