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iShares US Energy ETF

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: 274272 (-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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$90.5M -$4.54M -97,484 -5%
PCH
2
PGIM Custom Harvest
New Jersey
$68.8M -$363K -7,799 -0.5%
Bank of America
3
Bank of America
North Carolina
$47.7M -$7.58M -162,772 -14%
Wells Fargo
4
Wells Fargo
California
$45.2M -$800K -17,178 -2%
Goldman Sachs
5
Goldman Sachs
New York
$30M -$13.5M -290,366 -31%
UBS Group
6
UBS Group
Switzerland
$27.8M -$46.6K -1,001 -0.2%
LPL Financial
7
LPL Financial
California
$27.3M -$867K -18,621 -3%
Ameriprise
8
Ameriprise
Minnesota
$17.9M +$43.9K +943 +0.3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$17M -$1.15M -24,616 -6%
BRCM
10
Bright Rock Capital Management
Massachusetts
$14.3M
MML Investors Services
11
MML Investors Services
Massachusetts
$12.6M +$262K +5,636 +2%
BS
12
Banco Santander
Spain
$9.24M
Raymond James Financial
13
Raymond James Financial
Florida
$8.95M -$42.6K -916 -0.5%
Mariner
14
Mariner
Kansas
$6.87M -$250K -5,380 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.62M -$1.76M -37,766 -21%
SFC
16
Summit Financial Consulting
Michigan
$6.53M +$349K +7,492 +6%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.94M -$38K -816 -0.7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$5.43M -$984K -21,141 -16%
ANTB
19
AMG National Trust Bank
Colorado
$5.08M -$114K -2,457 -2%
KAS
20
Kestra Advisory Services
Texas
$4.61M -$751K -16,138 -14%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$4.18M +$629K +13,503 +19%
HH
22
Hilltop Holdings
Texas
$3.85M -$762K -16,362 -17%
ZIG
23
Zurich Insurance Group
Switzerland
$3.79M
JP Morgan Chase
24
JP Morgan Chase
New York
$3.76M -$7.59M -162,939 -67%
SMFG
25
Sumitomo Mitsui Financial Group
Japan
$3.73M -$200K -4,295 -5%

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.