IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

305 hedge funds and large institutions have $1.9B invested in iShares US Energy ETF in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
305
Holders Change
-8
Holders Change %
-2.56%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
84
Reduced
129
Closed
31
Calls
$7.1M
Puts
–
Net Calls
+$7.1M
Net Calls Change
+$3.63M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$40.9M
2
JC
2
JB Capital
Connecticut
$11.4M
3
HF
3
HRT Financial
New York
$3.89M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$3.44M
5
HPC
5
Hobart Private Capital
North Carolina
$3.92M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$560M
2
Morgan Stanley
2
Morgan Stanley
New York
$152M
3
Bank of America
3
Bank of America
North Carolina
$78.1M
4
B
4
Barings
North Carolina
$0
5
PAS
5
Park Avenue Securities
New York
$59.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$560M 19,807,411 -3,823,966 -16%
BlackRock
2
BlackRock
New York
$180M 6,380,180 -381,443 -6%
Morgan Stanley
3
Morgan Stanley
New York
$152M 5,365,849 -1,126,742 -17%
LPL Financial
4
LPL Financial
California
$111M 3,928,538 -417,714 -10%
Bank of America
5
Bank of America
North Carolina
$78.1M 2,763,137 -704,092 -20%
Osaic Holdings
6
Osaic Holdings
Arizona
$63.3M 2,239,230 -334,413 -13%
PAS
7
Park Avenue Securities
New York
$59.8M 2,114,652 -509,471 -19%
Goldman Sachs
8
Goldman Sachs
New York
$40.9M 1,448,027 +1,009,412 +230%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$37.7M 1,333,783 -326,457 -20%
Wells Fargo
10
Wells Fargo
California
$31.3M 1,106,453 -161,779 -13%
MML Investors Services
11
MML Investors Services
Massachusetts
$29.8M 1,054,903 -129,809 -11%
5L
12
55I LLC
Massachusetts
$28.8M 1,020,840 -67,977 -6%
UBS Group
13
UBS Group
Switzerland
$26.6M 939,600 -377,845 -29%
Ameriprise
14
Ameriprise
Minnesota
$23.1M 816,051 +33,747 +4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$20.4M 722,605 -91,067 -11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$14.9M 526,042 -60,039 -10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.5M 477,120 -246,140 -34%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$13.4M 401,015 – –
JC
19
JB Capital
Connecticut
$11.4M 405,098 +405,098 New
M&T Bank
20
M&T Bank
New York
$11.2M 394,702 -8,125 -2%
MC
21
McMorgan & Co
California
$9.83M 347,836 -69,725 -17%
WP
22
WealthSource Partners
California
$9.75M 344,894 -45,688 -12%
AI
23
Atria Investments
North Carolina
$9.29M 328,824 -6,328 -2%
KAS
24
Kestra Advisory Services
Texas
$8.81M 311,704 -10,979 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.74M 309,270 -196,833 -39%
1
2 3 4 5