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iShares US Energy ETF
IYE

Overview Fund Activity

313 hedge funds and large institutions have $2.34B invested in iShares US Energy ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+58
Holders Change %
+22.75%
% of All Funds
5.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
72
Increased
152
Reduced
36
Closed
13
Calls
$3.47M
Puts
–
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$687M
2
Morgan Stanley
Morgan Stanley
New York
$189M
3
BlackRock
BlackRock
New York
$197M
4
LPL Financial
LPL Financial
California
$126M
5
B
Barings
North Carolina
$19M

Top Sellers

1
WA
WP Advisors
California
$0
2
RT
Rockland Trust
Massachusetts
$1.64M
3
BA
Ballew Advisors
Mississippi
$1.06M
4
EH
Equitable Holdings
New York
$2.18M
5
HNB
Huntington National Bank
Ohio
$635K
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
201
Successful Portfolios
Florida
$266K +$266K +9,159 New
CCWA
202
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$261K +$261K +8,969 New
NCM
203
Narwhal Capital Management
Georgia
$257K +$257K +8,825 New
VC
204
Veracity Capital
Georgia
$252K +$252K +8,678 New
CCT
205
Country Club Trust
Missouri
$251K – – –
MA
206
MCF Advisors
Kentucky
$242K – – –
1WM
207
1900 Wealth Management
Texas
$235K +$235K +8,071 New
OPS
208
Orion Portfolio Solutions
Nebraska
$234K +$234K +8,032 New
EWA
209
Evolution Wealth Advisors
Florida
$232K -$21.1K -725 -8%
OFG
210
OmniStar Financial Group
North Carolina
$230K +$230K +7,939 New
FHC
211
First Heartland Consultants
Missouri
$229K +$229K +7,870 New
DAS
212
Dynamic Advisor Solutions
Arizona
$226K +$226K +7,776 New
QC
213
QCM Cayman
Texas
$220K -$207K -7,124 -49%
FA
214
FDx Advisors
Illinois
$220K +$220K +7,568 New
GFPC
215
Global Financial Private Client
Florida
$219K +$106K +3,581 +94%
LWAC
216
Laurel Wealth Advisors (California)
California
$218K +$218K +7,512 New
VAS
217
Vestmark Advisory Solutions
Massachusetts
$215K +$215K +7,383 New
HIS
218
Harvest Investment Services
Illinois
$215K +$215K +7,408 New
CIA
219
Capital Investment Advisors
Georgia
$214K -$20.1K -690 -9%
IF
220
Intrua Financial
Texas
$214K +$214K +7,873 New
AIC
221
Ameritas Investment Company
Nebraska
$212K -$179K -2,919 -46%
FWIA
222
Fort Washington Investment Advisors
Ohio
$212K +$212K +7,280 New
LPIC
223
LeJeune Puetz Investment Counsel
Michigan
$207K – – –
CFG
224
Cooper Financial Group
California
$204K +$204K +7,000 New
CCC
225
Crescent Capital Consulting
Louisiana
$202K -$1.02K -35 -0.5%
7 8
9
10 11