Citadel Advisors
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Citadel Advisors’s iShares US Energy ETF IYE Stock Holding History

Citadel Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000
Closed -$49.3K – 13814
2025
Q1 		$49.3K Sell
1,000
-100
-9% -$4.77K ﹤0.01% 12326
2024
Q4 		$50.1K Sell
1,100
-500
-31% -$24K ﹤0.01% 12387
2024
Q3 		$74.1K Buy
1,600
+400
+33% +$18.8K ﹤0.01% 11489
2024
Q2 		$57.6K Sell
1,200
-1,700
-59% -$83K ﹤0.01% 11600
2024
Q1 		$143K Sell
2,900
-10,200
-78% -$459K ﹤0.01% 10828
2023
Q4 		$578K Buy
13,100
+3,200
+32% +$144K ﹤0.01% 7771
2023
Q3 		$470K Sell
9,900
-4,400
-31% -$203K ﹤0.01% 8198
2023
Q2 		$613K Buy
14,300
+10,700
+297% +$458K ﹤0.01% 7490
2023
Q1 		$158K Sell
3,600
-25,500
-88% -$1.15M ﹤0.01% 10560
2022
Q4 		$1.35M Buy
+29,100
New +$1.36M ﹤0.01% 6236
2022
Q1 		– Sell
-6,700
Closed -$202K – 14092
2021
Q4 		$202K Buy
+6,700
New +$206K ﹤0.01% 11833
2020
Q1 		– Sell
-10,500
Closed -$337K – 9885
2019
Q4 		$337K Sell
10,500
-1,100
-9% -$34.8K ﹤0.01% 7417
2019
Q3 		$368K Buy
+11,600
New +$377K ﹤0.01% 7253
2018
Q4 		– Sell
-6,100
Closed -$256K – 9448
2018
Q3 		$256K Buy
6,100
+500
+9% +$20.7K ﹤0.01% 7833
2018
Q2 		$235K Buy
+5,600
New +$229K ﹤0.01% 7616
2017
Q1 		– Sell
-5,300
Closed -$220K – 7753
2016
Q4 		$220K Buy
+5,300
New +$211K ﹤0.01% 6167

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citadel Advisors's IYE Position: Q2 2026 in Review

Citadel Advisors opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 107,005 shares worth $6.06M. The stake represents ﹤0.01% of the portfolio and ranks #4403 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in IYE as recently as Q3 2025.

Citadel Advisors first reported a position in IYE in Q1 2014 and has held it in 45 quarters since. The position peaked at $6.98M in Q3 2021. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Citadel Advisors held 107,005 shares of iShares US Energy ETF worth $6.06M as of Q2 2026.
  • iShares US Energy ETF was a new Citadel Advisors position in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #4403 holding.
  • Citadel Advisors first reported a position in iShares US Energy ETF in Q1 2014 and has held it in 45 quarters since.
  • Citadel Advisors's iShares US Energy ETF position peaked at $6.98M in Q3 2021.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.