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iShares US Energy ETF
IYE

Overview Fund Activity

266 hedge funds and large institutions have $630M invested in iShares US Energy ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 98 reducing their positions, and 45 closing their positions.

Holders
266
Holders Change
-28
Holders Change %
-9.52%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
69
Reduced
98
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$41.7M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$9.84M
3
BS
3
Banco Santander
Spain
$8.8M
4
ZIG
4
Zurich Insurance Group
Switzerland
$3.65M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.58M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$90.5M
3
Wells Fargo
3
Wells Fargo
California
$43.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.12M
5
CAG
5
Crestwood Advisors Group
Massachusetts
$8.08M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.51M 33,408 -2,051 -6%
D
52
Dentgroup
Louisiana
$1.49M 32,910 -1,964 -6%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$1.41M 31,228 -1,777 -5%
IWM
54
IHT Wealth Management
Illinois
$1.39M 30,635 -96 -0.3%
FWMM
55
Foundation Wealth Management (Missouri)
Missouri
$1.33M 29,433 +4,779 +19%
HNB
56
Huntington National Bank
Ohio
– – – –
Creative Planning
57
Creative Planning
Kansas
$1.27M 27,981 +627 +2%
BA
58
Ballew Advisors
Mississippi
$1.26M 27,242 +140 +0.5%
QC
59
Quadrature Capital
United Kingdom
$1.16M 25,562 -13,555 -35%
PAG
60
Private Advisor Group
New Jersey
$1.14M 25,250 -9,385 -27%
WTC
61
WhitTier Trust Company
Nevada
$1.12M 24,714 – –
CAGAS
62
Capital Advisory Group Advisory Services
Minnesota
$1.11M 24,640 -23,414 -49%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.11M 23,906 +1,242 +5%
MA
64
Mutual Advisors
Nebraska
$1.09M 23,597 +1,070 +5%
RT
65
Rockland Trust
Massachusetts
$1.09M 24,009 -408 -2%
OIA
66
OneDigital Investment Advisors
Kansas
$1.06M 23,548 -3,114 -12%
JSW
67
Journey Strategic Wealth
New Jersey
$1.03M 22,817 +6,939 +44%
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$1.01M 22,271 – –
CAG
69
Csenge Advisory Group
Florida
$962K 22,182 +2,396 +12%
WMP
70
Wealth Management Partners
Arizona
$952K 20,741 -4,240 -17%
CCA
71
Cottonwood Capital Advisors
Utah
$945K 20,905 -42 -0.2%
EFG
72
Ethos Financial Group
Pennsylvania
$938K 20,750 -2,892 -12%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$892K 19,720 -8,926 -31%
KF
74
KKM Financial
Illinois
$871K 19,268 – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$866K 19,143 -2,260 -11%
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