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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
CIA
151
Capital Investment Advisors
Georgia
$416K +$606 +10 +0.1%
MFA
152
Mayflower Financial Advisors
Massachusetts
$409K
IWC
153
Integrated Wealth Concepts
Massachusetts
$407K -$60.4K -997 -12%
AWM
154
AE Wealth Management
Kansas
$406K -$6.28M -103,523 -94%
Northern Trust
155
Northern Trust
Illinois
$405K +$434K +7,161 New
DWM
156
Dakota Wealth Management
Florida
$405K
RWP
157
RWA Wealth Partners
Massachusetts
$402K
CWM
158
Chemistry Wealth Management
New York
$395K
CC
159
Clearwave Capital
California
$394K +$1.15K +19 +0.3%
KPWS
160
Kestra Private Wealth Services
Texas
$394K -$80.1K -1,321 -16%
LCM
161
Lazari Capital Management
California
$393K
CAM
162
Cresset Asset Management
Illinois
$391K +$121 +2 +0%
PHS
163
Pekin Hardy Strauss
Illinois
$388K +$27K +446 +7%
LCG
164
Lakeshore Capital Group
Illinois
$388K -$909 -15 -0.2%
KG
165
Kilter Group
New York
$377K
AQR Capital Management
166
AQR Capital Management
Connecticut
$375K +$54.4K +897 +16%
DAS
167
Daybright Advisory Services
Florida
$350K +$64.8K +1,069 +24%
MCM
168
MAI Capital Management
Ohio
$347K +$351K +5,797 +1,710%
AP
169
Appleton Partners
Massachusetts
$345K
GAM
170
Griffin Asset Management
New York
$344K -$97.2K -1,604 -21%
ACA
171
Adirondack Capital Advisors
New York
$343K +$21.8K +360 +6%
SWM
172
Spire Wealth Management
Virginia
$339K +$1.82K +30 +0.5%
ASN
173
Advisory Services Network
Georgia
$336K +$106K +1,751 +42%
CCWM
174
Cassaday & Co Wealth Management
Virginia
$333K
FNBOO
175
First National Bank of Omaha
Nebraska
$333K

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.