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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 %
IWC
101
Integrated Wealth Concepts
Massachusetts
$487K -$2.18M -44,255 -82%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$469K +$275K +5,569 +141%
Fisher Asset Management
103
Fisher Asset Management
Washington
$457K +$457K +9,267 New
SB
104
Simmons Bank
Arkansas
$450K -$345 -7 -0.1%
KPWS
105
Kestra Private Wealth Services
Texas
$436K +$42.4K +861 +11%
NCM
106
Narwhal Capital Management
Georgia
$435K – – –
SFI
107
SPC Financial Inc
Maryland
$434K -$134K -2,721 -24%
RPGK
108
Retirement Planning Group (Kansas)
Kansas
$430K +$82.1K +1,665 +24%
AAS
109
Avantax Advisory Services
Texas
$416K +$35.3K +717 +9%
IF
110
Ironwood Financial
Arizona
$416K +$18.2K +369 +5%
CCB
111
Country Club Bank
Missouri
$412K – – –
MFG
112
Magnus Financial Group
New York
$412K -$45K -913 -10%
MA
113
MCF Advisors
Kentucky
$411K – – –
MWM
114
Meridian Wealth Management
Kentucky
$410K +$410K +8,321 New
GAM
115
Griffin Asset Management
New York
$399K +$49 +1 +0%
BWP
116
Bernardo Wealth Planning
Pennsylvania
$383K -$444 -9 -0.1%
CIA
117
Capital Investment Advisors
Georgia
$377K +$345 +7 +0.1%
SAM
118
Smartleaf Asset Management
Massachusetts
$372K -$57.6K -1,182 -13%
SPC
119
Sigma Planning Corp
Michigan
$370K +$76.5K +1,551 +26%
AWM
120
Apollon Wealth Management
South Carolina
$365K +$19.5K +395 +6%
WANY
121
Wealthspire Advisors (New York)
New York
$364K -$16.4K -332 -4%
Comerica Bank
122
Comerica Bank
Texas
$360K -$7.3K -148 -2%
MFA
123
Mayflower Financial Advisors
Massachusetts
$352K -$39.3K -797 -10%
RWP
124
RWA Wealth Partners
Massachusetts
$350K +$296 +6 +0.1%
AG
125
Ascent Group
Virginia
$349K +$349K +7,085 New
3 4
5
6 7