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iShares US Energy ETF
IYE

Overview Fund Activity

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
201
Valmark Advisers
Ohio
$202K -$31.6K -717 -14%
LF
202
Lantz Financial
Illinois
$202K -$309 -7 -0.2%
PCA
203
Prosperity Capital Advisors
Ohio
$200K -$37.3K -846 -16%
PMAM
204
Picton Mahoney Asset Management
Ontario, Canada
$194K +$121K +2,740 +165%
AWM
205
Avior Wealth Management
Nebraska
$180K -$838 -19 -0.5%
BCWM
206
Bartlett & Co Wealth Management
Ohio
$179K – – –
BC
207
Bartlett & Co
Ohio
$179K – – –
FAM
208
Family Asset Management
South Carolina
$177K -$46.2K -1,046 -21%
FWP
209
FAS Wealth Partners
Kansas
$176K -$45.8K -1,037 -21%
MA
210
Montag & Associates
Georgia
$169K +$84.4K +1,912 +100%
GRP
211
Global Retirement Partners
California
$161K -$10.2K -240 -6%
US Bancorp
212
US Bancorp
Minnesota
$154K +$10.7K +243 +7%
IWA
213
Icon Wealth Advisors
Texas
$153K +$153K +3,468 New
IRC
214
Investors Research Corp
Georgia
$135K – – –
HCM
215
Hollencrest Capital Management
California
$132K – – –
KFS
216
Kelly Financial Services
Massachusetts
$128K +$127K +2,882 +11,528%
TSWM
217
Tyler-Stone Wealth Management
Ohio
$126K +$529 +12 +0.4%
GIA
218
Goodwin Investment Advisory
Georgia
$125K -$152K -3,454 -55%
WP
219
WealthShield Partners
North Carolina
$121K -$75.5K -1,712 -38%
WTC
220
WhitTier Trust Company
Nevada
$121K – – –
BAM
221
Bellevue Asset Management
Washington
$119K -$1.02K -23 -0.8%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$102K – – –
SWA
223
SOA Wealth Advisors
New York
$101K -$9.66K -219 -9%
GJIA
224
Glass Jacobson Investment Advisors
Maryland
$90.6K – – –
PA
225
Pineridge Advisors
Missouri
$89.8K +$89.8K +2,036 New
7 8
9
10 11