iShares US Energy ETF
297 hedge funds and large institutions have $683M invested in iShares US Energy ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 96 reducing their positions, and 39 closing their positions.
755% more call options, than puts
Call options by funds: $419K | Put options by funds: $49K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4% more capital invested
Capital invested by funds: $657M → $683M (+$25.7M)
0% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 39
0.94% less ownership
Funds ownership: 52.65% → 51.71% (-0.94%)
2% less funds holding
Funds holding: 304 → 297 (-7)
16% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.98M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.86M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.2M |
| 4 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$1.59M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$12M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$11.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.14M |
| 4 |
KCM
KM Capital Management
Austin,
Texas
|
-$3.02M |
| 5 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$2.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
326
Avior Wealth Management
Omaha,
Nebraska
| – | -$129K | -2,823 | Closed |
|
|
HT
327
Headlands Technologies
Chicago,
Illinois
| – | -$99.7K | -2,188 | Closed |
|
|
BBHC
328
Brown Brothers Harriman & Co
New York
| – | -$59.3K | -1,301 | Closed |
|
|
JWA
329
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$30.2K | -663 | Closed |
|
|
SFSG
330
Sound Financial Strategies Group
Madison,
Mississippi
| – | -$18.4K | -404 | Closed |
|
|
DCM
331
Davis Capital Management
Jacksonville,
Florida
| – | -$10.5K | -230 | Closed |
|
332
Simplex Trading
Chicago,
Illinois
| – | -$4K | -100 | Closed |
|
|
GWSG
333
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$3.87K | -85 | Closed |
|
|
CAS
334
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.73K | -83 | Closed |
|
|
NWWA
335
New Wave Wealth Advisors
Springdale,
Arkansas
| – | -$2.73K | -60 | Closed |
|
|
GM
336
GeoWealth Management
Chicago,
Illinois
| – | -$2.14K | -47 | Closed |
|
|
NP
337
NorthRock Partners
Minneapolis,
Minnesota
| – | -$1.5K | -33 | Closed |
|
IYE Hedge Fund Activity: Q1 2025 in Review
297 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q1 2025, worth a combined $683M — up 3.9% from $657M a quarter earlier.
Fund positioning in IYE was balanced in Q1 2025: 39 funds opened new positions, 39 closed out, 81 added to existing stakes and 96 trimmed.
The largest buyer was Ameriprise, adding an estimated $4.98M. The largest seller was JP Morgan Chase, cutting an estimated $12M.
- 297 institutional investors held iShares US Energy ETF (IYE) as of Q1 2025, down from 304 in Q4 2024.
- Funds reported $683M of iShares US Energy ETF stock for Q1 2025, up 3.9% quarter-over-quarter.
- 39 funds opened new iShares US Energy ETF positions in Q1 2025 and 39 closed out, a net change of 0 holders.
- The largest iShares US Energy ETF buyer in Q1 2025 was Ameriprise, an estimated $4.98M added.
- The largest iShares US Energy ETF seller in Q1 2025 was JP Morgan Chase, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2025.