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iShares US Energy ETF
IYE

Overview Fund Activity

305 hedge funds and large institutions have $1.9B invested in iShares US Energy ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-8
Holders Change %
-2.56%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
84
Reduced
129
Closed
31
Calls
$7.1M
Puts
–
Net Calls
+$7.1M
Net Calls Change
+$3.63M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$40.9M
2
HF
HRT Financial
New York
$3.89M
3
CIAS
CFS Investment Advisory Services
New Jersey
$3.44M
4
HPC
Hobart Private Capital
North Carolina
$3.92M
5
RA
RFG Advisory
Alabama
$1.46M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$560M
2
Morgan Stanley
Morgan Stanley
New York
$152M
3
Bank of America
Bank of America
North Carolina
$78.1M
4
B
Barings
North Carolina
$0
5
PAS
Park Avenue Securities
New York
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
201
JPMorgan Chase & Co
New York
$233K -$2.38M -84,025 -91%
CFG
202
Cooper Financial Group
California
$231K +$33.4K +1,183 +17%
IWS
203
Insight Wealth Strategies
California
$230K +$230K +8,129 New
Principal Financial Group
204
Principal Financial Group
Iowa
$226K -$57.4K -2,033 -20%
FTUS
205
Flow Traders U.S.
New York
$223K +$223K +7,881 New
BAM
206
Belpointe Asset Management
Nevada
$221K +$52K +1,840 +31%
CCA
207
Cadent Capital Advisors
Oklahoma
$212K -$4.48M -158,527 -95%
Jane Street
208
Jane Street
New York
$211K +$211K +7,473 New
KPWS
209
Kestra Private Wealth Services
Texas
$210K +$210K +7,419 New
VAS
210
Vestmark Advisory Solutions
Massachusetts
$206K -$2.54K -90 -1%
FWIA
211
Fort Washington Investment Advisors
Ohio
$206K – – –
LPIC
212
LeJeune Puetz Investment Counsel
Michigan
$201K – – –
HCM
213
Hollencrest Capital Management
California
$201K +$201K +7,087 New
EL
214
Essex LLC
Illinois
$201K +$201K +7,108 New
CCC
215
Crescent Capital Consulting
Louisiana
$196K – – –
BWM
216
Baystate Wealth Management
Massachusetts
$189K +$34.8K +1,230 +23%
KFS
217
Kelly Financial Services
Massachusetts
$172K -$5.42M -191,768 -97%
CC
218
Cassaday & Co
Virginia
$166K – – –
GFP
219
Gryphon Financial Partners
Ohio
$158K – – –
GPA
220
Guidance Point Advisors
Massachusetts
$152K +$152K +5,390 New
FWP
221
FAS Wealth Partners
Kansas
$148K – – –
APWA
222
Atlas Private Wealth Advisors
New Jersey
$144K – – –
William Blair & Company
223
William Blair & Company
Illinois
$144K – – –
Barclays
224
Barclays
United Kingdom
$134K +$87.5K +3,107 +188%
AA
225
Ancora Advisors
Ohio
$126K +$41.6K +1,469 +49%
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9
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