IYE icon

iShares US Energy ETF

301 hedge funds and large institutions have $684M invested in iShares US Energy ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 45 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
45
Reduced
121
Closed
42
Calls
$1.11M
Puts
$470K
Net Calls
+$641K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Shares
Change %
VA
176
Valmark Advisers
Ohio
$251K +$12.3K +259 +5%
CWM
177
C2C Wealth Management
Arizona
$250K
WIA
178
World Investment Advisors
California
$246K +$246K +5,152 New
KDA
179
Kraft Davis & Associates
Missouri
$245K +$245K +5,315 New
RJT
180
Raymond James Trust
Florida
$245K -$15.3K -323 -6%
SAG
181
SageView Advisory Group
California
$245K +$245K +5,158 New
BPA
182
Beacon Pointe Advisors
California
$243K -$711 -15 -0.3%
SG
183
StoneX Group
New York
$242K -$28.1K -588 -10%
CCFM
184
Clear Creek Financial Management
Washington
$241K -$18.5K -389 -7%
FAM
185
Family Asset Management
South Carolina
$240K -$116K -2,440 -33%
FWP
186
FAS Wealth Partners
Kansas
$238K -$28.9K -610 -11%
SWP
187
ShoreHaven Wealth Partners
New Jersey
$238K -$13.6K -287 -5%
Brown Advisory
188
Brown Advisory
Maryland
$238K
FCBT
189
First Citizens Bank & Trust
North Carolina
$237K
GFPC
190
Global Financial Private Client
Florida
$236K
FCA
191
FLC Capital Advisors
California
$234K
VVP
192
Venture Visionary Partners
Ohio
$228K -$22.3K -470 -9%
RIA
193
Regal Investment Advisors
Michigan
$223K
Fidelity Investments
194
Fidelity Investments
Massachusetts
$219K +$20.7K +436 +10%
QPWM
195
Quadrant Private Wealth Management
Pennsylvania
$218K -$12.8K -267 -6%
LF
196
Lantz Financial
Illinois
$217K -$49.9K -1,053 -19%
PA
197
Parallel Advisors
California
$217K -$13.3K -281 -6%
WP
198
WealthShield Partners
North Carolina
$213K -$13K -272 -6%
KOMWMG
199
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K +$209K +4,415 New
GPA
200
Guidance Point Advisors
Massachusetts
$209K +$209K +4,413 New