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iShares US Energy ETF
IYE

274 hedge funds and large institutions have $634M invested in iShares US Energy ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.8% more ownership

Funds ownership: 51.71% → 54.51% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $683M → $634M (-$48.9M)

8% less funds holding

Funds holding: 297 → 274 (-23)

30% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 102

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
71
Reduced
102
Closed
45
Calls
$366K
Puts
–
Net Calls
+$366K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$13.3M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.69M
3
BS
Banco Santander
Spain
+$8.6M
4
ZIG
Zurich Insurance Group
Switzerland
+$3.51M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$10.7M
2
Morgan Stanley
Morgan Stanley
New York
-$4.99M
3
Wells Fargo
Wells Fargo
California
-$3.86M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.21M
5
Jane Street
Jane Street
New York
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMFG
26
Sumitomo Mitsui Financial Group
Japan
$3.74M +$63K +1,426 +2%
ZIG
27
Zurich Insurance Group
Switzerland
$3.65M +$3.51M +79,500 New
Jones Financial Companies
28
Jones Financial Companies
Missouri
$3.26M +$491K +11,108 +18%
Corient Private Wealth
29
Corient Private Wealth
Florida
$3.09M +$2.13M +48,308 +242%
Citadel Advisors
30
Citadel Advisors
Florida
$3.01M +$1.7M +38,550 +137%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$2.98M -$55.3K -1,251 -2%
FAM
32
Forte Asset Management
New York
$2.83M +$2.76M +62,485 New
Stifel Financial
33
Stifel Financial
Missouri
$2.75M -$428K -9,693 -14%
PFS
34
Prospera Financial Services
Texas
$2.71M +$73.2K +1,657 +3%
JWCA
35
J.W. Cole Advisors
Florida
$2.44M +$1.7M +38,553 +250%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$2.43M +$264K +5,981 +13%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.13M -$334K -7,561 -14%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.1M -$220K -4,987 -10%
AWE
39
Avidian Wealth Enterprises
Texas
$2.06M -$438K -9,918 -18%
WA
40
Wealthstar Advisors
Texas
$2.03M +$129K +2,926 +7%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$2.01M +$133K +3,007 +7%
SF
42
Synovus Financial
Georgia
$1.99M +$6.72K +152 +0.3%
BIA
43
Biondo Investment Advisors
Pennsylvania
$1.83M +$116K +2,627 +7%
NA
44
NewEdge Advisors
Louisiana
$1.81M -$499K -11,289 -22%
SPIA
45
Steward Partners Investment Advisory
New York
$1.81M -$409K -9,254 -19%
SS
46
Sunbelt Securities
Texas
$1.79M -$43K -974 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.76M -$58.9K -1,332 -3%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.72M +$728K +16,466 +76%
FCFC
49
First Citizens Financial Corp
Iowa
$1.68M -$391K -8,845 -19%
WC
50
Waterloo Capital
Texas
$1.67M +$10.3K +232 +0.6%
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IYE Hedge Fund Activity: Q2 2025 in Review

274 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q2 2025, worth a combined $634M — down 7.2% from $683M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IYE and 26 opened new positions — a net loss of 19 holders — while 102 trimmed existing stakes and 71 added.

The largest buyer was Goldman Sachs, adding an estimated $13.3M. The largest seller was UBS Group, cutting an estimated $10.7M.

  • 274 institutional investors held iShares US Energy ETF (IYE) as of Q2 2025, down from 297 in Q1 2025.
  • Funds reported $634M of iShares US Energy ETF stock for Q2 2025, down 7.2% quarter-over-quarter.
  • 26 funds opened new iShares US Energy ETF positions in Q2 2025 and 45 closed out, a net change of -19 holders.
  • The largest iShares US Energy ETF buyer in Q2 2025 was Goldman Sachs, an estimated $13.3M added.
  • The largest iShares US Energy ETF seller in Q2 2025 was UBS Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2025.