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iShares US Energy ETF
IYE

Overview Fund Activity

350 hedge funds and large institutions have $2.12B invested in iShares US Energy ETF in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+45
Holders Change %
+14.75%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
78
Increased
102
Reduced
118
Closed
31
Calls
$1.01M
Puts
$202K
Net Calls
+$805K
Net Calls Change
-$6.29M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$42.8M
2
BCM
2
Brookstone Capital Management
Illinois
$16M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.75M
4
Bank of America
4
Bank of America
North Carolina
$88.7M
5
OC
5
Oppenheimer & Co
New York
$5.12M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M
2
Goldman Sachs
2
Goldman Sachs
New York
$21M
3
BlackRock
3
BlackRock
New York
$180M
4
PA
4
Procyon Advisors
Connecticut
$2.96M
5
PAS
5
Park Avenue Securities
New York
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$565M -$31.6M -1,051,470 -5%
BlackRock
2
BlackRock
New York
$180M -$12M -397,477 -6%
Morgan Stanley
3
Morgan Stanley
New York
$157M -$4.04M -134,115 -2%
LPL Financial
4
LPL Financial
California
$115M -$3.28M -108,866 -3%
Bank of America
5
Bank of America
North Carolina
$88.7M +$5.56M +184,692 +7%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$84.2M +$84.2M +2,797,518 New
Osaic Holdings
7
Osaic Holdings
Arizona
$63.2M -$4.21M -139,851 -6%
PAS
8
Park Avenue Securities
New York
$59.4M -$4.3M -142,777 -7%
Prudential Financial
9
Prudential Financial
New Jersey
$42.8M +$39.4M +1,302,714 +1,148%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$37.1M -$3.07M -102,053 -8%
Wells Fargo
11
Wells Fargo
California
$36.5M +$3.18M +105,515 +10%
MML Investors Services
12
MML Investors Services
Massachusetts
$33.3M +$1.52M +50,554 +5%
5L
13
55I LLC
Massachusetts
$29M -$1.69M -56,065 -5%
UBS Group
14
UBS Group
Switzerland
$25.9M -$2.35M -78,049 -8%
Ameriprise
15
Ameriprise
Minnesota
$25.1M +$491K +16,321 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$23.6M +$1.82M +60,621 +8%
Goldman Sachs
17
Goldman Sachs
New York
$21M -$22.6M -751,264 -52%
BCM
18
Brookstone Capital Management
Illinois
$16M +$12.4M +378,574 +350%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$15.3M -$545K -18,093 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$14.4M +$54.2K +1,802 +0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$14.1M +$4.83M +160,300 +52%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$13.7M +$6.71K +197 +0%
NA
23
NewEdge Advisors
Louisiana
$12.5M +$3.44M +114,350 +38%
M&T Bank
24
M&T Bank
New York
$11.9M – – –
JC
25
JB Capital
Connecticut
$11.6M -$612K -20,345 -5%
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