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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
CAG
76
Crestwood Advisors Group
Massachusetts
$1.43M -$246K -4,061 -14%
WTC
77
WhitTier Trust Company
Nevada
$1.39M -$11.3K -186 -0.8%
CAG
78
Csenge Advisory Group
Florida
$1.38M +$70.3K +1,160 +5%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$1.36M -$131K -2,166 -8%
AIM
80
Allen Investment Management
New York
$1.33M
RT
81
Rockland Trust
Massachusetts
$1.28M
SA
82
Sanctuary Advisors
Indiana
$1.27M +$13.6K +224 +1%
AWA
83
Asempa Wealth Advisors
Louisiana
$1.27M +$27.4K +452 +2%
IWM
84
IHT Wealth Management
Illinois
$1.22M -$82.3K -1,358 -6%
EFG
85
Ethos Financial Group
Pennsylvania
$1.15M -$6.85K -113 -0.6%
LWM
86
Liberty Wealth Management
California
$1.14M
CRI
87
Commonwealth Retirement Investments
Virginia
$1.14M
WMP
88
Wealth Management Partners
Arizona
$1.14M -$91.8K -1,514 -7%
CCA
89
Cottonwood Capital Advisors
Utah
$1.13M -$2.24K -37 -0.2%
EPI
90
Eddie Patel Inc
Illinois
$1.12M +$1.2M +19,783 New
HNB
91
Huntington National Bank
Ohio
$1.11M
KF
92
KKM Financial
Illinois
$1.09M
PFS
93
Prospera Financial Services
Texas
$1.08M +$90.6K +1,495 +8%
BWP
94
Balboa Wealth Partners
Arizona
$1.04M +$1.11M +18,305 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$1.03M +$124K +2,043 +13%
BFA
96
Brendel Financial Advisors
New Hampshire
$1.02M +$1.09M +17,948 New
BPA
97
Beacon Pointe Advisors
California
$984K +$1.39K +23 +0.1%
AWM
98
Avior Wealth Management
Nebraska
$983K +$1.05M +17,365 New
LJCM
99
Lee Johnson Capital Management
Texas
$946K -$43.3K -714 -4%
NA
100
Navellier & Associates
Nevada
$920K +$246K +4,059 +33%

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.