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iShares US Energy ETF
IYE

Overview Fund Activity

307 hedge funds and large institutions have $703M invested in iShares US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 123 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
75
Reduced
123
Closed
34
Calls
$1.86M
Puts
$143K
Net Calls
+$1.72M
Net Calls Change
+$1.46M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.48M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.3M
4
WI
4
Wintrust Investments
Illinois
$2.81M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.2M
3
PFS
3
Prospera Financial Services
Texas
$1.68M
4
RJA
4
Raymond James & Associates
Florida
$4.14M
5
FGAM
5
Financial Gravity Asset Management
Texas
$55.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
201
Lodestar Private Asset Management
California
$210K +$210K +4,248 New
HSWM
202
Hubbell Strickland Wealth Management
Louisiana
$208K +$208K +4,208 New
AFG
203
Atomi Financial Group
New York
$207K +$207K +4,195 New
FCA
204
FLC Capital Advisors
California
$201K -$36.7K -743 -15%
BCWM
205
Bartlett & Co Wealth Management
Ohio
$200K – – –
FWP
206
FAS Wealth Partners
Kansas
$198K +$1.04K +21 +0.5%
FAM
207
Family Asset Management
South Carolina
$190K -$7.95K -161 -4%
MA
208
Montag & Associates
Georgia
$189K – – –
GRP
209
Global Retirement Partners
California
$185K -$2.87K -58 -2%
US Bancorp
210
US Bancorp
Minnesota
$160K -$12.5K -254 -7%
IRC
211
Investors Research Corp
Georgia
$151K – – –
HCM
212
Hollencrest Capital Management
California
$147K – – –
IWA
213
Icon Wealth Advisors
Texas
$143K -$27.8K -563 -16%
TSWM
214
Tyler-Stone Wealth Management
Ohio
$142K +$247 +5 +0.2%
GIA
215
Goodwin Investment Advisory
Georgia
$137K -$3.01K -61 -2%
EWA
216
EP Wealth Advisors
California
$137K +$137K +2,765 New
WTC
217
WhitTier Trust Company
Nevada
$135K – – –
KFS
218
Kelly Financial Services
Massachusetts
$131K -$12.4K -250 -9%
FIM
219
Fernwood Investment Management
Massachusetts
$121K +$121K +2,450 New
PS
220
Principal Securities
Iowa
$115K +$27.1K +549 +31%
BAM
221
Bellevue Asset Management
Washington
$115K -$18.7K -379 -14%
GJIA
222
Glass Jacobson Investment Advisors
Maryland
$104K +$3.01K +61 +3%
PA
223
Pineridge Advisors
Missouri
$101K +$296 +6 +0.3%
MPCG
224
Matrix Private Capital Group
New York
$93.4K – – –
SWA
225
SOA Wealth Advisors
New York
$88.4K -$25.2K -510 -22%
7 8
9
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