iShares US Energy ETF
275 hedge funds and large institutions have $586M invested in iShares US Energy ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 93 reducing their positions, and 27 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 27
1% more funds holding
Funds holding: 272 → 275 (+3)
0.1% more ownership
Funds ownership: 52.33% → 52.43% (+0.1%)
4% less capital invested
Capital invested by funds: $608M → $586M (-$21.6M)
18% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.28M |
| 2 |
WA
Wealthstar Advisors
Plano,
Texas
|
+$2.53M |
| 3 |
CRI
Commonwealth Retirement Investments
Richmond,
Virginia
|
+$1.13M |
| 4 |
AIM
Allen Investment Management
New York
|
+$1.12M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$826K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.72M |
| 2 |
Morgan Stanley
New York
|
-$4.43M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.54M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$2.79M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.71M |
IYE Hedge Fund Activity: Q4 2025 in Review
275 of the 8,261 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q4 2025, worth a combined $586M — down 3.6% from $608M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IYE positions and 27 closed out — a net gain of 9 holders — while 76 added to existing stakes and 93 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $4.28M. The largest seller was LPL Financial, cutting an estimated $4.72M.
- 275 institutional investors held iShares US Energy ETF (IYE) as of Q4 2025, up from 272 in Q3 2025.
- Funds reported $586M of iShares US Energy ETF stock for Q4 2025, down 3.6% quarter-over-quarter.
- 36 funds opened new iShares US Energy ETF positions in Q4 2025 and 27 closed out, a net change of +9 holders.
- The largest iShares US Energy ETF buyer in Q4 2025 was Goldman Sachs, an estimated $4.28M added.
- The largest iShares US Energy ETF seller in Q4 2025 was LPL Financial, an estimated $4.72M sold.
Based on aggregated 13F filings for Q4 2025.