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iShares US Energy ETF
IYE

Overview Fund Activity

384 hedge funds and large institutions have $1.98B invested in iShares US Energy ETF in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 197 reducing their positions, and 35 closing their positions.

Holders
384
Holders Change
-4
Holders Change %
-1.03%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
37
Increased
80
Reduced
197
Closed
35
Calls
$1.02M
Puts
$282K
Net Calls
+$741K
Net Calls Change
-$5.74M

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$11.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$33.1M
3
B
3
Barings
North Carolina
$7.29M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$5.47M
5
Mariner
5
Mariner
Kansas
$5.36M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$379M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.05M
3
LPL Financial
3
LPL Financial
California
$90.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$66.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$379M 9,930,754 -8,700,191 -47%
Morgan Stanley
2
Morgan Stanley
New York
$164M 4,299,679 -1,477,178 -26%
BlackRock
3
BlackRock
New York
$148M 3,869,370 -1,365,320 -26%
Bank of America
4
Bank of America
North Carolina
$111M 2,918,600 -618,247 -17%
LPL Financial
5
LPL Financial
California
$90.8M 2,381,119 -1,556,093 -40%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$66.2M 1,736,323 -1,478,198 -46%
Wells Fargo
7
Wells Fargo
California
$60.7M 1,593,062 -292 -0%
Prudential Financial
8
Prudential Financial
New Jersey
$53.5M 1,374,307 -50,293 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$51.3M 1,344,399 -767,962 -36%
Ameriprise
10
Ameriprise
Minnesota
$43.5M 1,141,344 -71,839 -6%
PAS
11
Park Avenue Securities
New York
$39.6M 1,038,947 -896,821 -46%
UBS Group
12
UBS Group
Switzerland
$38.5M 1,011,011 +23,462 +2%
Goldman Sachs
13
Goldman Sachs
New York
$33.1M 868,649 +220,735 +34%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$29.8M 769,436 -445,195 -37%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$24.6M 645,018 -244,863 -28%
MML Investors Services
16
MML Investors Services
Massachusetts
$23.4M 613,016 -428,427 -41%
AC
17
Allstate Corporation
Illinois
$22.2M 582,692 – –
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$21.6M 565,795 -39,684 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$21.3M 559,909 -99,943 -15%
5L
20
55I LLC
Massachusetts
$19.4M 509,858 -199,968 -28%
SFI
21
SPC Financial Inc
Maryland
$17.6M 460,559 -35,113 -7%
Stifel Financial
22
Stifel Financial
Missouri
$14M 367,607 -44,814 -11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$13.9M 365,848 -81,701 -18%
KAS
24
Kestra Advisory Services
Texas
$13.8M 361,364 -69,872 -16%
ASN
25
Advisory Services Network
Georgia
$13.7M 358,820 -7,278 -2%
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