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iShares US Energy ETF
IYE

Overview Fund Activity

361 hedge funds and large institutions have $1.28B invested in iShares US Energy ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 174 reducing their positions, and 50 closing their positions.

Holders
361
Holders Change
-23
Holders Change %
-5.99%
% of All Funds
6.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
72
Reduced
174
Closed
50
Calls
$385K
Puts
$417K
Net Calls
-$32K
Net Calls Change
-$773K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.43M
4
GIA
4
Goodwin Investment Advisory
Georgia
$2.54M
5
MC
5
McMorgan & Co
California
$2.51M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$119M
2
BlackRock
2
BlackRock
New York
$96.7M
3
LPL Financial
3
LPL Financial
California
$45.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$125M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$125M 3,183,642 -1,116,037 -26%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$119M 3,032,840 -6,897,914 -69%
BlackRock
3
BlackRock
New York
$96.7M 2,460,464 -1,408,906 -36%
Bank of America
4
Bank of America
North Carolina
$78.7M 2,002,837 -915,763 -31%
Wells Fargo
5
Wells Fargo
California
$58.3M 1,484,276 -108,786 -7%
Prudential Financial
6
Prudential Financial
New Jersey
$54M 1,364,993 -9,314 -0.7%
UBS Group
7
UBS Group
Switzerland
$49.2M 1,252,229 +241,218 +24%
LPL Financial
8
LPL Financial
California
$45.3M 1,153,487 -1,227,632 -52%
Osaic Holdings
9
Osaic Holdings
Arizona
$32.7M 831,382 -513,017 -38%
Ameriprise
10
Ameriprise
Minnesota
$31.3M 792,983 -348,361 -31%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$29.1M 739,473 -996,850 -57%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$28.5M 724,611 +164,702 +29%
Goldman Sachs
13
Goldman Sachs
New York
$23.7M 602,407 -266,242 -31%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$21.3M 541,038 -24,757 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$20.6M 524,211 -120,807 -19%
AC
16
Allstate Corporation
Illinois
$19M 483,306 -99,386 -17%
SFI
17
SPC Financial Inc
Maryland
$17.7M 450,983 -9,576 -2%
PAS
18
Park Avenue Securities
New York
$13.8M 349,852 -689,095 -66%
ASN
19
Advisory Services Network
Georgia
$12.9M 328,031 -30,789 -9%
5L
20
55I LLC
Massachusetts
$12.8M 326,827 -183,031 -36%
KAS
21
Kestra Advisory Services
Texas
$12.6M 321,706 -39,658 -11%
BRCM
22
Bright Rock Capital Management
Massachusetts
$11.8M 300,000 – –
Stifel Financial
23
Stifel Financial
Missouri
$11.4M 290,184 -77,423 -21%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$11.4M 290,051 -479,385 -62%
M&T Bank
25
M&T Bank
New York
$10.4M 265,385 +113 +0%
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