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iShares US Energy ETF
IYE

Overview Fund Activity

280 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 106 reducing their positions, and 35 closing their positions.

Holders
280
Holders Change
-15
Holders Change %
-5.08%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
80
Reduced
106
Closed
35
Calls
$732K
Puts
$74K
Net Calls
+$658K
Net Calls Change
-$95K

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$13.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$29M
3
WDL
3
Well Done LLC
Michigan
$1.66M
4
Wells Fargo
4
Wells Fargo
California
$47.2M
5
HH
5
Hilltop Holdings
Texas
$1.14M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
BA
2
Bellwether Advisors
Nebraska
$0
3
Bank of America
3
Bank of America
North Carolina
$64M
4
HF
4
HRT Financial
New York
$0
5
PCH
5
PGIM Custom Harvest
New Jersey
$65.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$91.5M 1,973,460 -55,759 -3%
PCH
2
PGIM Custom Harvest
New Jersey
$65.9M 1,421,832 -61,263 -4%
Bank of America
3
Bank of America
North Carolina
$64M 1,381,859 -77,749 -5%
Wells Fargo
4
Wells Fargo
California
$47.2M 1,018,236 +28,821 +3%
Goldman Sachs
5
Goldman Sachs
New York
$29M 625,053 +42,279 +7%
UBS Group
6
UBS Group
Switzerland
$28.3M 609,820 -9,661 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.9M 471,572 +1,048 +0.2%
LPL Financial
8
LPL Financial
California
$19.4M 418,965 -174,302 -29%
BRCM
9
Bright Rock Capital Management
Massachusetts
$13.9M 300,000 – –
FWCM
10
Ferguson Wellman Capital Management
Oregon
$13.5M 292,319 +284,932 +3,857%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$12.7M 273,453 +15,059 +6%
CAG
12
Crestwood Advisors Group
Massachusetts
$10.9M 234,637 -7,589 -3%
Ameriprise
13
Ameriprise
Minnesota
$9.22M 198,921 +1,862 +0.9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.84M 169,167 -5,800 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.79M 168,037 -5,872 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$7.75M 167,231 -1,442 -0.9%
Mariner
17
Mariner
Kansas
$7.41M 159,964 +2,371 +2%
ANTB
18
AMG National Trust Bank
Colorado
$6.8M 146,733 +3,946 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.58M 141,950 -2,743 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.51M 140,508 -13,060 -9%
SMFG
21
Sumitomo Mitsui Financial Group
Japan
$4.33M 93,443 -13,208 -12%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$3.53M 74,627 -6,755 -8%
RJA
23
Raymond James & Associates
Florida
$3.36M 72,497 -9,608 -12%
BlackRock
24
BlackRock
New York
$3.04M 65,644 +1,502 +2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.79M 60,150 +486 +0.8%
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