Who Owns IYE?
iShares U.S. Energy ETF — Institutional Ownership & 13F Holdings
$60.99
+0.73 (+1.21%)
Market Cap
$1.6B
Shares Outstanding
28,502,127
Institutional Holders
293
Total Inst. Value
$614.2M
% of Float Held
—
QoQ Holder Change
+91
Institutional data as of Q1 2025
New Positions
71
Closed Positions
41
Increased
74
Decreased
82
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $104.2M | 2,113,976 |
| 2 | PGIM Custom Harvest LLC | $73.3M | 1,486,973 |
| 3 | BANK OF AMERICA CORP /DE/ | $59.5M | 1,207,512 |
| 4 | WELLS FARGO & COMPANY/MN | $52.0M | 1,055,008 |
| 5 | UBS Group AG | $40.9M | 828,879 |
| 6 | GOLDMAN SACHS GROUP INC | $30.7M | 622,662 |
| 7 | AMERIPRISE FINANCIAL INC | $19.6M | 398,078 |
| 8 | ROYAL BANK OF CANADA | $18.1M | 367,478 |
| 9 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $14.8M | 300,000 |
| 10 | MML INVESTORS SERVICES, LLC | $12.1M | 245,738 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +6K | $104.2M |
| PGIM Custom Harvest LLC | +33K | $73.3M |
| WELLS FARGO & COMPANY/MN | +5K | $52.0M |
| AMERIPRISE FINANCIAL INC | +104K | $19.6M |
| ROYAL BANK OF CANADA | +17K | $18.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -252K | $10.0M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | -239K | $308K |
| UBS Group AG | -87K | $40.9M |
| Integrated Wealth Concepts LLC | -44K | $487K |
| LPL Financial LLC | -34K | $30K |
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Frequently Asked Questions
How many institutional investors hold IYE?
As of Q1 2025, 293 institutional investors report holding IYE (iShares U.S. Energy ETF) in their 13F filings.
Which hedge fund owns the most IYE?
The largest institutional holder of IYE is MORGAN STANLEY with $104.2M in shares.
Are institutions buying or selling IYE?
This quarter, 71 institutions opened new positions in IYE and 41 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.