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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
3
Bank of America
Bank of America
North Carolina
$101M
4
TA
Townsend & Associates
Colorado
$5.32M
5
CI
CPR Investments
Michigan
$4.52M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$1.32M
2
BlackRock
BlackRock
New York
$74.4M
3
AC
Allstate Corporation
Illinois
$0
4
M&T Bank
M&T Bank
New York
$5.7M
5
UBS Group
UBS Group
Switzerland
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
201
Provence Wealth Management Group
California
$387K -$50.4K -1,084 -12%
William Blair & Company
202
William Blair & Company
Illinois
$377K +$54.5K +1,173 +17%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$373K -$11.6K -250 -3%
AWA
204
Arkadios Wealth Advisors
Georgia
$372K +$8.74K +188 +2%
GIA
205
Goodwin Investment Advisory
Georgia
$368K -$2.63M -56,660 -88%
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$364K -$1.01M -21,805 -74%
WDL
207
Well Done LLC
Michigan
$353K – – –
CCA
208
Cadent Capital Advisors
Oklahoma
$349K – – –
IA
209
IFG Advisory
Georgia
$348K +$12.4K +268 +4%
MA
210
Mutual Advisors
Nebraska
$338K -$135K -2,894 -28%
AWMNH
211
Arcadia Wealth Management (New Hampshire)
New Hampshire
$337K +$337K +7,254 New
PA
212
Procyon Advisors
Connecticut
$335K -$265K -5,702 -44%
VCP
213
Verus Capital Partners
Arizona
$333K -$2.05K -44 -0.6%
LPIC
214
LeJeune Puetz Investment Counsel
Michigan
$330K – – –
T
215
TNF
Montana
$329K -$226K -4,983 -41%
GAM
216
Griffin Asset Management
New York
$325K +$2.19K +47 +0.7%
QPWM
217
Quadrant Private Wealth Management
Pennsylvania
$324K +$324K +6,978 New
KA
218
Kovack Advisors
Florida
$322K -$8.32K -179 -3%
WPWM
219
Windward Private Wealth Management
Kansas
$320K -$30.8K -663 -9%
KPWS
220
Kestra Private Wealth Services
Texas
$319K -$73.4K -1,578 -19%
CAM
221
Concorde Asset Management
Michigan
$316K -$86.6K -1,862 -22%
QIM
222
Quantitative Investment Management
Virginia
$315K +$315K +6,795 New
TF
223
Trek Financial
Arizona
$311K -$119K -2,569 -28%
AP
224
Appleton Partners
Massachusetts
$309K – – –
KWS
225
Keystone Wealth Services
California
$302K -$1.91K -41 -0.6%
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9
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