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iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
201
Farther Finance Advisors
California
$79.4K -$5.1K -110 -6%
PA
202
Pineridge Advisors
Missouri
$78.7K -$4.63K -100 -6%
VWM
203
Valley Wealth Managers
New Jersey
$76K – – –
WP
204
WealthShield Partners
North Carolina
$73.1K +$46.3K +1,000 +173%
CSWM
205
Cassady Schiller Wealth Management
Ohio
$71.8K -$9.27K -200 -11%
SWA
206
SOA Wealth Advisors
New York
$67K +$510 +11 +0.8%
VWWMG
207
Vermillion & White Wealth Management Group
Pennsylvania
$61.3K – – –
BBHC
208
Brown Brothers Harriman & Co
New York
$60.3K +$60.3K +1,301 New
PS
209
Planned Solutions
California
$55.4K +$55.4K +1,195 New
NB
210
NBT Bank
New York
$53.9K -$1.16K -25 -2%
AEPWM
211
Atlantic Edge Private Wealth Management
Florida
$52.8K – – –
AF
212
Allworth Financial
California
$51.8K +$324 +7 +0.6%
S
213
SignatureFD
Georgia
$51K – – –
NS
214
NBC Securities
Alabama
$49K – – –
RDFA
215
Ritter Daniher Financial Advisory
Ohio
$48.7K +$48.7K +1,050 New
PAG
216
Paladin Advisory Group
Iowa
$47.5K – – –
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.3K +$46.3K +1,000 New
PA
218
Parallel Advisors
California
$44.4K – – –
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$43.8K +$5.65K +116 +15%
LFG
220
Larson Financial Group
Missouri
$43.4K +$185 +4 +0.4%
HWA
221
HHM Wealth Advisors
Tennessee
$39.3K – – –
SIS
222
Sound Income Strategies
Florida
$39K – – –
CA
223
Clearstead Advisors
Ohio
$38.4K +$278 +6 +0.7%
FMP
224
Financial Management Professionals
Texas
$38K +$29.5K +639 +345%
CSC
225
Caldwell Sutter Capital
California
$34.3K – – –
7 8
9
10 11