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iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
201
Cora Capital Advisors
New Jersey
$241K – – –
GFPC
202
Global Financial Private Client
Florida
$239K -$6.53K -143 -3%
PA
203
Parallel Advisors
California
$237K -$247K -5,647 -51%
BPA
204
Beacon Pointe Advisors
California
$236K +$13.6K +310 +6%
FIA
205
Foundations Investment Advisors
Arizona
$235K -$10.4M -238,014 -98%
LWA
206
Lineweaver Wealth Advisors
Ohio
$235K -$3.53M -80,530 -94%
AL
207
Aspiriant LLC
California
$234K – – –
QPWM
208
Quadrant Private Wealth Management
Pennsylvania
$234K -$71.4K -1,632 -23%
FCA
209
FLC Capital Advisors
California
$233K -$30.4K -695 -12%
GWM
210
Greenwich Wealth Management
Connecticut
$233K -$351 -8 -0.2%
VCP
211
Verus Capital Partners
Arizona
$229K -$84K -1,919 -27%
GWM
212
Geneos Wealth Management
Colorado
$228K -$621K -14,205 -73%
KWS
213
Keystone Wealth Services
California
$225K -$59.8K -1,367 -21%
SCA
214
Snowden Capital Advisors
New York
$224K -$271K -6,204 -55%
Cerity Partners
215
Cerity Partners
New York
$219K +$219K +5,016 New
Brown Advisory
216
Brown Advisory
Maryland
$219K -$46.8K -1,070 -18%
FCBT
217
First Citizens Bank & Trust
North Carolina
$219K – – –
IA
218
IFP Advisors
Florida
$215K -$4.51M -107,300 -95%
AF
219
Apexium Financial
Texas
$211K -$27.3K -623 -11%
LWM
220
Laidlaw Wealth Management
New York
$210K -$34.3K -783 -14%
CAS
221
Coppell Advisory Solutions
Texas
$208K +$208K +4,789 New
CASC
222
Coppell Advisory Solutions Corp
Texas
$208K +$208K +4,789 New
RIA
223
Realta Investment Advisors
Delaware
$207K +$6.43K +147 +3%
RIA
224
Regal Investment Advisors
Michigan
$206K -$253K -5,793 -55%
SWM
225
Seaside Wealth Management
California
$205K – – –
7 8
9
10 11