IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

307 hedge funds and large institutions have $703M invested in iShares US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
75
Reduced
123
Closed
34
Calls
$1.86M
Puts
$143K
Net Calls
+$1.72M
Net Calls Change
+$1.46M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.48M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.3M
4
WI
4
Wintrust Investments
Illinois
$2.81M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.2M
3
PFS
3
Prospera Financial Services
Texas
$1.68M
4
RJA
4
Raymond James & Associates
Florida
$4.14M
5
FGAM
5
Financial Gravity Asset Management
Texas
$55.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
OAP
176
One Advisory Partners
Kansas
$273K +$273K +5,518 New
NCM
177
Next Capital Management
New York
$272K – – –
CCA
178
Cora Capital Advisors
New Jersey
$272K – – –
EG
179
Ellerson Group
Maryland
$272K – – –
QPWM
180
Quadrant Private Wealth Management
Pennsylvania
$271K -$227K -4,590 -46%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$269K +$11.5K +232 +4%
DWM
182
Dakota Wealth Management
Florida
$267K +$267K +5,410 New
GWM
183
Greenwich Wealth Management
Connecticut
$265K – – –
KDA
184
Kraft Davis & Associates
Missouri
$259K – – –
RJT
185
Raymond James Trust
Florida
$255K – – –
AWM
186
Avior Wealth Management
Nebraska
$254K +$52.1K +1,055 +26%
GFPC
187
Global Financial Private Client
Florida
$250K -$2.68K -54 -1%
BPA
188
Beacon Pointe Advisors
California
$247K -$2.57K -52 -1%
FCBT
189
First Citizens Bank & Trust
North Carolina
$247K – – –
RIA
190
Realta Investment Advisors
Delaware
$236K +$7.61K +154 +3%
RIA
191
Regal Investment Advisors
Michigan
$230K -$48K -971 -17%
SFS
192
Security Financial Services
Indiana
$230K +$230K +4,662 New
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$228K -$28.7K -580 -11%
VA
194
Valmark Advisers
Ohio
$225K -$494 -10 -0.2%
KOMWMG
195
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$223K +$223K +4,508 New
CKAIS
196
Christensen King & Associates Investment Services
Washington
$218K +$218K +4,419 New
SWP
197
Stratos Wealth Partners
Ohio
$214K +$214K +4,333 New
KWM
198
Keebeck Wealth Management
Illinois
$213K -$1.05M -21,260 -83%
LF
199
Lantz Financial
Illinois
$212K -$13.3K -269 -6%
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$212K -$47.6K -964 -18%
6 7
8
9 10