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iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
176
Miracle Mile Advisors
California
$221K +$221K +4,761 New
SB
177
Strategic Blueprint
Georgia
$213K +$213K +4,606 New
VA
178
Valmark Advisers
Ohio
$208K -$3.48K -75 -2%
PCA
179
Prosperity Capital Advisors
Ohio
$206K +$206K +4,451 New
LF
180
Lantz Financial
Illinois
$202K +$4.03K +87 +2%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$202K -$507 -11 -0.2%
RA
182
RFG Advisory
Alabama
$202K -$155K -3,345 -43%
FWP
183
FAS Wealth Partners
Kansas
$188K +$1.21K +26 +0.6%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$182K -$82.1K -1,772 -31%
PMAM
185
Picton Mahoney Asset Management
Ontario, Canada
$181K -$200K -4,300 -52%
MA
186
Montag & Associates
Georgia
$177K – – –
EWA
187
EP Wealth Advisors
California
$156K +$35.4K +763 +29%
FAM
188
Family Asset Management
South Carolina
$152K -$9.64K -208 -6%
US Bancorp
189
US Bancorp
Minnesota
$142K – – –
IRC
190
Investors Research Corp
Georgia
$141K – – –
HCM
191
Hollencrest Capital Management
California
$138K – – –
AWM
192
Avior Wealth Management
Nebraska
$131K -$59.1K -1,275 -31%
BCWM
193
Bartlett & Co Wealth Management
Ohio
$130K – – –
IA
194
IFP Advisors
Florida
$127K +$11.7K +252 +10%
IWA
195
Icon Wealth Advisors
Texas
$121K -$2.5K -54 -2%
PS
196
Principal Securities
Iowa
$110K +$2.5K +54 +2%
BAM
197
Bellevue Asset Management
Washington
$108K +$139 +3 +0.1%
GJIA
198
Glass Jacobson Investment Advisors
Maryland
$98K – – –
GRP
199
Global Retirement Partners
California
$97.2K -$86.4K -1,864 -47%
MPCG
200
Matrix Private Capital Group
New York
$87.6K – – –
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