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Cliff Asness’s iShares US Energy ETF IYE Stock Holding History

Cliff Asness’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
2026
Q2 		$375K Buy
6,633
+897
+16% +$54.4K ﹤0.01% 3519
2026
Q1 		$371K Buy
5,736
+1,360
+31% +$77.1K ﹤0.01% 3296
2025
Q4 		$208K Hold
4,376
– – ﹤0.01% 3350
2025
Q3 		$208K Buy
+4,376
New +$204K ﹤0.01% 3245

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

Cliff Asness's IYE Position: Q2 2026 in Review

Cliff Asness increased its iShares US Energy ETF (IYE) stake by 16% in Q2 2026, buying an estimated $54.4K and bringing the position to 6,633 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #3519.

Cliff Asness first reported a position in IYE in Q3 2025 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Cliff Asness held 6,633 shares of iShares US Energy ETF worth $375K as of Q2 2026.
  • Cliff Asness bought 897 iShares US Energy ETF shares in Q2 2026, an estimated $54.4K.
  • iShares US Energy ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3519 holding.
  • Cliff Asness first reported a position in iShares US Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.