IYE icon

iShares US Energy ETF

306 hedge funds and large institutions have $663M invested in iShares US Energy ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 139 reducing their positions, and 52 closing their positions.

Holders
306
Holders Change
-31
Holders Change %
-9.2%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
23
Increased
61
Reduced
139
Closed
52
Calls
$1.43M
Puts
$613K
Net Calls
+$814K
Net Calls Change
+$105K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$98.1M 2,290,657 +3,295 +0.1%
PCH
2
PGIM Custom Harvest
New Jersey
$62.3M 1,453,359 -10,559 -0.7%
Bank of America
3
Bank of America
North Carolina
$59.8M 1,396,020 -462,334 -25%
Wells Fargo
4
Wells Fargo
California
$42.8M 998,249 -217,927 -18%
UBS Group
5
UBS Group
Switzerland
$29M 676,529 -516,674 -43%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.6M 574,796 -155,610 -21%
Goldman Sachs
7
Goldman Sachs
New York
$24M 561,178 -55,840 -9%
LPL Financial
8
LPL Financial
California
$19.4M 452,914 -38,799 -8%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$13.5M 315,367 +24,571 +8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.9M 302,037 -82,664 -21%
BRCM
11
Bright Rock Capital Management
Massachusetts
$12.9M 300,000
TA
12
Townsend & Associates
Colorado
$12.8M 281,423 +149,856 +114%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.7M 273,868 -148,163 -35%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.83M 229,403 -169,005 -42%
Jane Street
15
Jane Street
New York
$8.76M 204,478 +93,974 +85%
Ameriprise
16
Ameriprise
Minnesota
$8.24M 192,481 -249,703 -56%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.73M 157,138 -2,327 -1%
CAN
18
Cetera Advisor Networks
California
$6.66M 155,359 -102,913 -40%
Mariner
19
Mariner
Kansas
$6.04M 140,966 +4,290 +3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$5.75M 134,182 -58,279 -30%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.74M 133,949 +13,361 +11%
RJA
22
Raymond James & Associates
Florida
$5.33M 124,496 -5,512 -4%
EE
23
EWG Elevate
California
$5.27M 123,090 +123,090 New
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.89M 114,084 -10,607 -9%
SMFG
25
Sumitomo Mitsui Financial Group
Japan
$4.88M 114,021 -15,216 -12%