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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
Morgan Stanley
1
Morgan Stanley
New York
$101M -$1.69M -27,867 -2%
PCH
2
PGIM Custom Harvest
New Jersey
$88.7M +$6.53M +107,638 +7%
Bank of America
3
Bank of America
North Carolina
$59.4M -$28.9M -476,932 -31%
Wells Fargo
4
Wells Fargo
California
$50.7M -$4.55M -75,117 -8%
Goldman Sachs
5
Goldman Sachs
New York
$41.6M +$789K +13,018 +2%
LPL Financial
6
LPL Financial
California
$38M +$2.72M +44,943 +7%
UBS Group
7
UBS Group
Switzerland
$33.6M -$1.11M -18,267 -3%
TSW
8
Three Seasons Wealth
Utah
$19.1M +$16.6M +273,118 +422%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$18.4M -$3.76M -62,076 -16%
Ameriprise
10
Ameriprise
Minnesota
$17.6M +$462K +7,615 +3%
CFA
11
Camarda Financial Advisors
Florida
$13.5M +$14.5M +239,220 New
Marshall Wace
12
Marshall Wace
United Kingdom
$10.1M +$1.21M +19,988 +13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$9.76M +$4.23M +69,742 +68%
Raymond James Financial
14
Raymond James Financial
Florida
$9.13M -$836K -13,784 -8%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.87M +$1.2M +19,739 +17%
Allianz Asset Management
16
Allianz Asset Management
Germany
$7.68M
HighTower Advisors
17
HighTower Advisors
Illinois
$7.56M +$4.67M +77,025 +136%
Mariner
18
Mariner
Kansas
$7.55M -$372K -6,144 -4%
SFC
19
Summit Financial Consulting
Michigan
$7.44M +$7.97M +131,435 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$7.21M +$3.86M +63,630 +100%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$7.07M +$805K +13,271 +12%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$6.98M +$1.04M +17,095 +16%
Citadel Advisors
23
Citadel Advisors
Florida
$6.06M +$6.49M +107,005 New
CA
24
CoreCap Advisors
Michigan
$5.9M +$6.17M +101,764 +4,087%
ANTB
25
AMG National Trust Bank
Colorado
$5.88M -$213K -3,506 -3%

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.