Who Owns iShares U.S. Energy ETF (IYE)?Hedge Fund & Institutional Holders

$60.90+0.19 (+0.31%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.300069019340004e+203T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$40.36$45.45$50.53$55.62$60.71Sep 24Jun 25Mar 26

IYE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BRIGHT ROCK CAPITAL MANAGEMENT, LLCNew Position+300K+$14.3M
Sanctuary Advisors, LLCNew Position+115K+$5.5M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+126K+$5.0M
Millennium Capital Advisors, LLCNew Position+95K+$4.4M
JONES FINANCIAL COMPANIES LLLPNew Position+96K+$4.0M
FORTE ASSET MANAGEMENT LLCNew Position+66K+$3.1M
Wealthstar Advisors, LLCNew Position+53K+$2.5M
Artesa Financial Group, LLCNew Position+46K+$2.2M
Avidian Wealth Enterprises, LLCNew Position+43K+$2.0M
Janney Montgomery Scott LLCNew Position+46K+$2.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+45K+$2.0M
Pinnacle Financial Partners, Inc.New Position+45K+$2.0M
Foundation Wealth Management, LLCNew Position+28K+$1.3M
Matthew Goff Investment Advisor, LLCNew Position+10K+$1.2M
WHITTIER TRUST CO OF NEVADA INCNew Position+24K+$1.2M

IYE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-94K-$90.4B
BANK OF AMERICA CORP /DE/Decreased-28K-$47.6B
WELLS FARGO & COMPANY/MNDecreased-16K-$45.1B
LPL Financial LLCDecreased-100K-$27.2B
AMERIPRISE FINANCIAL INCDecreased-20K-$17.9B
ROYAL BANK OF CANADADecreased-992-$17.0B
MML INVESTORS SERVICES, LLCDecreased-22K-$12.6B
Banco Santander, S.A.Decreased-25K-$9.2B
RAYMOND JAMES FINANCIAL INCDecreased-36K-$8.9B
Mariner, LLCDecreased-4K-$6.9B
OSAIC HOLDINGS, INC.Decreased-9K-$5.9B
Cetera Investment AdvisersDecreased-11K-$5.4B
AMG National Trust BankDecreased-1K-$5.1B
Kestra Advisory Services, LLCDecreased-22K-$4.6B
JPMORGAN CHASE & CODecreased-3K-$3.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,756,717$83.0M0.00%Share
2PGIM Custom Harvest LLC1,452,119$69.0M1.02%Share
3GOLDMAN SACHS GROUP INC722,662$34.0M0.00%Share
4WELLS FARGO & COMPANY/MN615,541$29.0M0.01%Share
5UBS Group AG598,784$28.5M0.00%Share
6BANK OF AMERICA CORP /DE/554,570$26.0M0.00%Share
7LPL Financial LLC473,817$22.0M0.01%Share
8BANK OF AMERICA CORP /DE/385,213$18.0M0.00%Share
9ROYAL BANK OF CANADA348,782$16.0M0.00%Share
10AMERIPRISE FINANCIAL INC356,022$16.0M0.00%Share
11WELLS FARGO & COMPANY/MN318,920$15.0M0.00%Share
12BRIGHT ROCK CAPITAL MANAGEMENT, LLC300,000$14.3M2.80%Share
13MML INVESTORS SERVICES, LLC244,460$11.0M0.03%Share
14Banco Santander, S.A.169,554$8.0M0.06%Share
15Summit Financial Consulting LLC153,227$7.3M5.29%Share
16Anchor Investment Management, LLC132$6.3M0.00%Share
17Mariner, LLC135,005$6.0M0.01%Share
18COMMONWEALTH EQUITY SERVICES, LLC125,765$5.0M0.01%Share
19AMG National Trust Bank98,382$4.7M0.11%Share
20Hilltop Holdings Inc.88,374$4.0M0.24%Share
21JONES FINANCIAL COMPANIES LLLP96,481$4.0M0.00%Share
22Cetera Investment Advisers103,707$4.0M0.00%Share
23RAYMOND JAMES FINANCIAL INC94,946$4.0M0.00%Share
24FORTE ASSET MANAGEMENT LLC65,924$3.1M1.42%Share
25Zurich Insurance Group Ltd/FI79,500$3.0M0.02%Share
26Kestra Advisory Services, LLC75,510$3.0M0.01%Share
27SUMITOMO MITSUI FINANCIAL GROUP, INC.74,296$3.0M0.05%Share
28OSAIC HOLDINGS, INC.77,911$3.0M0.00%Share
29Wealthstar Advisors, LLC53,494$2.5M1.12%Share
30Artesa Financial Group, LLC46,025$2.2M2.25%Share
31Biondo Investment Advisors, LLC44,513$2.1M0.26%Share
32Avidian Wealth Enterprises, LLC43,123$2.0M0.07%Share
33ENVESTNET ASSET MANAGEMENT INC45,443$2.0M0.00%Share
34Janney Montgomery Scott LLC46,172$2.0M0.00%Share
35JPMORGAN CHASE & CO43,994$2.0M0.00%Share
36RAYMOND JAMES FINANCIAL INC57,213$2.0M0.00%Share
37HighTower Advisors, LLC46,187$2.0M0.00%Share
38Pinnacle Financial Partners, Inc.44,645$2.0M0.02%Share
39First Citizens Financial Corp35,669$1.7M0.84%Share
40Sanctuary Advisors, LLC31,340$1.5M0.01%Share
41Sanctuary Advisors, LLC31,340$1.5M0.01%Share
42Corient Private Wealth LLC60,160$1.5M0.00%Share
43Dentgroup LLC30,452$1.4M0.99%Share
44Crestwood Advisors Group, LLC29,438$1.4M0.02%Share
45Foundation Wealth Management, LLC27,845$1.3M0.87%Share
46Ballew Advisors, Inc26,362$1.3M0.74%Share
47Sanctuary Advisors, LLC27,776$1.3M0.01%Share
48Matthew Goff Investment Advisor, LLC9,669$1.2M0.22%Share
49Sanctuary Advisors, LLC24,746$1.2M0.01%Share
50WHITTIER TRUST CO OF NEVADA INC24,112$1.2M0.02%Share

IYE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025270$560.4M+112
Q3 2025158$529.7B-90
Q2 2025248$383.7B-47
Q1 2025295$655.4B+30
Q4 2024265$29.3T+63
Q3 2024202$473.5T-8
Q2 2024210$491.3T+7
Q1 2024203$496.0T—

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As of Q4 2025, 50 institutional investors hold IYE (iShares U.S. Energy ETF). The largest holder is MORGAN STANLEY with $83.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own IYE?

As of Q4 2025, 50 institutional investors report holding IYE (iShares U.S. Energy ETF) in their 13F filings.

Who is the largest institutional holder of IYE?

The largest institutional holder of IYE is MORGAN STANLEY with $83.0M in shares.

Is institutional ownership of IYE increasing or decreasing?

This quarter, 15 institutions opened new positions in IYE and 0 closed their positions.