iShares US Energy ETF
297 hedge funds and large institutions have $674M invested in iShares US Energy ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 104 reducing their positions, and 32 closing their positions.
1,298% more call options, than puts
Call options by funds: $811K | Put options by funds: $58K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.74% less ownership
Funds ownership: 51.85% → 51.11% (-0.74%)
4% less capital invested
Capital invested by funds: $703M → $674M (-$28.7M)
4% less funds holding
Funds holding: 308 → 297 (-11)
11% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 104
16% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.68M |
| 2 |
HF
HRT Financial
New York
|
+$3M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$1.82M |
| 4 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$1.3M |
| 5 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$5.12M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.64M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.61M |
| 4 |
Renaissance Technologies
New York
|
-$1.57M |
| 5 |
Goldman Sachs
New York
|
-$1.52M |
IYE Hedge Fund Activity: Q2 2024 in Review
297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q2 2024, worth a combined $674M — down 4.1% from $703M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of IYE and 27 opened new positions — a net loss of 5 holders — while 104 trimmed existing stakes and 93 added.
The largest buyer was LPL Financial, adding an estimated $8.68M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $5.12M sold.
- 297 institutional investors held iShares US Energy ETF (IYE) as of Q2 2024, down from 308 in Q1 2024.
- Funds reported $674M of iShares US Energy ETF stock for Q2 2024, down 4.1% quarter-over-quarter.
- 27 funds opened new iShares US Energy ETF positions in Q2 2024 and 32 closed out, a net change of -5 holders.
- The largest iShares US Energy ETF buyer in Q2 2024 was LPL Financial, an estimated $8.68M added.
- The largest iShares US Energy ETF seller in Q2 2024 was D.E. Shaw & Co, an estimated $5.12M sold.
Based on aggregated 13F filings for Q2 2024.