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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
Bank of America
North Carolina
$101M
4
TA
Townsend & Associates
Colorado
$5.32M
5
CI
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$1.32M
2
BlackRock
BlackRock
New York
$74.4M
3
AC
Allstate Corporation
Illinois
$0
4
M&T Bank
M&T Bank
New York
$5.7M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
176
INVST
Indiana
$482K -$825K -17,324 -63%
CCB
177
Country Club Bank
Missouri
$479K -$9.3K -200 -2%
BCP
178
Berkeley Capital Partners
Georgia
$472K +$472K +10,156 New
SB
179
Simmons Bank
Arkansas
$466K -$20K -431 -4%
CCFM
180
Clear Creek Financial Management
Washington
$461K +$17.4K +374 +4%
MC
181
Moors & Cabot
Massachusetts
$456K -$4.6K -99 -1%
TLFA
182
True Link Financial Advisors
California
$454K -$94.5K -2,032 -17%
WS
183
Wedbush Securities
California
$452K -$279 -6 -0.1%
WCM
184
WealthBridge Capital Management
Ohio
$449K -$63.5K -1,366 -12%
PWM
185
Perigon Wealth Management
California
$447K +$96.1K +2,068 +27%
PGFC
186
Peapack-Gladstone Financial Corp
New Jersey
$432K -$88.4K -1,900 -17%
MFG
187
Magnus Financial Group
New York
$431K +$23.6K +507 +6%
CAG
188
Csenge Advisory Group
Florida
$424K +$11.7K +252 +3%
FHA
189
First Horizon Advisors
Tennessee
$423K +$34.1K +734 +9%
AAS
190
Ameritas Advisory Services
Nebraska
$417K +$54.8K +1,178 +15%
SWM
191
SigFig Wealth Management
California
$411K -$91.7K -872 -18%
NCM
192
Narwhal Capital Management
Georgia
$410K – – –
RJT
193
Raymond James Trust
Florida
$408K -$8.05K -173 -2%
TPWA
194
TRUE Private Wealth Advisors
Oregon
$408K +$104K +2,237 +34%
EP
195
Eudaimonia Partners
Tennessee
$402K +$6.32K +136 +2%
MCIA
196
Mountain Capital Investment Advisors
Colorado
$401K -$59.2K -1,273 -13%
BFG
197
Bleakley Financial Group
New Jersey
$401K +$401K +8,625 New
MFA
198
Mayflower Financial Advisors
Massachusetts
$400K +$7.11K +153 +2%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$399K +$126K +2,687 +46%
MA
200
MCF Advisors
Kentucky
$388K – – –
6 7
8
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