iShares US Oil & Gas Exploration & Production ETF
IEO
179 hedge funds and large institutions have $541M invested in iShares US Oil & Gas Exploration & Production ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 29 closing their positions.
6.2% more ownership
Funds ownership: 67.22% → 73.42% (+6.2%)
7% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 60
2% less funds holding
Funds holding: 183 → 179 (-4)
10% less capital invested
Capital invested by funds: $601M → $541M (-$60.5M)
10% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 29
43% less call options, than puts
Call options by funds: $5.99M | Put options by funds: $10.5M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.6M |
| 2 |
Two Sigma Investments
New York
|
+$5.83M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$4.68M |
| 4 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$3.09M |
| 5 |
CCM
Canal Capital Management
Richmond,
Virginia
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$70.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$16.1M |
| 3 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$5.8M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.15M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.06M |
IEO Hedge Fund Activity: Q4 2023 in Review
179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q4 2023, worth a combined $541M — down 10% from $601M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of IEO and 26 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 56 added.
The largest buyer was Morgan Stanley, adding an estimated $30.6M. The largest seller was JP Morgan Chase, cutting an estimated $70.5M.
- 179 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q4 2023, down from 183 in Q3 2023.
- Funds reported $541M of iShares US Oil & Gas Exploration & Production ETF stock for Q4 2023, down 10% quarter-over-quarter.
- 26 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q4 2023 and 29 closed out, a net change of -3 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q4 2023 was Morgan Stanley, an estimated $30.6M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q4 2023 was JP Morgan Chase, an estimated $70.5M sold.
Based on aggregated 13F filings for Q4 2023.