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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
Citadel Advisors
Florida
$3.43M
4
GIA
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$119M
2
BlackRock
BlackRock
New York
$96.7M
3
LPL Financial
LPL Financial
California
$45.3M
4
Morgan Stanley
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
201
Eudaimonia Partners
Tennessee
$335K -$32.7K -832 -9%
KPWS
202
Kestra Private Wealth Services
Texas
$332K +$30.7K +780 +10%
MFA
203
Mayflower Financial Advisors
Massachusetts
$332K +$66.7K +1,698 +25%
SL
204
Sentinus LLC
Illinois
$329K +$329K +6,953 New
FHA
205
First Horizon Advisors
Tennessee
$328K -$198K -5,057 -38%
MA
206
MCF Advisors
Kentucky
$328K – – –
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$325K -$13.8K -352 -4%
SWA
208
Stratos Wealth Advisors
Ohio
$314K -$756K -19,235 -71%
AWA
209
Arkadios Wealth Advisors
Georgia
$308K +$19.7K +500 +7%
AAS
210
Ameritas Advisory Services
Nebraska
$306K +$5.54K +141 +2%
TI
211
Trexquant Investment
Connecticut
$302K -$164K -4,169 -35%
WDL
212
Well Done LLC
Michigan
$298K – – –
WPWM
213
Windward Private Wealth Management
Kansas
$297K – – –
PWM
214
Perigon Wealth Management
California
$296K -$471K -12,006 -61%
JSL
215
JT Stratford LLC
Georgia
$295K -$506K -12,904 -63%
CCA
216
Cadent Capital Advisors
Oklahoma
$295K – – –
SXL
217
Summit X LLC
Missouri
$294K -$698K -17,942 -70%
AF
218
Apexium Financial
Texas
$290K +$290K +7,370 New
IA
219
IFG Advisory
Georgia
$284K +$14.9K +380 +6%
VCP
220
Verus Capital Partners
Arizona
$283K -$52K -1,324 -16%
KA
221
Kovack Advisors
Florida
$279K -$141K -3,577 -34%
LPIC
222
LeJeune Puetz Investment Counsel
Michigan
$279K – – –
GAM
223
Griffin Asset Management
New York
$273K -$2.98K -76 -1%
William Blair & Company
224
William Blair & Company
Illinois
$273K +$904 +23 +0.3%
TCA
225
Transcend Capital Advisors
New Jersey
$270K -$139K -3,534 -34%
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9
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