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iShares US Energy ETF
IYE

Overview Fund Activity

384 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$33.1M
2
B
Barings
North Carolina
$7.29M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.47M
4
Mariner
Mariner
Kansas
$5.36M
5
FIA
Foundations Investment Advisors
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
2
CIAS
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
Morgan Stanley
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
176
The Family Firm
Maryland
$593K +$4.8K +126 +0.8%
VWM
177
Venturi Wealth Management
Texas
$563K -$432K -11,336 -43%
BWM
178
Baystate Wealth Management
Massachusetts
$558K +$35.8K +939 +7%
NF
179
Nikulski Financial
Iowa
$548K -$443K -11,609 -45%
CAM
180
Concorde Asset Management
Michigan
$538K -$398K -10,442 -43%
Citadel Advisors
181
Citadel Advisors
Florida
$537K +$137K +3,610 +34%
CCFP
182
Charles Carroll Financial Partners
Massachusetts
$530K +$530K +13,900 New
DAS
183
Dynamic Advisor Solutions
Arizona
$516K +$516K +13,527 New
DY
184
Dowling & Yahnke
California
$515K – – –
FHA
185
First Horizon Advisors
Tennessee
$511K +$508K +13,344 +15,699%
PA
186
Procyon Advisors
Connecticut
$505K -$5.79K -152 -1%
DADC
187
D.A. Davidson & Co
Montana
$495K -$224K -5,868 -31%
AFG
188
Allegheny Financial Group
Pennsylvania
$483K +$419 +11 +0.1%
RSWM
189
Robertson Stephens Wealth Management
California
$481K -$601K -15,783 -56%
FWIA
190
Fort Washington Investment Advisors
Ohio
$475K – – –
PA
191
Parallel Advisors
California
$472K +$3.05K +80 +0.7%
SI
192
Stephens Inc
Arkansas
$471K -$7.63K -200 -2%
GFPC
193
Global Financial Private Client
Florida
$462K +$1.31K +34 +0.3%
MIAN
194
Mariner Independent Advisor Network
Kansas
$455K -$195K -5,123 -30%
TI
195
Trexquant Investment
Connecticut
$452K -$12.6K -331 -3%
WAL
196
W Advisors LLC
Tennessee
$446K -$246K -6,458 -36%
MCM
197
Murphy Capital Management
New Jersey
$431K +$21.9K +575 +5%
GBT
198
Grove Bank & Trust
Florida
$425K – – –
WCM
199
WealthBridge Capital Management
Ohio
$420K +$48.8K +1,281 +13%
MC
200
Moors & Cabot
Massachusetts
$410K -$10.9K -286 -3%
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