IYE icon

iShares US Energy ETF
IYE

Overview Fund Activity

311 hedge funds and large institutions have $741M invested in iShares US Energy ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 41 closing their positions.

Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
54
Increased
71
Reduced
114
Closed
41
Calls
$830K
Puts
$578K
Net Calls
+$252K
Net Calls Change
-$389K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.6M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$11.1M
4
PFS
4
Prospera Financial Services
Texas
$9.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.21M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$23.2M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$907K
4
BA
4
Bellwether Advisors
Nebraska
$5.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$189M 4,286,416 +1,984,125 +86%
PCH
2
PGIM Custom Harvest
New Jersey
$64.3M 1,457,568 +11,358 +0.8%
Bank of America
3
Bank of America
North Carolina
$62.5M 1,416,541 -675 -0%
Wells Fargo
4
Wells Fargo
California
$41.5M 940,266 -27,797 -3%
UBS Group
5
UBS Group
Switzerland
$27.2M 615,684 -38,514 -6%
Goldman Sachs
6
Goldman Sachs
New York
$23.2M 525,309 -98,694 -16%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$22.6M 511,142 +399,919 +360%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$21.1M 478,448 -7,308 -2%
LPL Financial
9
LPL Financial
California
$17.8M 402,665 -14,376 -3%
BRCM
10
Bright Rock Capital Management
Massachusetts
$13.2M 300,000 – –
CAG
11
Crestwood Advisors Group
Massachusetts
$11.1M 252,677 +252,677 New
Osaic Holdings
12
Osaic Holdings
Arizona
$10.1M 227,870 -144,969 -39%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$9.97M 225,906 -33,638 -13%
PFS
14
Prospera Financial Services
Texas
$9.35M 212,029 +179,258 +547%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.1M 206,306 +5,470 +3%
Ameriprise
16
Ameriprise
Minnesota
$7.51M 170,183 -4,064 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.2M 163,233 -6,769 -4%
Mariner
18
Mariner
Kansas
$6.49M 147,035 +360 +0.2%
CAN
19
Cetera Advisor Networks
California
$6.17M 139,943 -5,052 -3%
RJA
20
Raymond James & Associates
Florida
$5.98M 135,602 +801 +0.6%
ANTB
21
AMG National Trust Bank
Colorado
$5.71M 129,338 +9,375 +8%
BA
22
Bellwether Advisors
Nebraska
$5.09M 115,386 -77,933 -40%
SMFG
23
Sumitomo Mitsui Financial Group
Japan
$4.9M 111,165 +2,304 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$4.21M 95,512 +92,794 +3,414%
Stifel Financial
25
Stifel Financial
Missouri
$3.85M 87,307 -1,949 -2%
1
2 3 4 5