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iShares US Energy ETF
IYE

Overview Fund Activity

294 hedge funds and large institutions have $681M invested in iShares US Energy ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 94 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-8
Holders Change %
-2.65%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
81
Reduced
94
Closed
39
Calls
$419K
Puts
$49K
Net Calls
+$370K
Net Calls Change
-$4K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.15M
2
KAS
Kestra Advisory Services
Texas
+$2.95M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.28M
4
PCH
PGIM Custom Harvest
New Jersey
+$1.65M
5
Stifel Financial
Stifel Financial
Missouri
+$1.27M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.4M
2
FWCM
Ferguson Wellman Capital Management
Oregon
-$11.8M
3
UBS Group
UBS Group
Switzerland
-$4.28M
4
KCM
KM Capital Management
Texas
-$3.02M
5
DWM
Dynasty Wealth Management
Florida
-$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
76
Csenge Advisory Group
Florida
$855K +$48.9K +1,131 +6%
TFF
77
The Family Firm
Maryland
$808K +$5.47K +111 +0.7%
JSW
78
Journey Strategic Wealth
New Jersey
$783K +$115K +2,329 +17%
JWCA
79
J.W. Cole Advisors
Florida
$761K -$1M -20,360 -57%
HWA
80
Heartwood Wealth Advisors
Virginia
$761K -$557K -11,295 -42%
CV
81
Counterweight Ventures
North Carolina
$689K -$16.2K -329 -2%
BTI
82
Blue Trust Inc
Georgia
$676K +$937 +19 +0.1%
TWM
83
Tradition Wealth Management
Minnesota
$640K – – –
FFS
84
Founders Financial Securities
Maryland
$627K -$44.4K -1,010 -7%
FWIA
85
Fort Washington Investment Advisors
Ohio
$590K – – –
EL
86
EQ LLC
Washington
$580K -$56.5K -1,146 -9%
AC
87
Allstate Corporation
Illinois
$577K +$577K +11,700 New
AWA
88
Arkadios Wealth Advisors
Georgia
$575K -$56.5K -1,147 -9%
DC
89
Davenport & Co
Virginia
$572K -$9.17K -186 -2%
EH
90
Equitable Holdings
New York
$568K -$128K -2,597 -18%
SEIA
91
Signature Estate & Investment Advisors
California
$568K +$568K +11,512 New
AI
92
Atria Investments
North Carolina
$558K -$22.5K -457 -4%
FPGK
93
Financial Partners Group (Kansas)
Kansas
$545K -$4.14K -84 -0.8%
SDWMA
94
Schneider Downs Wealth Management Advisors
Pennsylvania
$540K – – –
AAS
95
Ameritas Advisory Services
Nebraska
$537K -$2.95K -64 -0.5%
TPWA
96
TRUE Private Wealth Advisors
Oregon
$527K +$49 +1 +0%
CWM
97
Chemistry Wealth Management
New York
$525K – – –
EAM
98
Empirical Asset Management
Massachusetts
$514K +$7.54K +153 +1%
YWM
99
Yukon Wealth Management
Kansas
$510K +$510K +10,353 New
AFG
100
Allegheny Financial Group
Pennsylvania
$498K -$114K -2,305 -19%
2 3
4
5 6