IYE icon

iShares US Energy ETF

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

41% less capital invested

Capital invested by funds: $1.44B → $849M (-$589M)

58% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 164

60% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 82

Holders
337
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.28M
Puts
$573K
Net Calls
Net Calls Change

Top Buyers

1 +$4.83M
2 +$3.79M
3 +$3.23M
4
UBS Group
UBS Group
Switzerland
+$3.18M
5
AWE
Avidian Wealth Enterprises
Texas
+$2.63M

Top Sellers

1 -$113M
2 -$67.2M
3 -$33.6M
4
LPL Financial
LPL Financial
California
-$32.8M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$100M
2
$81.3M
3
$64M
4
$53.2M
5
$52.2M
6
$32M
7
$27M
8
$21.5M
9
$19.4M
10
$18.5M
11
$17.9M
12
$17.4M
13
$16.8M
14
$13.2M
15
$13.1M
16
$12.7M
17
$11.9M
18
$11.3M
19
$9.19M
20
$9.09M
21
$8.42M
22
$7.41M
23
$7.4M
24
$6.26M
25
$5.98M