IYE · Insider trading · 13F holders · Congress trades
iShares US Energy ETF (IYE)
Who is buying and selling IYE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 25
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
IYE at a glance
- No open-market insider purchases or sales of IYE were filed in the last 90 days.
- 25 13F filers hold IYE among their 50 largest positions, worth $173.7M combined. The biggest bets by portfolio weight are Summit Financial Consulting LLC (6.4%), Camarda Financial Advisors, LLC (4.1%) and Artesa Financial Group, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- Members of Congress have disclosed 1 IYE trade since 2018, 0 purchases and 1 sale in the past year; the latest was Shelley Moore Capito (R-WV), selling $15K–50K on Apr 24, 2018.
- IYE last closed at $73.34 on Oct 30, 2026.
IYE insider trading
No open-market insider purchases or sales of IYE were filed in the last 90 days.
Who owns IYE? Hedge funds and superinvestors
25 13F filers hold IYE among their 50 largest positions, worth $173.7M combined. The biggest bets by portfolio weight are Summit Financial Consulting LLC (6.4%), Camarda Financial Advisors, LLC (4.1%) and Artesa Financial Group, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| PGIM Custom Harvest LLCWealth manager | 1.1% | $88.7M | 1,567,303 | +7.4% shares | Q2 2026 |
| Three Seasons Wealth, LLCWealth manager | 1.7% | $19.1M | 337,812 | +422.2% shares | Q2 2026 |
| Camarda Financial Advisors, LLCWealth manager | 4.1% | $13.5M | 239,220 | — | Q2 2026 |
| Summit Financial Consulting LLCWealth manager | 6.4% | $8.8M | 135,494 | +3.1% shares | Q3 2026 |
| Bright Rock Capital Management, LLCMutual fund manager | 1.2% | $6.5M | 100,000 | +0.0% shares | Q3 2026 |
| USA Financial FormulasWealth manager | 1.0% | $5.6M | 98,658 | — | Q2 2026 |
| Gerald Baker Financial Group LLCWealth manager | 1.0% | $3.5M | 53,341 | -0.3% shares | Q3 2026 |
| Ak Global Asset Management, LLCWealth manager | 2.5% | $3.2M | 18,832 | +0.0% shares | Q3 2026 |
| Artesa Financial Group, LLCWealth manager | 2.5% | $3.1M | 48,413 | +0.2% shares | Q3 2026 |
| Advisortrust Partners, LLCWealth manager | 1.0% | $3.0M | 53,884 | — | Q2 2026 |
| Counterweight Ventures, LLCWealth manager | 1.3% | $2.6M | 45,886 | -1.0% shares | Q2 2026 |
| First Citizens Financial CorpWealth manager | 1.0% | $2.3M | 35,451 | -0.5% shares | Q3 2026 |
| Wealthstar Advisors, LLCWealth manager | 1.2% | $2.3M | 34,757 | -1.0% shares | Q3 2026 |
| Forte Asset Management LLCWealth manager | 0.7% | $1.7M | 26,570 | -42.0% shares | Q3 2026 |
| Foundation Wealth Management, LLCWealth manager | 0.9% | $1.6M | 25,085 | -1.8% shares | Q3 2026 |
| Ballew Advisors, IncInstitutional asset manager | 0.8% | $1.6M | 23,960 | -6.7% shares | Q3 2026 |
| Asempa Wealth AdvisorsWealth manager | 1.1% | $1.4M | 20,674 | -7.5% shares | Q3 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 0.8% | $1.3M | 19,737 | -1.0% shares | Q3 2026 |
| Lee Johnson Capital Management, LLCWealth manager | 0.3% | $946K | 16,718 | -4.1% shares | Q2 2026 |
| Northwest Wealth Advisors, LLCWealth manager | 0.5% | $812K | 14,350 | +19.6% shares | Q2 2026 |
| Concord Investment Counsel Inc.Wealth manager | 0.2% | $614K | 10,857 | +0.0% shares | Q2 2026 |
| CrossGen Wealth, LLCWealth manager | 0.4% | $528K | 9,322 | +1.5% shares | Q2 2026 |
| Adirondack Capital Advisors, LLCWealth manager | 0.2% | $393K | 6,060 | +0.0% shares | Q3 2026 |
| Kilter Group LLCWealth manager | 0.1% | $377K | 6,657 | +0.0% shares | Q2 2026 |
| Nearside Advisors, LLCWealth manager | 0.2% | $251K | 3,867 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 11). Screen IYE in the grand portfolio →
IYE stock trades by members of Congress
Members of Congress have disclosed 1 IYE trade since 2018, 0 purchases and 1 sale in the past year; the latest was Shelley Moore Capito (R-WV), selling $15K–50K on Apr 24, 2018.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| May 9, 2019 | Shelley Moore CapitoR-WV · Senate | Sale | $15K–50K | Apr 24, 2018 | +83.3% |
IYE questions and answers
Are insiders buying IYE stock?
No open-market insider purchases or sales of IYE were filed in the last 90 days.
Which hedge funds own IYE?
25 13F filers hold IYE among their 50 largest positions, worth $173.7M combined. The biggest bets by portfolio weight are Summit Financial Consulting LLC (6.4%), Camarda Financial Advisors, LLC (4.1%) and Artesa Financial Group, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded IYE?
Members of Congress have disclosed 1 IYE trade since 2018, 0 purchases and 1 sale in the past year; the latest was Shelley Moore Capito (R-WV), selling $15K–50K on Apr 24, 2018.
Who is the largest holder of IYE?
Among 13F filers, PGIM Custom Harvest LLC reports the largest IYE position, $88.7M (1,567,303 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Summit Financial Consulting LLC's: 6.4% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.