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iShares US Oil & Gas Exploration & Production ETF

87 hedge funds and large institutions have $161M invested in iShares US Oil & Gas Exploration & Production ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

10% more funds holding

Funds holding: 7987 (+8)

5% more capital invested

Capital invested by funds: $153M → $161M (+$7.95M)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

1.39% less ownership

Funds ownership: 43.6%42.22% (-1.4%)

67% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $17.5M

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
23
Reduced
25
Closed
8
Calls
$5.75M
Puts
$17.5M
Net Calls
-$11.7M
Net Calls Change
-$9.49M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
26
M&T Bank
New York
$1.04M -$27.5K -438 -3%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$1.01M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$956K -$315K -5,029 -26%
EA
29
Edge Advisors
Georgia
$908K +$871K +13,890 New
Jane Street
30
Jane Street
New York
$886K -$2.49M -39,731 -75%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$879K +$634K +10,121 +305%
UCFA
32
United Capital Financial Advisors
Texas
$796K +$31.1K +496 +4%
WTC
33
WhitTier Trust Company
Nevada
$757K +$9.4K +150 +1%
PAG
34
Private Advisor Group
New Jersey
$743K -$12.8K -204 -2%
SI
35
Stephens Inc
Arkansas
$710K
V
36
Veritable
Delaware
$538K
CTA
37
Chesley Taft & Associates
Illinois
$461K -$31.3K -500 -7%
MFS
38
MSI Financial Services
Massachusetts
$451K +$17.6K +280 +4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$435K +$76K +1,213 +22%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$373K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$332K +$6.39K +102 +2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$330K -$1.77M -28,166 -85%
RVM
43
Robinson Value Management
Texas
$302K +$289K +4,611 New
Creative Planning
44
Creative Planning
Kansas
$296K +$3.51K +56 +1%
ECAM
45
East Coast Asset Management
Massachusetts
$288K
RJA
46
Raymond James & Associates
Florida
$278K +$266K +4,241 New
AG
47
Advisor Group
Arizona
$276K +$76.5K +1,220 +41%
NFG
48
Next Financial Group
Texas
$247K -$25.9K -413 -10%
FWCM
49
Ferguson Wellman Capital Management
Oregon
$240K +$229K +3,660 New
CHJWM
50
Carlton Hofferkamp & Jenks Wealth Management
Texas
$231K -$9.4K -150 -4%

IEO Hedge Fund Activity: Q4 2016 in Review

87 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q4 2016, worth a combined $161M — up 5.2% from $153M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IEO positions and 8 closed out — a net gain of 8 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $4.96M. The largest seller was UBS Group, cutting an estimated $4.6M.

  • 87 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q4 2016, up from 79 in Q3 2016.
  • Funds reported $161M of iShares US Oil & Gas Exploration & Production ETF stock for Q4 2016, up 5.2% quarter-over-quarter.
  • 16 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q4 2016 and 8 closed out, a net change of +8 holders.
  • The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q4 2016 was Bank of America, an estimated $4.96M added.
  • The largest iShares US Oil & Gas Exploration & Production ETF seller in Q4 2016 was UBS Group, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2016.