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iShares US Energy ETF
IYE

272 hedge funds and large institutions have $608M invested in iShares US Energy ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

1% less funds holding

Funds holding: 274 → 272 (-2)

4% less capital invested

Capital invested by funds: $634M → $608M (-$26.1M)

2.18% less ownership

Funds ownership: 54.51% → 52.33% (-2.2%)

29% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 98

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
272
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
28
Increased
70
Reduced
98
Closed
23
Calls
$371K
Puts
–
Net Calls
+$371K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$2.73M
2
TRCT
Tower Research Capital (TRC)
New York
+$2.15M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.53M
4
BlackRock
BlackRock
New York
+$1.32M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$13.5M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.07M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.59M
4
Bank of America
Bank of America
North Carolina
-$7.58M
5
CAG
Crestwood Advisors Group
Massachusetts
-$6.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
151
D.A. Davidson & Co
Montana
$275K +$326 +7 +0.1%
PA
152
Promethium Advisors
Maryland
$269K – – –
MMPW
153
Mitchell McLeod Pugh & Williams
Alabama
$266K – – –
MHR
154
Matthew Hamilton Rosenberg
$264K -$8.43K -181 -3%
CCA
155
Cora Capital Advisors
New Jersey
$261K – – –
NCM
156
Next Capital Management
New York
$261K – – –
GIA
157
Gladstone Institutional Advisory
Florida
$259K +$254K +5,448 New
Fidelity Investments
158
Fidelity Investments
Massachusetts
$257K +$12.6K +271 +5%
PHS
159
Pekin Hardy Strauss
Illinois
$253K – – –
KDA
160
Kraft Davis & Associates
Missouri
$253K – – –
GAM
161
Gotham Asset Management
New York
$252K – – –
UCFA
162
United Capital Financial Advisors
Texas
$249K – – –
VPIM
163
Vanguard Personalized Indexing Management
California
$241K +$236K +5,071 New
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$237K +$22.2K +477 +11%
GFPC
165
Global Financial Private Client
Florida
$236K – – –
CIA
166
Concurrent Investment Advisors
Florida
$235K -$15.3K -328 -6%
ICP
167
Interchange Capital Partners
Pennsylvania
$228K -$7.54K -162 -3%
VA
168
Valmark Advisers
Ohio
$226K -$12.8K -275 -5%
GWM
169
Greenwich Wealth Management
Connecticut
$222K – – –
SFWA
170
Summit Financial Wealth Advisors
Louisiana
$218K – – –
AQR Capital Management
171
AQR Capital Management
Connecticut
$208K +$204K +4,376 New
Cerity Partners
172
Cerity Partners
New York
$205K +$201K +4,324 New
FFA
173
Farther Finance Advisors
California
$205K -$45.4K -976 -18%
ASN
174
Advisory Services Network
Georgia
$204K -$21.5K -462 -10%
ACA
175
Aptus Capital Advisors
Alabama
$204K +$42.1K +904 +27%
5 6
7
8 9

IYE Hedge Fund Activity: Q3 2025 in Review

272 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q3 2025, worth a combined $608M — down 4.1% from $634M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYE positions and 23 closed out — a net gain of 5 holders — while 70 added to existing stakes and 98 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $2.73M. The largest seller was Goldman Sachs, cutting an estimated $13.5M.

  • 272 institutional investors held iShares US Energy ETF (IYE) as of Q3 2025, down from 274 in Q2 2025.
  • Funds reported $608M of iShares US Energy ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 28 funds opened new iShares US Energy ETF positions in Q3 2025 and 23 closed out, a net change of +5 holders.
  • The largest iShares US Energy ETF buyer in Q3 2025 was Empowered Funds, an estimated $2.73M added.
  • The largest iShares US Energy ETF seller in Q3 2025 was Goldman Sachs, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2025.