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iShares US Energy ETF
IYE

Overview Fund Activity

384 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, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$33.1M
2
B
Barings
North Carolina
$7.29M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$5.47M
4
Mariner
Mariner
Kansas
$5.36M
5
FIA
Foundations Investment Advisors
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$379M
2
CIAS
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
Morgan Stanley
New York
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
201
Country Club Bank
Missouri
$408K – – –
KA
202
Kovack Advisors
Florida
$407K +$42.6K +1,118 +12%
CWM
203
Chemistry Wealth Management
New York
$406K – – –
NLP
204
Next Level Private
New York
$406K +$406K +10,658 New
SB
205
Simmons Bank
Arkansas
$398K -$35.3K -926 -8%
YIH
206
Y-Intercept (HK)
Hong Kong
$397K +$397K +10,426 New
TCA
207
Transcend Capital Advisors
New Jersey
$396K -$256K -6,730 -39%
MFG
208
Magnus Financial Group
New York
$392K +$3.7K +97 +1%
PPW
209
Pinnacle Private Wealth
Massachusetts
$382K +$13K +342 +4%
AWM
210
Alterna Wealth Management
Texas
$376K -$51.8K -1,355 -12%
CCFM
211
Clear Creek Financial Management
Washington
$363K +$76 +2 +0%
PPP
212
Private Portfolio Partners
New Jersey
$362K -$322K -8,434 -47%
SG
213
StoneX Group
New York
$362K -$103K -2,697 -22%
CAN
214
Claraphi Advisory Network
United States
$361K -$4.76K -125 -1%
EP
215
Eudaimonia Partners
Tennessee
$356K +$356K +9,343 New
FWP
216
Firethorn Wealth Partners
Georgia
$353K -$401K -9,678 -53%
AWE
217
Avidian Wealth Enterprises
Texas
$351K -$245K -6,424 -41%
ACP
218
Aveo Capital Partners
Colorado
$349K -$551K -14,471 -61%
RJT
219
Raymond James Trust
Florida
$348K +$52.6K +1,379 +18%
RCM
220
Raleigh Capital Management
North Carolina
$345K -$359K -9,397 -51%
FAIM
221
Financial Advocates Investment Management
Washington
$337K -$378K -9,903 -53%
NCM
222
Narwhal Capital Management
Georgia
$336K – – –
CAG
223
Csenge Advisory Group
Florida
$334K -$234K -6,137 -41%
WS
224
Wedbush Securities
California
$330K -$5.27K -138 -2%
TSS
225
Two Sigma Securities
New York
$330K +$330K +8,667 New
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