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iShares US Energy ETF
IYE

Overview Fund Activity

307 hedge funds and large institutions have $703M invested in iShares US Energy ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 123 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
37
Increased
75
Reduced
123
Closed
34
Calls
$1.86M
Puts
$143K
Net Calls
+$1.72M
Net Calls Change
+$1.46M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.48M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$30.3M
4
WI
4
Wintrust Investments
Illinois
$2.81M
5
Ameriprise
5
Ameriprise
Minnesota
$11.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.2M
3
PFS
3
Prospera Financial Services
Texas
$1.68M
4
RJA
4
Raymond James & Associates
Florida
$4.14M
5
FGAM
5
Financial Gravity Asset Management
Texas
$55.9K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M 2,045,384 -2,241,032 -52%
Bank of America
2
Bank of America
North Carolina
$72.2M 1,461,615 +45,074 +3%
PCH
3
PGIM Custom Harvest
New Jersey
$71.4M 1,445,860 -11,708 -0.8%
Wells Fargo
4
Wells Fargo
California
$48.7M 985,217 +44,951 +5%
Goldman Sachs
5
Goldman Sachs
New York
$30.3M 613,986 +88,677 +17%
UBS Group
6
UBS Group
Switzerland
$29.5M 596,655 -19,029 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$24.1M 487,859 +9,411 +2%
LPL Financial
8
LPL Financial
California
$20.5M 415,494 +12,829 +3%
BRCM
9
Bright Rock Capital Management
Massachusetts
$14.8M 300,000 – –
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$14.2M 288,048 -223,094 -44%
CAG
11
Crestwood Advisors Group
Massachusetts
$12.1M 244,799 -7,878 -3%
Ameriprise
12
Ameriprise
Minnesota
$11.1M 223,783 +53,600 +31%
Osaic Holdings
13
Osaic Holdings
Arizona
$9.22M 186,489 -41,381 -18%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.99M 181,974 -43,932 -19%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$8.48M 171,614 +152,513 +798%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.45M 171,146 -35,160 -17%
Mariner
17
Mariner
Kansas
$7.63M 154,364 +7,329 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.12M 144,026 -19,207 -12%
ANTB
19
AMG National Trust Bank
Colorado
$6.89M 139,380 +10,042 +8%
CAN
20
Cetera Advisor Networks
California
$6.75M 136,634 -3,309 -2%
BA
21
Bellwether Advisors
Nebraska
$5.31M 107,392 -7,994 -7%
SMFG
22
Sumitomo Mitsui Financial Group
Japan
$5.15M 104,176 -6,989 -6%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$5.12M 103,556 +97,134 +1,513%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.47M 90,496 +6,871 +8%
RJA
25
Raymond James & Associates
Florida
$4.14M 83,850 -51,752 -38%
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