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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
201
Mariner
Kansas
$346K -$16.9K -563 -5%
SB
202
Simmons Bank
Arkansas
$344K -$11.3K -375 -3%
AWM
203
Alterna Wealth Management
Texas
$343K +$343K +11,382 New
VCM
204
Virtue Capital Management
Tennessee
$338K +$338K +11,216 New
GBT
205
Grove Bank & Trust
Florida
$336K – – –
IA
206
IFG Advisory
Georgia
$327K -$56K -1,865 -15%
CCT
207
Country Club Trust
Missouri
$318K – – –
NWMG
208
National Wealth Management Group
Ohio
$317K +$317K +10,521 New
IMC Chicago
209
IMC Chicago
Illinois
$315K – – –
BFEC
210
Benjamin F. Edwards & Company
Missouri
$314K -$39.9K -1,329 -11%
MCM
211
Murphy Capital Management
New Jersey
$309K +$9.02K +300 +3%
BWM
212
Baystate Wealth Management
Massachusetts
$308K +$107K +3,538 +53%
QPWM
213
Quadrant Private Wealth Management
Pennsylvania
$298K +$36.4K +1,209 +14%
MFG
214
Magnus Financial Group
New York
$290K +$12K +400 +4%
CAN
215
Claraphi Advisory Network
United States
$289K – – –
CCFM
216
Clear Creek Financial Management
Washington
$287K +$211 +7 +0.1%
WWM
217
Western Wealth Management
Colorado
$286K +$286K +9,478 New
WPWM
218
Windward Private Wealth Management
Kansas
$284K -$57.2K -1,898 -17%
KA
219
Kovack Advisors
Florida
$272K -$26.7K -885 -9%
SP
220
Successful Portfolios
Florida
$272K -$19.5K -649 -7%
LWAC
221
Laurel Wealth Advisors (California)
California
$270K +$270K +8,955 New
NCM
222
Narwhal Capital Management
Georgia
$266K – – –
HIM
223
Hanlon Investment Management
New Jersey
$264K -$27.9K -928 -10%
KPWS
224
Kestra Private Wealth Services
Texas
$253K +$29.7K +987 +13%
PPW
225
Pinnacle Private Wealth
Massachusetts
$249K +$249K +8,279 New
7 8
9
10 11