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iShares US Energy ETF
IYE

Overview Fund Activity

295 hedge funds and large institutions have $674M invested in iShares US Energy ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-12
Holders Change %
-3.91%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
92
Reduced
104
Closed
32
Calls
$811K
Puts
$58K
Net Calls
+$753K
Net Calls Change
-$962K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.5M
2
HF
2
HRT Financial
New York
$2.95M
3
PCH
3
PGIM Custom Harvest
New Jersey
$71.2M
4
GAG
4
Goodman Advisory Group
Massachusetts
$1.28M
5
AC
5
Allstate Corporation
Illinois
$1.22M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$0
2
KWM
2
Kingsview Wealth Management
Oregon
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.38M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$147K -$8.3K -173 -5%
IRC
202
Investors Research Corp
Georgia
$146K – – –
HCM
203
Hollencrest Capital Management
California
$143K – – –
TSWM
204
Tyler-Stone Wealth Management
Ohio
$138K +$240 +5 +0.2%
BCWM
205
Bartlett & Co Wealth Management
Ohio
$135K -$60K -1,250 -31%
KFS
206
Kelly Financial Services
Massachusetts
$132K +$4.8K +100 +4%
IWA
207
Icon Wealth Advisors
Texas
$130K -$12.2K -248 -9%
EWA
208
EP Wealth Advisors
California
$125K -$7.82K -163 -6%
WTC
209
WhitTier Trust Company
Nevada
$120K -$11K -230 -8%
IA
210
IFP Advisors
Florida
$119K +$67.1K +1,398 +129%
IAIM
211
International Assets Investment Management
Florida
$114K +$114K +2,372 New
PS
212
Principal Securities
Iowa
$112K – – –
BAM
213
Bellevue Asset Management
Washington
$111K +$144 +3 +0.1%
GJIA
214
Glass Jacobson Investment Advisors
Maryland
$102K – – –
MPCG
215
Matrix Private Capital Group
New York
$90.7K – – –
FFA
216
Farther Finance Advisors
California
$87.5K +$6.76K +141 +8%
PA
217
Pineridge Advisors
Missouri
$86.3K -$11.7K -244 -12%
CSWM
218
Cassady Schiller Wealth Management
Ohio
$84K – – –
VWM
219
Valley Wealth Managers
New Jersey
$78.7K – – –
SWA
220
SOA Wealth Advisors
New York
$68.9K -$17K -354 -20%
VWWMG
221
Vermillion & White Wealth Management Group
Pennsylvania
$63.5K – – –
NB
222
NBT Bank
New York
$57K -$13.1K -272 -19%
AEPWM
223
Atlantic Edge Private Wealth Management
Florida
$54.7K – – –
AF
224
Allworth Financial
California
$54.1K +$36.4K +747 +205%
S
225
SignatureFD
Georgia
$52.8K – – –
7 8
9
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