ISHARES U.S. ENERGY ETF (IYE) Institutional Ownership Changes & 13F Activity
ISHARES U.S. ENERGY ETF (IYE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Ameriprise Financial Inc, Camarda Financial Advisors, Llc, Tudor Investment Corp Et Al, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -1,738 | -21.2% | 6,450 | $364.99K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +107,005 | — | 107,005 | $6.06M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -77,710 | -65.5% | 40,940 | $2.32M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -4,133 | -10.4% | 35,548 | $2.01M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -2,166 | -8.3% | 24,019 | $1.36M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +23 | +0.1% | 17,389 | $984.02K | Q2 2026 | Aug 18, 2026 |
| Camarda Financial Advisors, Llc | Buy | +239,220 | — | 239,220 | $13.54M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +40,973 | — | 40,973 | $2.32M | Q2 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Buy | +1,771 | +21.6% | 9,973 | $564.40K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -605 | -5.4% | 10,550 | $597.01K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -476,932 | -31.2% | 1,050,052 | $59.42M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +311,726 | — | 311,726 | $17.64M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Sell | -123,904 | -71.7% | 48,862 | $2.77M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -75,117 | -7.7% | 895,697 | $50.69M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -62,076 | -16.0% | 325,427 | $18.42M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +53,335 | — | 53,335 | $3.02M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +42,823 | +719.8% | 48,772 | $2.76M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +41,234 | — | 41,234 | $2.33M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -39,781 | -76.5% | 12,205 | $690.68K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +29,900 | — | 29,900 | $1.69M | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | Buy | +27,904 | — | 27,904 | $1.58M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +19,739 | +16.6% | 138,928 | $7.87M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +14,646 | +61.4% | 38,505 | $2.18M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -13,784 | -7.9% | 161,359 | $9.13M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +13,271 | +12.0% | 123,622 | $7.07M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +13,018 | +1.8% | 735,680 | $41.63M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +11,408 | — | 11,408 | $645.00K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +11,124 | — | 11,124 | $629.53K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +5,797 | +1710.0% | 6,136 | $347.24K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +4,265 | +61.7% | 11,181 | $632.75K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about IYE activity
Which institutional owners are buying IYE?
Institutional owners buying IYE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IYE activity?
"Buy" means an investor increased their reported position in IYE compared to the prior reporting period. This reflects growing exposure to ISHARES U.S. ENERGY ETF (IYE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IYE increasing?
Institutional interest in IYE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.