We are live on ! Find out more
IYE icon

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
VCM
301
Versant Capital Management
Arizona
$7.25K +$61 +1 +0.8%
SC
302
SouthState Corp
Florida
$6.51K
SIM
303
Synergy Investment Management
Florida
$6K
AAG
304
Armstrong Advisory Group
Massachusetts
$5.86K -$909 -15 -13%
MFS
305
Montgomery Financial Services
Maryland
$5.81K +$6.25K +103 New
AWM
306
Aberdeen Wealth Management
Illinois
$5.66K -$4.55K -75 -43%
CICI
307
Capital Investment Counsel Inc
North Carolina
$5.66K +$6.06K +100 New
FGC
308
Financial Gravity Companies
Texas
$5.49K +$5.88K +97 New
MHIP
309
Mountain Hill Investment Partners
New Jersey
$5.13K +$61 +1 +1%
Russell Investments Group
310
Russell Investments Group
United Kingdom
$4.75K -$1.15K -19 -18%
SEP
311
Signature Equity Partners
Ohio
$4.53K -$16.8K -277 -78%
MDA
312
Minot DeBlois Advisors
Massachusetts
$4.07K
GWM
313
Gilpin Wealth Management
Colorado
$3.9K
FB
314
First Bancorp
Maine
$3.73K +$4K +66 New
EWA
315
EverSource Wealth Advisors
Alabama
$3.4K -$2.18K -36 -38%
MAS
316
MPWM Advisory Solutions
Georgia
$1.13K
PTC
317
Private Trust Company
Ohio
$1.13K
VNA
318
Valley National Advisers
Pennsylvania
$963
CWP
319
Concord Wealth Partners
Virginia
$962 +$1.03K +17 New
RWS
320
Retirement Wealth Solutions
Wisconsin
$823
MWA
321
Medallion Wealth Advisors
Connecticut
$736
BCV
322
Banque Cantonale Vaudoise
Switzerland
$283 -$303K -5,000 -50%
AA
323
Ancora Advisors
Ohio
$283
TRCT
324
Tower Research Capital (TRC)
New York
$283 +$303 +5 New
Aristotle Capital Management
325
Aristotle Capital Management
California
$244 +$243 +4 New

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.