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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
Cerity Partners
101
Cerity Partners
New York
$919K +$48.9K +806 +5%
AWA
102
Arkadios Wealth Advisors
Georgia
$897K +$42.1K +694 +5%
IF
103
Ironwood Financial
Arizona
$867K -$42.1K -695 -5%
HT
104
Headlands Technologies
Illinois
$862K -$586K -9,669 -39%
NWA
105
Northwest Wealth Advisors
Washington
$812K +$143K +2,354 +20%
FFS
106
Founders Financial Securities
Maryland
$800K +$243 +4 +0%
APA
107
Astoria Portfolio Advisors
New York
$799K +$211K +3,482 +33%
FFA
108
Farther Finance Advisors
California
$779K +$41.5K +684 +5%
BTI
109
Blue Trust Inc
Georgia
$776K
HI
110
Harbour Investments
Wisconsin
$774K +$690K +11,387 +498%
GBT
111
Grove Bank & Trust
Florida
$770K
DC
112
Davenport & Co
Virginia
$751K -$182 -3 -0%
KNW
113
Kesler Norman & Wride
Utah
$750K +$215K +3,542 +36%
BWS
114
Buck Wealth Strategies
Colorado
$743K +$796K +13,126 New
TWM
115
Tradition Wealth Management
Minnesota
$719K
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$691K -$2.41M -39,781 -77%
FWIA
117
Fort Washington Investment Advisors
Ohio
$662K
HF
118
HRT Financial
New York
$645K +$692K +11,408 New
SB
119
Strategic Blueprint
Georgia
$638K -$90.5K -1,492 -12%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$636K +$32.1K +529 +5%
AAS
121
Ameritas Advisory Services
Nebraska
$633K +$259K +4,265 +62%
FIA
122
Foundations Investment Advisors
Arizona
$630K +$674K +11,124 New
CIC
123
Concord Investment Counsel
California
$614K
EH
124
Equitable Holdings
New York
$597K -$36.7K -605 -5%
EAM
125
Empirical Asset Management
Massachusetts
$580K +$303 +5 +0%

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.