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iShares US Energy ETF
IYE

Overview Fund Activity

268 hedge funds and large institutions have $631M invested in iShares US Energy ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 45 closing their positions.

Holders
268
Holders Change
-26
Holders Change %
-8.84%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
70
Reduced
98
Closed
45
Calls
$366K
Puts
–
Net Calls
+$366K
Net Calls Change
-$4K

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 Holding Trade Value Shares
Change 		Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$237K -$16.5K -364 -7%
SI
152
Saxon Interests
Texas
$236K – – –
Fidelity Investments
153
Fidelity Investments
Massachusetts
$233K -$49.8K -1,102 -18%
VA
154
Valmark Advisers
Ohio
$228K +$15.4K +341 +7%
BRWA
155
B. Riley Wealth Advisors
Florida
$226K +$226K +5,006 New
FCBT
156
First Citizens Bank & Trust
North Carolina
$226K – – –
GFPC
157
Global Financial Private Client
Florida
$225K -$904 -20 -0.4%
ICP
158
Interchange Capital Partners
Pennsylvania
$225K +$769 +17 +0.3%
SWP
159
ShoreHaven Wealth Partners
New Jersey
$223K -$65.6K -1,450 -23%
Renaissance Technologies
160
Renaissance Technologies
New York
$222K -$597K -13,200 -73%
BPA
161
Beacon Pointe Advisors
California
$221K +$45 +1 +0%
ASN
162
Advisory Services Network
Georgia
$220K -$13.7K -296 -6%
GWM
163
Greenwich Wealth Management
Connecticut
$211K -$31.9K -705 -13%
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$204K +$204K +4,510 New
Comerica Bank
165
Comerica Bank
Texas
$197K -$133K -2,933 -40%
AAS
166
Ameritas Advisory Services
Nebraska
$194K -$333K -7,373 -63%
FWP
167
FAS Wealth Partners
Kansas
$187K +$1.04K +23 +0.6%
EWA
168
EP Wealth Advisors
California
$183K +$30.8K +680 +20%
AWM
169
AE Wealth Management
Kansas
$183K -$16K -353 -8%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$178K -$252K -5,569 -59%
CA
171
CoreCap Advisors
Michigan
$178K -$50.2K -1,109 -22%
GRP
172
Global Retirement Partners
California
$174K +$174K +3,848 New
MA
173
Montag & Associates
Georgia
$173K – – –
AC
174
AlphaCore Capital
California
$164K +$153K +3,376 +1,303%
William Blair & Company
175
William Blair & Company
Illinois
$162K -$49.6K -1,096 -23%
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