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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
BRCM
26
Bright Rock Capital Management
Massachusetts
$5.66M -$12.1M -200,000 -67%
UFF
27
USA Financial Formulas
Michigan
$5.58M +$5.98M +98,658 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.43M -$406K -6,698 -7%
JP Morgan Chase
29
JP Morgan Chase
New York
$4.91M -$5.65M -93,145 -52%
BS
30
Banco Santander
Spain
$4.87M -$6.63M -109,319 -56%
NA
31
NewEdge Advisors
Louisiana
$4.29M +$208K +3,428 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$4.18M -$10.5M -173,166 -70%
ZIG
33
Zurich Insurance Group
Switzerland
$4.06M
Truist Financial
34
Truist Financial
North Carolina
$3.82M +$2.16M +35,569 +112%
KAS
35
Kestra Advisory Services
Texas
$3.59M -$289K -4,765 -7%
SMFG
36
Sumitomo Mitsui Financial Group
Japan
$3.21M -$178K -2,938 -5%
JWCA
37
J.W. Cole Advisors
Florida
$3.18M +$3.41M +56,210 New
BlackRock
38
BlackRock
New York
$3.1M +$1.23M +20,297 +59%
AGAM
39
AK Global Asset Management
California
$3.08M +$18.8K +310 +2%
AP
40
Advisortrust Partners
North Carolina
$3.05M +$3.27M +53,884 New
GBFG
41
Gerald Baker Financial Group
Texas
$3.03M -$55.6K -917 -2%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$3.02M +$3.23M +53,335 New
HH
43
Hilltop Holdings
Texas
$3.01M +$128K +2,116 +4%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2.8M -$4.63M -76,402 -61%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$2.77M -$7.51M -123,904 -72%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$2.76M +$2.6M +42,823 +720%
AFG
47
Artesa Financial Group
Texas
$2.73M +$14.7K +243 +0.5%
BIA
48
Biondo Investment Advisors
Pennsylvania
$2.67M +$67K +1,105 +2%
CV
49
Counterweight Ventures
North Carolina
$2.6M -$27.2K -449 -1%
FAM
50
Forte Asset Management
New York
$2.59M -$1.18M -19,417 -30%

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.