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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
176
Ashton Thomas Private Wealth
Arizona
$299K +$299K +6,842 New
PWMG
177
Provence Wealth Management Group
California
$293K -$71.5K -1,633 -20%
AP
178
Appleton Partners
Massachusetts
$290K – – –
PA
179
Procyon Advisors
Connecticut
$287K -$28.4K -649 -9%
FA
180
FDx Advisors
Illinois
$287K – – –
VAS
181
Vestmark Advisory Solutions
Massachusetts
$282K +$81K +1,851 +40%
SHFA
182
SC&H Financial Advisors
Maryland
$277K +$744 +17 +0.3%
VA
183
Valmark Advisers
Ohio
$277K -$1.05K -24 -0.4%
EL
184
Essex LLC
Illinois
$274K – – –
CIA
185
Capital Investment Advisors
Georgia
$273K – – –
APWA
186
Atlas Private Wealth Advisors
New Jersey
$273K +$350 +8 +0.1%
SFP
187
Sweet Financial Partners
Minnesota
$263K – – –
LF
188
Lantz Financial
Illinois
$262K -$210K -4,790 -44%
CF
189
Centaurus Financial
California
$259K -$8.4K -192 -3%
CCWM
190
Cassaday & Co Wealth Management
Virginia
$258K – – –
Bank of New York Mellon
191
Bank of New York Mellon
New York
$257K -$1.9M -43,473 -88%
KA
192
Kovack Advisors
Florida
$251K -$51.4K -1,175 -17%
MMPW
193
Mitchell McLeod Pugh & Williams
Alabama
$250K – – –
SG
194
StoneX Group
New York
$248K +$25.8K +590 +12%
FWP
195
FAS Wealth Partners
Kansas
$245K +$2.1K +48 +0.9%
GFP
196
Gryphon Financial Partners
Ohio
$245K – – –
BPC
197
Banque Pictet & Cie
Switzerland
$244K +$244K +5,580 New
CCFM
198
Clear Creek Financial Management
Washington
$242K -$191K -4,376 -44%
JSW
199
Journey Strategic Wealth
New Jersey
$242K -$1.47M -33,634 -86%
NCM
200
Next Capital Management
New York
$241K – – –
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