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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 %
PCM
76
Politan Capital Management
New York
$778K 17,209 +17,209 New
TFF
77
The Family Firm
Maryland
$744K 16,447 +59 +0.4%
HWA
78
Heartwood Wealth Advisors
Virginia
$700K 15,472 +42 +0.3%
BTI
79
Blue Trust Inc
Georgia
$631K 13,964 +259 +2%
FFS
80
Founders Financial Securities
Maryland
$624K 13,789 -454 -3%
SEIA
81
Signature Estate & Investment Advisors
California
$608K 13,449 +1,937 +17%
CV
82
Counterweight Ventures
North Carolina
$597K 13,212 -755 -5%
LWM
83
Liberty Wealth Management
California
$589K 13,028 +13,028 New
TWM
84
Tradition Wealth Management
Minnesota
$577K 12,762 -226 -2%
AWA
85
Arkadios Wealth Advisors
Georgia
$572K 12,658 +1,004 +9%
AI
86
Atria Investments
North Carolina
$565K 12,500 +1,172 +10%
FWIA
87
Fort Washington Investment Advisors
Ohio
$541K 11,960 – –
Truist Financial
88
Truist Financial
North Carolina
$518K 11,450 -14,357 -56%
DC
89
Davenport & Co
Virginia
$513K 11,355 -239 -2%
CCWA
90
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$498K 11,020 +11,020 New
TPWA
91
TRUE Private Wealth Advisors
Oregon
$484K 10,700 – –
CWM
92
Chemistry Wealth Management
New York
$482K 10,658 – –
FPGK
93
Financial Partners Group (Kansas)
Kansas
$463K 10,236 -828 -7%
YWM
94
Yukon Wealth Management
Kansas
$463K 10,235 -118 -1%
AFG
95
Allegheny Financial Group
Pennsylvania
$457K 10,103 +6 +0.1%
EAM
96
Empirical Asset Management
Massachusetts
$455K 10,070 -360 -3%
KPWS
97
Kestra Private Wealth Services
Texas
$453K 10,021 +1,175 +13%
GC
98
Grimes & Company
Massachusetts
$447K 9,889 -10,205 -51%
EH
99
Equitable Holdings
New York
$420K 9,289 -2,238 -19%
IWC
100
Integrated Wealth Concepts
Massachusetts
$419K 9,272 -607 -6%
2 3
4
5 6