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iShares US Energy ETF
IYE

Overview Fund Activity

302 hedge funds and large institutions have $656M invested in iShares US Energy ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 81 reducing their positions, and 21 closing their positions.

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
49
Increased
92
Reduced
81
Closed
21
Calls
$424K
Puts
$50K
Net Calls
+$374K
Net Calls Change
-$284K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$41.7M
2
Raymond James Financial
2
Raymond James Financial
Florida
$10.2M
3
LPL Financial
3
LPL Financial
California
$29.3M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$10.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.43M
4
BlackRock
4
BlackRock
New York
$64.5K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$96.1M 2,107,963 +134,503 +7%
PCH
2
PGIM Custom Harvest
New Jersey
$66.2M 1,453,605 +31,773 +2%
Bank of America
3
Bank of America
North Carolina
$56.4M 1,237,799 -144,060 -10%
Wells Fargo
4
Wells Fargo
California
$47.9M 1,050,136 +31,900 +3%
UBS Group
5
UBS Group
Switzerland
$41.7M 915,777 +305,957 +50%
LPL Financial
6
LPL Financial
California
$29.3M 642,481 +223,516 +53%
Goldman Sachs
7
Goldman Sachs
New York
$28.4M 622,662 -2,391 -0.4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$20.7M 454,722 +181,269 +66%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16M 350,229 -121,343 -26%
BRCM
10
Bright Rock Capital Management
Massachusetts
$13.7M 300,000 – –
Ameriprise
11
Ameriprise
Minnesota
$13.4M 293,672 +94,751 +48%
FWCM
12
Ferguson Wellman Capital Management
Oregon
$11.2M 245,518 -46,801 -16%
MML Investors Services
13
MML Investors Services
Massachusetts
$10.9M 240,013 +186,465 +348%
CAG
14
Crestwood Advisors Group
Massachusetts
$10.3M 225,756 -8,881 -4%
Raymond James Financial
15
Raymond James Financial
Florida
$10.2M 223,922 +223,922 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$7.81M 171,355 +4,124 +2%
Mariner
17
Mariner
Kansas
$7.2M 157,945 -2,019 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.72M 147,492 +5,542 +4%
ANTB
19
AMG National Trust Bank
Colorado
$6.34M 140,958 -5,775 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.79M 104,949 -35,559 -25%
SMFG
21
Sumitomo Mitsui Financial Group
Japan
$3.92M 86,112 -7,331 -8%
HH
22
Hilltop Holdings
Texas
$3.46M 76,022 +51,415 +209%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$3.42M 75,076 +449 +0.6%
KCM
24
KM Capital Management
Texas
$3.02M 66,210 +27,501 +71%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.63M 57,608 -2,542 -4%
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