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 (Q1 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, Quadrature Capital Ltd, Marshall Wace, Llp, Tudor Investment Corp Et Al, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Buy | +7,148 | — | 7,148 | $462.98K | Q1 2026 | Aug 26, 2026 |
| Wells Fargo & Company/Mn | Buy | +36,353 | +3.9% | 970,814 | $62.88M | Q1 2026 | Jul 08, 2026 |
| Soa Wealth Advisors, Llc. | Buy | +8 | +0.5% | 1,506 | $97.52K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +1,594 | — | 1,594 | $103.23K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +551,736 | +56.6% | 1,526,984 | $98.90M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Buy | +28,031 | +70.4% | 67,833 | $365.42K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +2,133 | +16.4% | 15,155 | $981.60K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Sell | -2,130 | -28.0% | 5,489 | $355.54K | Q1 2026 | May 18, 2026 |
| Quadrature Capital Ltd | Buy | +310,964 | — | 310,964 | $20.14M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Buy | +158,836 | — | 158,836 | $10.29M | Q1 2026 | May 15, 2026 |
| Tudor Investment Corp Et Al | Buy | +155,687 | +911.6% | 172,766 | $11.19M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +46,343 | +821.2% | 51,986 | $3.37M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +30,333 | +8.5% | 387,503 | $25.10M | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Sell | -28,627 | -41.9% | 39,681 | $1.39M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +13,870 | +14.4% | 110,351 | $7.31M | Q1 2026 | May 15, 2026 |
| Balyasny Asset Management L.P. | Buy | +8,734 | — | 8,734 | $565.70K | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +8,188 | — | 8,188 | $530.37K | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/Fi | Sell | -7,800 | -9.8% | 71,700 | $4.64M | Q1 2026 | May 15, 2026 |
| Xtx Topco Ltd | Buy | +7,717 | +65.2% | 19,552 | $1.27M | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Buy | +5,949 | — | 5,949 | $385.32K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -5,829 | -0.3% | 1,804,044 | $116.85M | Q1 2026 | May 15, 2026 |
| Evoke Wealth, Llc | Buy | +5,762 | — | 5,762 | $373.20K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +5,559 | +56.3% | 15,435 | $999.70K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +4,833 | — | 4,833 | $313.04K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +4,180 | — | 4,180 | $270.75K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +3,818 | +3.3% | 119,189 | $7.72M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +3,741 | — | 3,741 | $242.34K | Q1 2026 | May 15, 2026 |
| Milestone Asset Management Group, Llc | Buy | +3,705 | — | 3,705 | $239.98K | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +2,540 | +7.3% | 37,277 | $2.41M | Q1 2026 | May 15, 2026 |
| True Private Wealth Advisors | Sell | -2,494 | -23.3% | 8,206 | $531.55K | Q1 2026 | May 15, 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.