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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 %
IF
101
Ironwood Financial
Arizona
$416K 8,438 – –
SB
102
Simmons Bank
Arkansas
$410K 9,068 -54 -0.6%
NCM
103
Narwhal Capital Management
Georgia
$399K 8,825 – –
VCM
104
Vivaldi Capital Management
Illinois
$396K 8,759 +8,759 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$384K 8,486 +4,820 +131%
MA
106
MCF Advisors
Kentucky
$377K 8,336 – –
CCB
107
Country Club Bank
Missouri
$376K 8,285 -174 -2%
GAM
108
Griffin Asset Management
New York
$374K 8,263 +174 +2%
AAS
109
Avantax Advisory Services
Texas
$373K 8,250 -194 -2%
MFG
110
Magnus Financial Group
New York
$371K 8,204 -151 -2%
CRC
111
Curi RMB Capital
Illinois
$368K 8,146 +8,146 New
WANY
112
Wealthspire Advisors (New York)
New York
$344K 7,610 +218 +3%
MWM
113
Meridian Wealth Management
Kentucky
$341K 7,536 -785 -9%
BWP
114
Bernardo Wealth Planning
Pennsylvania
$337K 7,451 -321 -4%
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$336K 7,429 -1,283 -15%
CIA
116
Capital Investment Advisors
Georgia
$333K 7,363 -288 -4%
RWP
117
RWA Wealth Partners
Massachusetts
$321K 7,100 -6 -0.1%
LCG
118
Lakeshore Capital Group
Illinois
$315K 6,959 +1,106 +19%
LCM
119
Lazari Capital Management
California
$314K 6,950 – –
EL
120
EQ LLC
Washington
$311K 6,873 -4,897 -42%
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$306K 6,765 – –
AWM
122
Apollon Wealth Management
South Carolina
$303K 6,690 -718 -10%
CPIG
123
Chicago Partners Investment Group
Illinois
$301K 6,538 -255 -4%
KG
124
Kilter Group
New York
$301K 6,658 – –
AP
125
Appleton Partners
Massachusetts
$296K 6,539 – –
3 4
5
6 7