iShares US Energy ETF
308 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, 76 increasing their positions, 123 reducing their positions, and 34 closing their positions.
1,199% more call options, than puts
Call options by funds: $1.86M | Put options by funds: $143K
9% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 34
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 312 → 308 (-4)
5% less capital invested
Capital invested by funds: $741M → $703M (-$38.1M)
7.05% less ownership
Funds ownership: 58.9% → 51.85% (-7%)
38% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.86M |
| 2 |
D.E. Shaw & Co
New York
|
+$4.37M |
| 3 |
Goldman Sachs
New York
|
+$3.99M |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$2.56M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$101M |
| 2 |
JP Morgan Chase
New York
|
-$10M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$8.01M |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$2.42M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.33M |
IYE Hedge Fund Activity: Q1 2024 in Review
308 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q1 2024, worth a combined $703M — down 5.1% from $741M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IYE positions and 34 closed out — a net gain of 3 holders — while 76 added to existing stakes and 123 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $6.86M. The largest seller was Morgan Stanley, cutting an estimated $101M.
- 308 institutional investors held iShares US Energy ETF (IYE) as of Q1 2024, down from 312 in Q4 2023.
- Funds reported $703M of iShares US Energy ETF stock for Q1 2024, down 5.1% quarter-over-quarter.
- 37 funds opened new iShares US Energy ETF positions in Q1 2024 and 34 closed out, a net change of +3 holders.
- The largest iShares US Energy ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6.86M added.
- The largest iShares US Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2024.