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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Apollon Wealth Management
South Carolina
$425K -$495K -12,606 -54%
WCM
177
WealthBridge Capital Management
Ohio
$420K – – –
CWM
178
Chemistry Wealth Management
New York
$419K – – –
CCB
179
Country Club Bank
Missouri
$415K – – –
SB
180
Simmons Bank
Arkansas
$411K – – –
VCM
181
Virtue Capital Management
Tennessee
$402K -$539K -13,697 -57%
MA
182
Mutual Advisors
Nebraska
$400K +$108K +2,743 +37%
SW
183
SteelPeak Wealth
California
$399K -$2.21M -56,358 -85%
Citigroup
184
Citigroup
New York
$395K -$400K -10,180 -50%
CAGAS
185
Capital Advisory Group Advisory Services
Minnesota
$393K +$178K +4,535 +83%
MC
186
Moors & Cabot
Massachusetts
$390K -$33.3K -846 -8%
BHWM
187
Bay Harbor Wealth Management
Maryland
$389K -$775K -19,464 -67%
WS
188
Wedbush Securities
California
$382K +$42.5K +1,081 +13%
CCFM
189
Clear Creek Financial Management
Washington
$375K +$39 +1 +0%
PWMG
190
Provence Wealth Management Group
California
$370K -$561K -14,270 -60%
DAS
191
Dynamic Advisor Solutions
Arizona
$370K -$162K -4,114 -30%
TF
192
Trek Financial
Arizona
$364K -$701K -17,824 -66%
RJT
193
Raymond James Trust
Florida
$352K -$7.04K -179 -2%
CAG
194
Csenge Advisory Group
Florida
$349K +$4.91K +125 +1%
NCM
195
Narwhal Capital Management
Georgia
$347K – – –
MFG
196
Magnus Financial Group
New York
$345K -$59.8K -1,521 -15%
Millennium Management
197
Millennium Management
New York
$342K -$1.92M -48,714 -85%
CAM
198
Concorde Asset Management
Michigan
$340K -$214K -5,449 -39%
FWP
199
Firethorn Wealth Partners
Georgia
$338K +$2.87K +73 +0.9%
AR
200
Apeiron RIA
Texas
$335K -$627K -14,582 -65%
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8
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