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iShares US Energy ETF

325 hedge funds and large institutions have $813M invested in iShares US Energy ETF in 2026 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 97 increasing their positions, 99 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

2% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 99

2% less funds holding

Funds holding: 332325 (-7)

6.64% less ownership

Funds ownership: 59.25%52.61% (-6.6%)

21% less capital invested

Capital invested by funds: $1.02B → $813M (-$210M)

Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
3.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
43
Increased
97
Reduced
99
Closed
42
Calls
$402K
Puts
Net Calls
+$402K
Net Calls Change
-$362K
Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
251
Atlantic Edge Private Wealth Management
Florida
$64.5K
TCM
252
Triumph Capital Management
Colorado
$63.7K -$243 -4 -0.4%
S
253
SignatureFD
Georgia
$62.2K
LFG
254
Larson Financial Group
Missouri
$61.5K +$182 +3 +0.3%
PAG
255
Paladin Advisory Group
Iowa
$58K
CAN
256
Capital Advisor Network
Indiana
$56.4K +$60.4K +997 New
BW
257
Bravera Wealth
North Dakota
$52.7K -$2.24K -37 -4%
CA
258
Clearstead Advisors
Ohio
$49K +$303 +5 +0.6%
HWA
259
HHM Wealth Advisors
Tennessee
$48K
UBS AM
260
UBS AM
Illinois
$47K -$21.3K -351 -30%
GWS
261
Greykasell Wealth Strategies
California
$39.1K
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$36.2K -$45.4K -749 -54%
CSC
263
Caldwell Sutter Capital
California
$30.3K
IA
264
IFG Advisory
Georgia
$29.8K +$32K +527 New
Franklin Resources
265
Franklin Resources
California
$29.1K +$31.2K +515 New
FMP
266
Financial Management Professionals
Texas
$28.6K
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.3K -$30.3K -500 -50%
FFA
268
Founders Financial Alliance
North Carolina
$28.3K
TWC
269
TD Waterhouse Canada
Ontario, Canada
$28.2K
LI
270
LRI Investments
Florida
$27.2K
RWM
271
RMG Wealth Management
Wisconsin
$27.1K
NEWAS
272
N.E.W. Advisory Services
Wisconsin
$26.9K -$48.5K -800 -63%
SAM
273
Smartleaf Asset Management
Massachusetts
$26.7K
PFM
274
Phillips Financial Management
Indiana
$25.9K
AG
275
AmeriFlex Group
Nevada
$24.4K

IYE Hedge Fund Activity: Q2 2026 in Review

325 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q2 2026, worth a combined $813M — down 21% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IYE positions and 42 closed out — a net gain of 1 holder — while 97 added to existing stakes and 99 trimmed.

The largest buyer was Three Seasons Wealth, adding an estimated $16.6M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $48.5M.

  • 325 institutional investors held iShares US Energy ETF (IYE) as of Q2 2026, down from 332 in Q1 2026.
  • Funds reported $813M of iShares US Energy ETF stock for Q2 2026, down 21% quarter-over-quarter.
  • 43 funds opened new iShares US Energy ETF positions in Q2 2026 and 42 closed out, a net change of +1 holder.
  • The largest iShares US Energy ETF buyer in Q2 2026 was Three Seasons Wealth, an estimated $16.6M added.
  • The largest iShares US Energy ETF seller in Q2 2026 was BNP Paribas Financial Markets, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2026.