IYE

Ishares U.s. Energy ETF

+$384.0M

Net Activity

Institutions Holding

333

Popularity Rank

#1781

Avg Weight

0.16%

Total Value

$969.2M

Ownership Trend

333 institutions currently hold IYE, with 173 net buyers and 100 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

100

Net Buying Institutions

173

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$116.8M
BO
Bank Of America CORP /de/
$98.9M
PC
PGIM Custom Harvest LLC
$94.5M
WF
Wells Fargo & Company/mn
$62.9M
GS
Goldman Sachs Group INC
$46.8M

Top 5 by Conviction

WA
WealthCare Asset Management, LLC
8.95%
RA
Rps Advisory Solutions LLC
4.92%
BR
Bright Rock Capital Management, LLC
3.84%
AF
Artesa Financial Group, LLC
2.97%
FA
Forte Asset Management LLC
1.85%
View all 333 holding institutions

Quarterly Activity

Recent Activity

+$759.3M

Total Buy Value

$198.6M

Total Sell Value

New buy79
Trim84
Add94
Sold out16

173

Net Buyers

100

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES U.S. ENERGY ETF (IYE)?
Major stakeholders currently include Morgan Stanley ($116.8M), Bank Of America CORP /de/ ($98.9M), PGIM Custom Harvest LLC ($94.5M). Based on the latest 13F filings, there are a total of 333 tracked investment funds and institutions maintaining positions in IYE.
What is the overall institutional sentiment toward IYE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $384.0M, driven by 173 managers accumulating shares while 100 reduced their exposure.
Which institutions have been selling or reducing their IYE positions?
In the latest period, 84 funds trimmed their holdings, and 16 managers completely exited their positions. The aggregate reported sell value was $198.6M.
Are there any notable investors adding IYE to their portfolios?
Yes, buying activity remains notable. 79 institutions opened new positions in {ticker}, and 94 existing holders added to their shares. The total reported buy value for the quarter amounted to $759.3M.

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