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iShares US Energy ETF

332 hedge funds and large institutions have $1.02B invested in iShares US Energy ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 17

74% more capital invested

Capital invested by funds: $588M → $1.02B (+$434M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more funds holding

Funds holding: 275332 (+57)

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

6.53% more ownership

Funds ownership: 52.72%59.25% (+6.5%)

Holders
332
Holders Change
+57
Holders Change %
+20.73%
% of All Funds
4.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
79
Increased
94
Reduced
83
Closed
17
Calls
$764K
Puts
Net Calls
+$764K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Evoke Wealth
California
$373K +$327K +5,762 New
AQR Capital Management
177
AQR Capital Management
Connecticut
$371K +$77.1K +1,360 +31%
MMPW
178
Mitchell McLeod Pugh & Williams
Alabama
$370K
ACA
179
Adirondack Capital Advisors
New York
$369K
PA
180
Promethium Advisors
Maryland
$367K
AC
181
Allstate Corporation
Illinois
$361K +$316K +5,567 New
NCM
182
Next Capital Management
New York
$356K
SS
183
Sunbelt Securities
Texas
$356K -$121K -2,130 -28%
DADC
184
D.A. Davidson & Co
Montana
$341K -$32.4K -572 -10%
EWA
185
EP Wealth Advisors
California
$336K -$5.44K -96 -2%
KDA
186
Kraft Davis & Associates
Missouri
$335K
LWPC
187
Legacy Wealth Partners (Colorado)
Colorado
$335K +$294K +5,178 New
CIA
188
Concurrent Investment Advisors
Florida
$328K +$1.93K +34 +0.7%
AWM
189
Apollon Wealth Management
South Carolina
$325K -$46.5K -820 -14%
FCBT
190
First Citizens Bank & Trust
North Carolina
$324K
GFPC
191
Global Financial Private Client
Florida
$322K
ATPW
192
Ashton Thomas Private Wealth
Arizona
$320K +$280K +4,938 New
MA
193
Montag & Associates
Georgia
$319K
AFG
194
Allegheny Financial Group
Pennsylvania
$319K -$15.9K -281 -5%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$313K +$274K +4,833 New
YIH
196
Y-Intercept (HK)
Hong Kong
$309K +$271K +4,778 New
Fisher Asset Management
197
Fisher Asset Management
Washington
$309K +$271K +4,774 New
IAA
198
Independent Advisor Alliance
North Carolina
$292K +$255K +4,502 New
VA
199
Valmark Advisers
Ohio
$291K +$5.22K +92 +2%
DAS
200
Daybright Advisory Services
Florida
$290K +$907 +16 +0.4%

IYE Hedge Fund Activity: Q1 2026 in Review

332 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q1 2026, worth a combined $1.02B — up 74% from $588M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IYE positions and 17 closed out — a net gain of 62 holders — while 94 added to existing stakes and 83 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $44.2M. The largest seller was Summit Financial Consulting, exiting entirely with an estimated $7.28M sold.

  • 332 institutional investors held iShares US Energy ETF (IYE) as of Q1 2026, up from 275 in Q4 2025.
  • Funds reported $1.02B of iShares US Energy ETF stock for Q1 2026, up 74% quarter-over-quarter.
  • 79 funds opened new iShares US Energy ETF positions in Q1 2026 and 17 closed out, a net change of +62 holders.
  • The largest iShares US Energy ETF buyer in Q1 2026 was BNP Paribas Financial Markets, an estimated $44.2M added.
  • The largest iShares US Energy ETF seller in Q1 2026 was Summit Financial Consulting, an estimated $7.28M sold.

Based on aggregated 13F filings for Q1 2026.