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iShares US Energy ETF
IYE

272 hedge funds and large institutions have $608M invested in iShares US Energy ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

1% less funds holding

Funds holding: 274 → 272 (-2)

4% less capital invested

Capital invested by funds: $634M → $608M (-$26.1M)

2.18% less ownership

Funds ownership: 54.51% → 52.33% (-2.2%)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
28
Increased
70
Reduced
98
Closed
23
Calls
$371K
Puts
–
Net Calls
+$371K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$2.73M
2
TRCT
Tower Research Capital (TRC)
New York
+$2.15M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.53M
4
BlackRock
BlackRock
New York
+$1.32M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$13.5M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.07M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.59M
4
Bank of America
Bank of America
North Carolina
-$7.58M
5
CAG
Crestwood Advisors Group
Massachusetts
-$6.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$3.54M +$370K +7,944 +12%
FAM
27
Forte Asset Management
New York
$2.97M +$838 +18 +0%
EF
28
Empowered Funds
Pennsylvania
$2.79M +$2.73M +58,672 New
JWCA
29
J.W. Cole Advisors
Florida
$2.66M +$97.2K +2,088 +4%
Corient Private Wealth
30
Corient Private Wealth
Florida
$2.62M -$614K -13,194 -19%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.45M +$208K +4,465 +9%
TRCT
32
Tower Research Capital (TRC)
New York
$2.19M +$2.15M +46,154 New
Stifel Financial
33
Stifel Financial
Missouri
$2.18M -$693K -14,894 -24%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.15M +$44.3K +951 +2%
AWE
35
Avidian Wealth Enterprises
Texas
$2.15M -$13.1K -282 -0.6%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.13M -$76.8K -1,650 -4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.12M -$430K -9,246 -17%
SF
38
Synovus Financial
Georgia
$2.11M +$18.8K +404 +0.9%
SPIA
39
Steward Partners Investment Advisory
New York
$2.05M +$143K +3,075 +8%
BIA
40
Biondo Investment Advisors
Pennsylvania
$2.02M +$100K +2,155 +5%
QCM
41
Quantinno Capital Management
New York
$1.94M +$270K +5,804 +17%
NA
42
NewEdge Advisors
Louisiana
$1.94M +$37.6K +807 +2%
WC
43
Waterloo Capital
Texas
$1.76M +$13.6K +292 +0.8%
PAG
44
Private Advisor Group
New Jersey
$1.76M +$546K +11,731 +46%
FCFC
45
First Citizens Financial Corp
Iowa
$1.75M -$19.7K -423 -1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.71M -$137K -2,952 -8%
CAG
47
Crestwood Advisors Group
Massachusetts
$1.7M -$6.65M -142,927 -80%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.62M +$27.8K +598 +2%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.56M +$1.53M +32,877 New
D
50
Dentgroup
Louisiana
$1.51M -$54.3K -1,167 -4%
1
2
3 4 5

IYE Hedge Fund Activity: Q3 2025 in Review

272 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q3 2025, worth a combined $608M — down 4.1% from $634M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYE positions and 23 closed out — a net gain of 5 holders — while 70 added to existing stakes and 98 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $2.73M. The largest seller was Goldman Sachs, cutting an estimated $13.5M.

  • 272 institutional investors held iShares US Energy ETF (IYE) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $608M of iShares US Energy ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 28 funds opened new iShares US Energy ETF positions in Q3 2025 and 23 closed out, a net change of +5 holders.
  • The largest iShares US Energy ETF buyer in Q3 2025 was Empowered Funds, an estimated $2.73M added.
  • The largest iShares US Energy ETF seller in Q3 2025 was Goldman Sachs, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2025.