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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$2.58M +$193K +3,177 +7%
PFPG
52
Pinnacle Financial Partners (Georgia)
Georgia
$2.55M -$11.2K -185 -0.4%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$2.52M -$408K -6,729 -14%
AWE
54
Avidian Wealth Enterprises
Texas
$2.4M +$45.7K +754 +2%
FTUS
55
Flow Traders U.S.
New York
$2.33M +$2.5M +41,234 New
CF
56
Centaurus Financial
California
$2.32M +$2.48M +40,973 New
Stifel Financial
57
Stifel Financial
Missouri
$2.29M -$143K -2,360 -6%
MFG
58
Merit Financial Group
Georgia
$2.23M +$1.43M +23,605 +150%
MA
59
Mutual Advisors
Nebraska
$2.18M +$888K +14,646 +61%
SPIA
60
Steward Partners Investment Advisory
New York
$2.15M -$9.21K -152 -0.4%
WC
61
Waterloo Capital
Texas
$2.14M +$11.9K +197 +0.5%
FCFC
62
First Citizens Financial Corp
Iowa
$2.02M -$1.46K -24 -0.1%
WA
63
Wealthstar Advisors
Texas
$1.99M -$172K -2,832 -7%
QCM
64
Quantinno Capital Management
New York
$1.99M -$133K -2,200 -6%
Corient Private Wealth
65
Corient Private Wealth
Florida
$1.96M -$305K -5,037 -13%
Creative Planning
66
Creative Planning
Kansas
$1.71M +$28.1K +464 +2%
Two Sigma Investments
67
Two Sigma Investments
New York
$1.69M +$1.81M +29,900 New
HWA
68
Heartwood Wealth Advisors
Virginia
$1.63M +$141K +2,319 +9%
PAG
69
Private Advisor Group
New Jersey
$1.62M +$420K +6,933 +32%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1.6M -$403K -6,646 -19%
Point72 Asset Management
71
Point72 Asset Management
Connecticut
$1.58M +$1.69M +27,904 New
Baird Financial Group
72
Baird Financial Group
Wisconsin
$1.51M -$4.46M -73,524 -73%
OIA
73
OneDigital Investment Advisors
Kansas
$1.49M +$279K +4,596 +21%
BA
74
Ballew Advisors
Mississippi
$1.46M -$1.09K -18 -0.1%
FWMM
75
Foundation Wealth Management (Missouri)
Missouri
$1.45M -$120K -1,982 -7%

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.