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iShares US Energy ETF
IYE

Overview Fund Activity

255 hedge funds and large institutions have $1.62B invested in iShares US Energy ETF in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
255
Holders Change
+79
Holders Change %
+44.89%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
102
Increased
62
Reduced
40
Closed
22
Calls
$887K
Puts
$283K
Net Calls
+$604K
Net Calls Change
+$314K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$513M
2
BlackRock
2
BlackRock
New York
$142M
3
LPL Financial
3
LPL Financial
California
$93.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
Bank of America
5
Bank of America
North Carolina
$91M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.07M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.2M
3
HF
3
HRT Financial
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
JSL
5
JT Stratford LLC
Georgia
$372K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$513M 19,540,347 +19,141,972 +4,805%
BlackRock
2
BlackRock
New York
$142M 5,414,481 +5,414,481 New
Morgan Stanley
3
Morgan Stanley
New York
$127M 4,825,685 +2,929,924 +155%
LPL Financial
4
LPL Financial
California
$93.2M 3,552,469 +3,336,952 +1,548%
Bank of America
5
Bank of America
North Carolina
$91M 3,468,762 +2,496,200 +257%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$80.8M 2,779,200 – –
PAS
7
Park Avenue Securities
New York
$57.4M 2,186,482 +2,186,482 New
Osaic Holdings
8
Osaic Holdings
Arizona
$54.4M 2,072,980 +1,970,346 +1,920%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$38.8M 1,480,054 +1,433,706 +3,093%
Wells Fargo
10
Wells Fargo
California
$24.9M 949,604 +315,887 +50%
MML Investors Services
11
MML Investors Services
Massachusetts
$24.7M 942,747 +872,664 +1,245%
UBS Group
12
UBS Group
Switzerland
$21.7M 827,464 +60,899 +8%
5L
13
55I LLC
Massachusetts
$16.8M 639,087 +639,087 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.4M 510,953 +373,034 +270%
BCM
15
Brookstone Capital Management
Illinois
$12.9M 490,243 +490,243 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.5M 475,796 +455,320 +2,224%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$11.7M 346,280 +346,280 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.9M 417,140 +131,933 +46%
M&T Bank
19
M&T Bank
New York
$10.6M 402,607 +402,607 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$10.3M 394,414 +177,134 +82%
Goldman Sachs
21
Goldman Sachs
New York
$9.2M 350,764 -155,248 -31%
WP
22
WealthSource Partners
California
$8.5M 323,887 +323,887 New
BRCM
23
Bright Rock Capital Management
Massachusetts
$7.87M 300,000 – –
WA
24
WP Advisors
California
$7.33M 279,285 -278 -0.1%
NA
25
NewEdge Advisors
Louisiana
$7.09M 270,338 +270,338 New
1
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