Who owns iShares U.S. Energy ETF (IYE)
Which tracked institutional funds hold IYE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
30 tracked funds added or opened IYE while 73 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IYE’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IYE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IYE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 311 tracked filers holding IYE, 133 increased or opened the position and 159 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IYE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- Camarda Financial Advisors, LLC$14M
- Summit Financial Consulting LLC$7M
- CITADEL ADVISORS LLC$6M
- USA FINANCIAL FORMULAS$6M
- J.W. COLE ADVISORS, INC.$3M
- ADVISORTRUST PARTNERS, LLC$3M
Full exits 22
- Quadrature Capital Ltd$20M
- RPS ADVISORY SOLUTIONS LLC$9M
- WealthCare Asset Management, LLC$8M
- RENAISSANCE TECHNOLOGIES LLC$5M
- Cambridge Investment Research Advisors, Inc.$4M
- HighTower Advisors, LLC$4M
Largest adds
- Three Seasons Wealth, LLC$15M
- CoreCap Advisors, LLC$6M
- NewEdge Advisors, LLC$4M
- Cetera Investment Advisers$3M
- Qube Research & Technologies Ltd$2M
- TRUIST FINANCIAL CORP$2M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$52M
- BANK OF AMERICA CORP /DE/$39M
- MORGAN STANLEY$16M
- BRIGHT ROCK CAPITAL MANAGEMENT, LLC$14M
- WELLS FARGO & COMPANY/MN$12M
- MML INVESTORS SERVICES, LLC$12M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,776,177 | $101M | 13.6% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 1,567,303 | $89M | 12.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,050,052 | $59M | 8.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 895,697 | $51M | 6.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 735,680 | $42M | 5.6% | 2026-Q2 |
| LPL Financial LLC added | 671,026 | $38M | 5.1% | 2026-Q2 |
| UBS Group AG trimmed | 594,593 | $34M | 4.6% | 2026-Q2 |
| Three Seasons Wealth, LLC added | 337,812 | $19M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 325,427 | $18M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 311,726 | $18M | 2.4% | 2026-Q2 |
| Camarda Financial Advisors, LLC new | 239,220 | $14M | 1.8% | 2026-Q2 |
| MARSHALL WACE, LLP added | 178,824 | $10M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 172,521 | $10M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 161,359 | $9M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 138,928 | $8M | 1.1% | 2026-Q2 |
| Mariner, LLC trimmed | 133,367 | $8M | 1.0% | 2026-Q2 |
| Summit Financial Consulting LLC trimmed | 131,435 | $7M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 123,622 | $7M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 123,263 | $7M | 0.9% | 2026-Q2 |
| Allianz Asset Management GmbH | 118,650 | $8M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 107,005 | $6M | 0.8% | 2026-Q2 |
| CoreCap Advisors, LLC added | 104,254 | $6M | 0.8% | 2026-Q2 |
| AMG National Trust Bank trimmed | 103,852 | $6M | 0.8% | 2026-Q2 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC trimmed | 100,000 | $6M | 0.8% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 98,658 | $6M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 96,022 | $5M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 86,261 | $5M | 0.7% | 2026-Q2 |
| Banco Santander, S.A. trimmed | 85,978 | $5M | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 75,856 | $4M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 73,854 | $4M | 0.6% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI | 71,700 | $4M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 67,450 | $4M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 63,448 | $4M | 0.5% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 56,691 | $3M | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 56,210 | $3M | 0.4% | 2026-Q2 |
| BlackRock, Inc. added | 54,785 | $3M | 0.4% | 2026-Q2 |
| ADVISORTRUST PARTNERS, LLC new | 53,884 | $3M | 0.4% | 2026-Q2 |
| Gerald Baker Financial Group LLC trimmed | 53,521 | $3M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 53,335 | $3M | 0.4% | 2026-Q2 |
| Hilltop Holdings Inc. added | 53,256 | $3M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 49,452 | $3M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 48,862 | $3M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 48,772 | $3M | 0.4% | 2026-Q2 |
| Artesa Financial Group, LLC added | 48,308 | $3M | 0.4% | 2026-Q2 |
| Biondo Investment Advisors, LLC added | 47,234 | $3M | 0.4% | 2026-Q2 |
| Counterweight Ventures, LLC trimmed | 45,886 | $3M | 0.4% | 2026-Q2 |
| FORTE ASSET MANAGEMENT LLC trimmed | 45,786 | $3M | 0.4% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 45,030 | $3M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 43,048 | $3M | 0.3% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 42,340 | $2M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 40,417 | $2M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 39,354 | $2M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 38,505 | $2M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 38,071 | $2M | 0.3% | 2026-Q2 |
| Waterloo Capital, L.P. added | 37,731 | $2M | 0.3% | 2026-Q2 |
| First Citizens Financial Corp trimmed | 35,636 | $2M | 0.3% | 2026-Q2 |
| Wealthstar Advisors, LLC trimmed | 35,097 | $2M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 35,077 | $2M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 34,644 | $2M | 0.3% | 2026-Q2 |
| Creative Planning added | 30,207 | $2M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 29,900 | $2M | 0.2% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 28,722 | $2M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 28,690 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 28,337 | $2M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 27,904 | $2M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 26,665 | $2M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 26,371 | $1M | 0.2% | 2026-Q2 |
| Ballew Advisors, Inc trimmed | 25,691 | $1M | 0.2% | 2026-Q2 |
| Foundation Wealth Management, LLC trimmed | 25,534 | $1M | 0.2% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 25,281 | $1M | 0.2% | 2026-Q2 |
| Csenge Advisory Group added | 24,304 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 24,019 | $1M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC trimmed | 23,926 | $1M | 0.2% | 2026-Q2 |
| Allen Investment Management, LLC | 23,562 | $1M | 0.2% | 2026-Q2 |
| ROCKLAND TRUST CO | 22,566 | $1M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 22,459 | $1M | 0.2% | 2026-Q2 |
| Asempa Wealth Advisors added | 22,356 | $1M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 21,485 | $1M | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 20,359 | $1M | 0.2% | 2026-Q2 |
| Commonwealth Retirement Investments LLC | 20,141 | $1M | 0.2% | 2026-Q2 |
| Wealth Management Partners, LLC trimmed | 20,133 | $1M | 0.2% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 19,929 | $1M | 0.2% | 2026-Q2 |
| Eddie Patel Inc new | 19,783 | $1M | 0.2% | 2026-Q2 |
| KKM Financial LLC | 19,268 | $1M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 19,102 | $1M | 0.1% | 2026-Q2 |
| AK GLOBAL ASSET MANAGEMENT, LLC added | 18,832 | $3M | 0.4% | 2026-Q2 |
| Balboa Wealth Partners new | 18,305 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 18,130 | $1M | 0.1% | 2026-Q2 |
| Brendel Financial Advisors LLC new | 17,948 | $1M | 0.1% | 2026-Q2 |
| LIBERTY WEALTH MANAGEMENT LLC | 17,773 | $1M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 17,389 | $984K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 17,365 | $983K | 0.1% | 2026-Q2 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC trimmed | 16,718 | $946K | 0.1% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC added | 16,256 | $920K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 16,241 | $919K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 15,849 | $897K | 0.1% | 2026-Q2 |
| Headlands Technologies LLC trimmed | 15,228 | $862K | 0.1% | 2026-Q2 |
| Ironwood Financial, llc trimmed | 14,377 | $867K | 0.1% | 2026-Q2 |
| Northwest Wealth Advisors, LLC added | 14,350 | $812K | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 14,133 | $800K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.