iShares U.S. Energy
IYE • ARCA
iShares U.S. Energy is an exchange-traded fund on ARCA. As of Q3 2025, 269 institutional investors hold shares in this ETF, with total holdings valued at $605.7M. MORGAN STANLEY is the largest holder with a position valued at $90.5M.
Overview
Overview of institutional ownership in IYE as of Q3 2025
All Institutions
- Institutions
- 269
- Value Held
- $605.7M
- Shares Held
- 12.7M
- Avg Position
- $2.3M
- Median Position
- $330.3K
Hedge Funds
- Hedge Funds
- 6
- Value Held
- $8.3M
- Shares Held
- 173.8K
- Avg Position
- $1.4M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in IYE as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $90.5M 0.01% of portfolio |
 Green Harvest Asset Management LLC Long Only Manager | $68.8M 1.05% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $47.7M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $45.2M 0.01% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $30.0M 0.00% of portfolio |
 UBS Group AG Institution | $27.8M 0.01% of portfolio |
L LPL Financial LLC Institution | $27.3M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $17.9M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $17.0M 0.00% of portfolio |
B BRIGHT ROCK CAPITAL MANAGEMENT, LLC Long Only Manager | $14.3M 2.79% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IYE in Q3 2025
- Traded
- −$51.0M
- Buyers
- 98
- Sellers
- 118
- Total Bought
- +$21.3M
- Total Sold
- −$72.3M
- Avg Position
- $2.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Empowered Funds, LLC ETF Provider | +$2.8M +58.7K shares |
T Tower Research Capital LLC Institution | +$2.2M +46.2K shares |
D D. E. Shaw & Co., Inc. Institution | +$1.6M +32.9K shares |
B BlackRock, Inc. Institution | +$1.4M +28.4K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | +$1.1M +24.1K shares |
Y Y-Intercept Ltd Institution | +$944.4K +19.9K shares |
C Cubist Systematic Strategies, LLC Institution | +$720.1K +15.2K shares |
 NAVELLIER & ASSOCIATES INC RIA/Wealth | +$714.6K +15.0K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$660.4K +13.5K shares |
 Strategic Blueprint, LLC RIA/Wealth | +$587.8K +12.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
GOLDMAN SACHS GROUP INC Institution | −$13.8M −290.4K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | −$9.3M −194.8K shares |
 JPMORGAN CHASE & CO Institution | −$7.7M −162.9K shares |
BANK OF AMERICA CORP /DE/ Institution | −$7.7M −162.8K shares |
 Crestwood Advisors LLC RIA/Wealth | −$6.8M −142.9K shares |
MORGAN STANLEY RIA/Wealth | −$4.6M −97.5K shares |
W Wealthstar Advisors, LLC RIA/Wealth | −$2.0M −44.8K shares |
 Prospera Financial Services RIA/Wealth | −$1.8M −38.8K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.8M −37.8K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$1.7M −36.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IYE in Q3 2025
- New Positions
- 8
- New Value
- $4.0M
- Exited Positions
- 23
- Exited Value
- $4.8M
New Positions
| Institution | Position Value |
|---|---|
Empowered Funds, LLC ETF Provider | $2.8M 58.7K shares |
X XTX Topco Ltd Institution | $422.9K 8.9K shares |
 Symphony Financial Services, Inc. RIA/Wealth | $319.6K 6.7K shares |
 JustInvest LLC Long Only Manager | $241.0K 5.1K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $207.9K 4.4K shares |
 Westfuller Advisors, LLC RIA/Wealth | $28.1K 592.0 shares |
 ARVEST INVESTMENTS, INC. RIA/Wealth | - - shares |
 Cloud Capital Management, LLC RIA/Wealth | - 6.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
W Wealthstar Advisors, LLC RIA/Wealth | $2.0M 44.8K shares |
 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth | $498.3K 11.0K shares |
 INTL FCSTONE INC. Institution | $287.4K 6.4K shares |
E ELLERSON GROUP INC /ADV Institution | $271.3K 6.0K shares |
 ALLSTATE CORP Institution | $264.5K 5.9K shares |
 SC&H Financial Advisors, Inc. RIA/Wealth | $241.3K 5.3K shares |
 SAXON INTERESTS, INC. RIA/Wealth | $236.0K 4.8K shares |
 National Asset Management, Inc. RIA/Wealth | $226.4K 5.0K shares |
S ShoreHaven Wealth Partners, LLC RIA/Wealth | $223.1K 4.9K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $221.3K 4.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in IYE as of Q3 2025
- Call Positions
- 1
- Call Value
- $370.7K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $370.7K 78.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IYE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Summit Financial Consulting LLC RIA/Wealth | 5.21% $6.5M |
B BRIGHT ROCK CAPITAL MANAGEMENT, LLC Long Only Manager | 2.79% $14.3M |
 FORTE ASSET MANAGEMENT LLC RIA/Wealth | 1.43% $3.0M |
Green Harvest Asset Management LLC Long Only Manager | 1.05% $68.8M |
 Dentgroup LLC RIA/Wealth | 0.97% $1.5M |
 Foundation Wealth Management, LLC RIA/Wealth | 0.92% $1.4M |
F First Citizens Financial Corp Institution | 0.86% $1.7M |
C COTTONWOOD CAPITAL ADVISORS, LLC RIA/Wealth | 0.71% $978.4K |
B Ballew Advisors, Inc RIA/Wealth | 0.70% $1.3M |
0.37% $1.2M |
Hedge Fund Spotlight
Discover hedge funds investing in IYE
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares U.S. Energy
- Market Value
- $3.5M
- Shares Held
- 74.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2014-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
