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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
CKAIS
201
Christensen King & Associates Investment Services
Washington
$244K
MHR
202
Matthew Hamilton Rosenberg
$240K
ACA
203
Aptus Capital Advisors
Alabama
$239K +$303 +5 +0.1%
FWP
204
FAS Wealth Partners
Kansas
$239K +$1.21K +20 +0.5%
MBI
205
May Barnhard Investments
Maryland
$239K +$1.03K +17 +0.4%
MCC
206
Money Concepts Capital
Florida
$237K +$10.3K +170 +4%
LPAM
207
Lodestar Private Asset Management
California
$235K
LF
208
Lantz Financial
Illinois
$234K -$3.21K -53 -1%
GWM
209
Greenwich Wealth Management
Connecticut
$233K
VA
210
Valmark Advisers
Ohio
$233K -$22.6K -373 -8%
EL
211
EQ LLC
Washington
$232K -$22.3K -367 -8%
HSWM
212
Hubbell Strickland Wealth Management
Louisiana
$225K +$788 +13 +0.3%
SWP
213
Stratos Wealth Partners
Ohio
$224K +$14.6K +241 +6%
MMA
214
Miracle Mile Advisors
California
$223K +$238K +3,932 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$222K -$124K -2,053 -34%
SFWA
216
Summit Financial Wealth Advisors
Louisiana
$219K
KWA
217
Kingswood Wealth Advisors
California
$219K +$5.64K +93 +2%
MBT
218
Montecito Bank & Trust
California
$217K +$6.06K +100 +3%
FAL
219
Focused Alpha LLC
Colorado
$217K +$232K +3,826 New
P
220
&Partners
Tennessee
$216K +$1.21K +20 +0.5%
SF
221
Summit Financial
New Jersey
$213K +$849 +14 +0.4%
PCIA
222
Prime Capital Investment Advisors
Kansas
$210K -$10.7K -177 -5%
MAMG
223
Milestone Asset Management Group
Connecticut
$210K +$182 +3 +0.1%
AL
224
Aspiriant LLC
California
$207K
CCFM
225
Clear Creek Financial Management
Washington
$205K +$182 +3 +0.1%

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.