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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
RFA
276
Register Financial Advisors
Georgia
$24.1K
QT
277
Quantbot Technologies
New York
$23.9K +$25.6K +423 New
NB
278
NBT Bank
New York
$21.1K -$28.3K -467 -56%
AssetMark Inc
279
AssetMark Inc
California
$20.6K +$6.06K +100 +38%
SWP
280
Strategic Wealth Partners
Ohio
$17.5K
NSIM
281
North Star Investment Management
Illinois
$17K
PWA
282
Physician Wealth Advisors
Utah
$16.8K +$61 +1 +0.3%
NRC
283
New Republic Capital
North Carolina
$16.6K
AUB
284
Atlantic Union Bankshares
Virginia
$14.7K -$24.3K -400 -61%
HFS
285
Hantz Financial Services
Michigan
$14K
TFGT
286
TS Financial Group (TSFG)
Illinois
$13K
CI
287
CX Institutional
Indiana
$13K +$61 +1 +0.4%
IBOK
288
Independence Bank of Kentucky
Kentucky
$12.9K -$3.94K -65 -22%
VR
289
Vision Retirement
New Jersey
$12.4K
National Bank of Canada
290
National Bank of Canada
Quebec, Canada
$11.9K
GI
291
GAMMA Investing
California
$11.8K
VWM
292
Vermillion Wealth Management
Minnesota
$11.6K +$61 +1 +0.5%
WT
293
Whittier Trust
California
$11.3K
BCWM
294
Bartlett & Co Wealth Management
Ohio
$11.3K
GEA
295
Glen Eagle Advisors
New Jersey
$11.3K +$6.67K +110 +122%
GFA
296
Godfrey Financial Associates
New York
$11.1K
RRMM
297
Regatta Research & Money Management
Louisiana
$10.5K +$11.2K +185 New
SIC
298
Salem Investment Counselors
North Carolina
$8.49K
FCMT
299
Founders Capital Management (Texas)
Texas
$8.13K +$61 +1 +0.7%
VWM
300
Valley Wealth Managers
New Jersey
$7.87K -$1.46K -24 -15%

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.