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iShares US Energy ETF
IYE

Overview Fund Activity

396 hedge funds and large institutions have $1.44B invested in iShares US Energy ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 96 increasing their positions, 157 reducing their positions, and 34 closing their positions.

Holders
396
Holders Change
+35
Holders Change %
+9.7%
% of All Funds
6.39%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
76
Increased
96
Reduced
157
Closed
34
Calls
$1.38M
Puts
$1.71M
Net Calls
-$331K
Net Calls Change
-$299K

Top Buyers

1
PCH
1
PGIM Custom Harvest
New Jersey
$64.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$15.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$33.7M
4
Bank of America
4
Bank of America
North Carolina
$101M
5
TA
5
Townsend & Associates
Colorado
$5.32M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$1.32M
2
BlackRock
2
BlackRock
New York
$74.4M
3
AC
3
Allstate Corporation
Illinois
$0
4
M&T Bank
4
M&T Bank
New York
$5.7M
5
UBS Group
5
UBS Group
Switzerland
$52.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$142M 3,054,696 -128,946 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$139M 2,983,487 -49,353 -2%
Bank of America
3
Bank of America
North Carolina
$101M 2,167,992 +165,155 +8%
BlackRock
4
BlackRock
New York
$74.4M 1,599,275 -861,189 -35%
Wells Fargo
5
Wells Fargo
California
$67.4M 1,449,562 -34,714 -2%
PCH
6
PGIM Custom Harvest
New Jersey
$64.6M 1,390,065 +1,390,065 New
LPL Financial
7
LPL Financial
California
$57.7M 1,241,068 +87,581 +8%
UBS Group
8
UBS Group
Switzerland
$52.1M 1,120,505 -131,724 -11%
Osaic Holdings
9
Osaic Holdings
Arizona
$41.2M 885,539 +54,157 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$34M 731,997 +7,386 +1%
Ameriprise
11
Ameriprise
Minnesota
$33.7M 724,012 -68,971 -9%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$33.7M 724,883 +183,845 +34%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$32.5M 700,004 -39,469 -5%
Goldman Sachs
14
Goldman Sachs
New York
$27.3M 586,363 -16,044 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$20.4M 438,259 -85,952 -16%
SFI
16
SPC Financial Inc
Maryland
$19.1M 410,534 -40,449 -9%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$15.9M 341,097 +334,912 +5,415%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$15.6M 335,343 +45,292 +16%
MML Investors Services
19
MML Investors Services
Massachusetts
$15.6M 335,324 +78,778 +31%
ASN
20
Advisory Services Network
Georgia
$15M 322,197 -5,834 -2%
PAS
21
Park Avenue Securities
New York
$14.6M 314,644 -35,208 -10%
KAS
22
Kestra Advisory Services
Texas
$14M 300,175 -21,531 -7%
BRCM
23
Bright Rock Capital Management
Massachusetts
$13.9M 300,000 – –
Stifel Financial
24
Stifel Financial
Missouri
$13.8M 297,613 +7,429 +3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$11.8M 254,844 +22,206 +10%
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