IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

337 hedge funds and large institutions have $849M invested in iShares US Energy ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 164 reducing their positions, and 82 closing their positions.

Holders
337
Holders Change
-59
Holders Change %
-14.9%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
69
Reduced
164
Closed
82
Calls
$1.28M
Puts
$573K
Net Calls
+$709K
Net Calls Change
+$1.04M

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.83M
2
CAN
2
Cetera Advisor Networks
California
$11.3M
3
PCH
3
PGIM Custom Harvest
New Jersey
$64M
4
UBS Group
4
UBS Group
Switzerland
$52.2M
5
AWE
5
Avidian Wealth Enterprises
Texas
$2.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M
2
BlackRock
2
BlackRock
New York
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$100M 2,287,362 -767,334 -25%
Bank of America
2
Bank of America
North Carolina
$81.3M 1,858,354 -309,638 -14%
PCH
3
PGIM Custom Harvest
New Jersey
$64M 1,463,918 +73,853 +5%
Wells Fargo
4
Wells Fargo
California
$53.2M 1,216,176 -233,386 -16%
UBS Group
5
UBS Group
Switzerland
$52.2M 1,193,203 +72,698 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$32M 730,406 -1,591 -0.2%
Goldman Sachs
7
Goldman Sachs
New York
$27M 617,018 +30,655 +5%
LPL Financial
8
LPL Financial
California
$21.5M 491,713 -749,355 -60%
Ameriprise
9
Ameriprise
Minnesota
$19.4M 442,184 -281,828 -39%
Osaic Holdings
10
Osaic Holdings
Arizona
$18.5M 422,031 -463,508 -52%
SFI
11
SPC Financial Inc
Maryland
$17.9M 408,413 -2,121 -0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.4M 398,408 -2,585,079 -87%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$16.8M 384,701 -53,558 -12%
ASN
14
Advisory Services Network
Georgia
$13.2M 301,868 -20,329 -6%
BRCM
15
Bright Rock Capital Management
Massachusetts
$13.1M 300,000 – –
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$12.7M 290,796 +35,952 +14%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$11.9M 271,106 -453,777 -63%
CAN
18
Cetera Advisor Networks
California
$11.3M 258,272 +86,736 +51%
PFS
19
Prospera Financial Services
Texas
$9.19M 209,996 +4,335 +2%
Stifel Financial
20
Stifel Financial
Missouri
$9.09M 207,681 -89,932 -30%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$8.42M 192,461 -142,882 -43%
KAS
22
Kestra Advisory Services
Texas
$7.41M 169,344 -130,831 -44%
OWA
23
Outlook Wealth Advisors
Texas
$7.4M 169,197 +2,300 +1%
MML Investors Services
24
MML Investors Services
Massachusetts
$6.26M 143,177 -192,147 -57%
Mariner
25
Mariner
Kansas
$5.98M 136,676 -7,474 -5%
1
2 3 4 5