iShares US Energy ETF
385 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 197 reducing their positions, and 35 closing their positions.
263% more call options, than puts
Call options by funds: $1.02M | Put options by funds: $282K
6% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 35
1% less funds holding
Funds holding: 389 → 385 (-4)
12.37% less ownership
Funds ownership: 88.51% → 76.14% (-12%)
34% less capital invested
Capital invested by funds: $3.01B → $1.98B (-$1.03B)
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
59% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 197
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$9.37M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
+$6.8M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.82M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$5.46M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$369M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$157M |
| 3 |
LPL Financial
San Diego,
California
|
-$66.1M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$62.8M |
| 5 |
Morgan Stanley
New York
|
-$62.7M |
IYE Hedge Fund Activity: Q2 2022 in Review
385 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q2 2022, worth a combined $1.98B — down 34% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IYE positions and 35 closed out — a net gain of 2 holders — while 81 added to existing stakes and 197 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $9.37M. The largest seller was Envestnet Asset Management, cutting an estimated $369M.
- 385 institutional investors held iShares US Energy ETF (IYE) as of Q2 2022, down from 389 in Q1 2022.
- Funds reported $1.98B of iShares US Energy ETF stock for Q2 2022, down 34% quarter-over-quarter.
- 37 funds opened new iShares US Energy ETF positions in Q2 2022 and 35 closed out, a net change of +2 holders.
- The largest iShares US Energy ETF buyer in Q2 2022 was Goldman Sachs, an estimated $9.37M added.
- The largest iShares US Energy ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $369M sold.
Based on aggregated 13F filings for Q2 2022.