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iShares US Energy ETF
IYE

389 hedge funds and large institutions have $3.01B invested in iShares US Energy ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,435% more call options, than puts

Call options by funds: $6.74M | Put options by funds: $266K

800% more funds holding in top 10

Funds holding in top 10: 1 → 9 (+8)

134% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 35

42% more capital invested

Capital invested by funds: $2.12B → $3.01B (+$895M)

18% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 116

11% more funds holding

Funds holding: 351 → 389 (+38)

2.9% more ownership

Funds ownership: 85.61% → 88.51% (+2.9%)

Holders
389
Holders Change
+38
Holders Change %
+10.83%
% of All Funds
6.14%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.14%
New
82
Increased
137
Reduced
116
Closed
35
Calls
$6.74M
Puts
$266K
Net Calls
+$6.48M
Net Calls Change
+$5.67M

Top Buyers

1
CIAS
CFS Investment Advisory Services
New Jersey
+$135M
2
Bank of America
Bank of America
North Carolina
+$21.7M
3
AC
Allstate Corporation
Illinois
+$21.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$20.3M
5
Morgan Stanley
Morgan Stanley
New York
+$20.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$27.6M
2
BCM
Brookstone Capital Management
Illinois
-$10.1M
3
5L
55I LLC
Massachusetts
-$9.4M
4
MC
McMorgan & Co
California
-$8.74M
5
OC
Oppenheimer & Co
New York
-$5.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$762M -$4.61M -124,996 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$236M +$20.1M +545,123 +10%
BlackRock
3
BlackRock
New York
$214M -$27.6M -748,013 -13%
LPL Financial
4
LPL Financial
California
$161M +$4.33M +117,540 +3%
Bank of America
5
Bank of America
North Carolina
$145M +$21.7M +589,018 +20%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$132M +$15.4M +417,003 +15%
Osaic Holdings
7
Osaic Holdings
Arizona
$85.2M +$478K +12,982 +0.6%
PAS
8
Park Avenue Securities
New York
$79.2M -$1.33M -36,107 -2%
Wells Fargo
9
Wells Fargo
California
$65.2M +$14.1M +381,386 +31%
Prudential Financial
10
Prudential Financial
New Jersey
$58.3M +$312K +8,455 +0.6%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$49.7M -$630K -17,099 -1%
Ameriprise
12
Ameriprise
Minnesota
$49.6M +$14M +380,811 +46%
MML Investors Services
13
MML Investors Services
Massachusetts
$42.6M -$2.36M -64,014 -6%
UBS Group
14
UBS Group
Switzerland
$40.4M +$4.64M +125,998 +15%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$36.4M +$3.93M +106,655 +14%
5L
16
55I LLC
Massachusetts
$29M -$9.4M -254,949 -26%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27M +$7.01M +190,282 +41%
Goldman Sachs
18
Goldman Sachs
New York
$26.5M -$1.8M -48,849 -7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$24.8M +$20.3M +550,028 +992%
AC
20
Allstate Corporation
Illinois
$23.8M +$21.5M +582,692 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$22.3M +$1.36M +36,936 +7%
SFI
22
SPC Financial Inc
Maryland
$20.3M +$18.3M +495,672 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$18.3M -$1.16M -31,373 -7%
KAS
24
Kestra Advisory Services
Texas
$17.6M +$4.73M +128,312 +42%
Stifel Financial
25
Stifel Financial
Missouri
$16.9M +$7.38M +200,293 +94%
1
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IYE Hedge Fund Activity: Q1 2022 in Review

389 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q1 2022, worth a combined $3.01B — up 42% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IYE positions and 35 closed out — a net gain of 47 holders — while 137 added to existing stakes and 116 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $135M. The largest seller was BlackRock, cutting an estimated $27.6M.

  • 389 institutional investors held iShares US Energy ETF (IYE) as of Q1 2022, up from 351 in Q4 2021.
  • Funds reported $3.01B of iShares US Energy ETF stock for Q1 2022, up 42% quarter-over-quarter.
  • 82 funds opened new iShares US Energy ETF positions in Q1 2022 and 35 closed out, a net change of +47 holders.
  • The largest iShares US Energy ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $135M added.
  • The largest iShares US Energy ETF seller in Q1 2022 was BlackRock, an estimated $27.6M sold.

Based on aggregated 13F filings for Q1 2022.