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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
KFP
326
Kroeger Financial Partners
California
$57 +$61 +1 New
QC
327
Quadrature Capital
United Kingdom
-$20.1M -310,964 Closed
RAS
328
RPS Advisory Solutions
Kentucky
-$8.68M -133,941 Closed
WAM
329
WealthCare Asset Management
Missouri
-$8.41M -129,812 Closed
Renaissance Technologies
330
Renaissance Technologies
New York
-$4.77M -73,700 Closed
VA
331
VestGen Advisors
Illinois
-$3.46M -56,629 Closed
SF
332
Symphony Financial
Texas
-$2.6M -39,384 Closed
SCA
333
Southern Capital Advisors
Tennessee
-$2.21M -34,082 Closed
AR
334
Apeiron RIA
Texas
-$1.78M -27,469 Closed
XT
335
XTX Topco
Cayman Islands
-$1.27M -19,552 Closed
IA
336
Integrity Alliance
Iowa
-$1.08M -16,717 Closed
HAM
337
Harmony Asset Management
Arizona
-$1.07M -16,509 Closed
PA
338
PFG Advisors
Arizona
-$761K -11,757 Closed
VCM
339
Vivaldi Capital Management
Illinois
-$581K -8,974 Closed
Balyasny Asset Management
340
Balyasny Asset Management
Illinois
-$566K -8,734 Closed
LAM
341
Lifestyle Asset Management
Texas
-$541K -8,360 Closed
AI
342
Atria Investments
North Carolina
-$423K -6,525 Closed
EW
343
Evoke Wealth
California
-$373K -5,762 Closed
AC
344
Allstate Corporation
Illinois
-$361K -5,567 Closed
DADC
345
D.A. Davidson & Co
Montana
-$341K -5,268 Closed
CIA
346
Concurrent Investment Advisors
Florida
-$328K -5,068 Closed
YIH
347
Y-Intercept (HK)
Hong Kong
-$309K -4,778 Closed
Fisher Asset Management
348
Fisher Asset Management
Washington
-$309K -4,774 Closed
IAA
349
Independent Advisor Alliance
North Carolina
-$292K -4,502 Closed
HFP
350
Holistic Financial Partners
Indiana
-$250K -3,867 Closed

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.