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iShares US Energy ETF

297 hedge funds and large institutions have $683M 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, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

755% more call options, than puts

Call options by funds: $419K | Put options by funds: $49K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more capital invested

Capital invested by funds: $657M → $683M (+$25.7M)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

0.94% less ownership

Funds ownership: 52.65%51.71% (-0.94%)

2% less funds holding

Funds holding: 304297 (-7)

16% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 96

Holders
297
Holders Change
-7
Holders Change %
-2.3%
% of All Funds
3.98%
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
96
Closed
39
Calls
$419K
Puts
$49K
Net Calls
+$370K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
176
Venturi Wealth Management
Texas
$217K +$210K +4,400 New
AWM
177
AE Wealth Management
Kansas
$217K -$11.2K -236 -5%
YIH
178
Y-Intercept (HK)
Hong Kong
$213K +$206K +4,324 New
GIA
179
Gladstone Institutional Advisory
Florida
$213K +$206K +4,319 New
CL
180
Choreo LLC
Illinois
$211K -$14.7K -309 -7%
LPAM
181
Lodestar Private Asset Management
California
$209K +$202K +4,248 New
SB
182
Strategic Blueprint
Georgia
$209K -$147K -3,075 -42%
LF
183
Lantz Financial
Illinois
$207K +$200K +4,194 New
AWM
184
Aprio Wealth Management
Georgia
$206K +$199K +4,181 New
LL
185
LPWM LLC
Minnesota
$206K +$199K +4,177 New
MBI
186
May Barnhard Investments
Maryland
$203K +$196K +4,120 New
FWP
187
FAS Wealth Partners
Kansas
$203K +$1.14K +24 +0.6%
MA
188
Montag & Associates
Georgia
$189K
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$181K -$20.8K -436 -11%
FLP
190
Financial Life Planners
Arizona
$180K -$9.72K -204 -5%
ACA
191
Aptus Capital Advisors
Alabama
$167K -$115K -2,405 -42%
EWA
192
EP Wealth Advisors
California
$166K -$23.5K -494 -13%
CA
193
Continuum Advisory
Idaho
$156K -$25.3K -531 -14%
IRC
194
Investors Research Corp
Georgia
$150K
US Bancorp
195
US Bancorp
Minnesota
$148K
HCM
196
Hollencrest Capital Management
California
$147K
Q1WB
197
Quest 10 Wealth Builders
Virginia
$142K -$57.6K -1,208 -30%
GSWM
198
Golden State Wealth Management
California
$131K +$2.29K +48 +2%
FFA
199
Farther Finance Advisors
California
$125K +$4.62K +97 +4%
BlackRock
200
BlackRock
New York
$120K +$48.1K +1,009 +71%

IYE Hedge Fund Activity: Q1 2025 in Review

297 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q1 2025, worth a combined $683M — up 3.9% from $657M a quarter earlier.

Fund positioning in IYE was balanced in Q1 2025: 39 funds opened new positions, 39 closed out, 81 added to existing stakes and 96 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.98M. The largest seller was JP Morgan Chase, cutting an estimated $12M.

  • 297 institutional investors held iShares US Energy ETF (IYE) as of Q1 2025, down from 304 in Q4 2024.
  • Funds reported $683M of iShares US Energy ETF stock for Q1 2025, up 3.9% quarter-over-quarter.
  • 39 funds opened new iShares US Energy ETF positions in Q1 2025 and 39 closed out, a net change of 0 holders.
  • The largest iShares US Energy ETF buyer in Q1 2025 was Ameriprise, an estimated $4.98M added.
  • The largest iShares US Energy ETF seller in Q1 2025 was JP Morgan Chase, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2025.