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iShares US Energy ETF
IYE

Overview Fund Activity

255 hedge funds and large institutions have $1.62B invested in iShares US Energy ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+79
Holders Change %
+44.89%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
102
Increased
62
Reduced
40
Closed
22
Calls
$887K
Puts
$283K
Net Calls
+$604K
Net Calls Change
+$314K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$513M
2
BlackRock
BlackRock
New York
$142M
3
LPL Financial
LPL Financial
California
$93.2M
4
Morgan Stanley
Morgan Stanley
New York
$127M
5
Bank of America
Bank of America
North Carolina
$91M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.07M
2
Goldman Sachs
Goldman Sachs
New York
$9.2M
3
HF
HRT Financial
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
JSL
JT Stratford LLC
Georgia
$372K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
201
BDO Wealth Advisors
Florida
$30K +$517 +20 +2%
EP
202
Eudaimonia Partners
Tennessee
$28K +$28K +1,069 New
Simplex Trading
203
Simplex Trading
Illinois
$28K +$28K +1,102 New
TAM
204
Tucker Asset Management
Colorado
$24.9K – – –
RIA
205
RPG Investment Advisory
California
$24K -$10.5K -400 -31%
CG
206
Cutler Group
California
$23K +$10.2K +400 +80%
AWA
207
Arkadios Wealth Advisors
Georgia
$23K +$18.3K +710 +394%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$20K -$7.82K -305 -28%
JWBC
209
John W. Brooker & Co
California
$18K – – –
SSB
210
Sandy Spring Bank
Maryland
$17K -$3.23K -125 -16%
AF
211
Advisornet Financial
Minnesota
$17K – – –
IAIM
212
International Assets Investment Management
Florida
$16K – – –
TFS
213
TrustCore Financial Services
Tennessee
$15K – – –
FRA
214
Front Row Advisors
California
$12K -$20K -750 -63%
TCWA
215
Ten Capital Wealth Advisors
Washington
$11K +$11K +455 New
BAM
216
Barrett Asset Management
New York
$10K – – –
CAAS
217
Capital Asset Advisory Services
Michigan
$10K – – –
IWP
218
IAG Wealth Partners
Wisconsin
$10K – – –
CAC
219
Certified Advisory Corp
Florida
$10K +$10K +371 New
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.18K – – –
BWM
221
BerganKDV Wealth Management
Minnesota
$9K – – –
FFA
222
Founders Financial Alliance
North Carolina
$9K – – –
GI
223
Gradient Investments
Minnesota
$9K +$9K +336 New
NSIM
224
North Star Investment Management
Illinois
$8K – – –
CWA
225
Clearview Wealth Advisors
Oregon
$8K +$26 +1 +0.3%
7 8
9
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