iShares US Oil & Gas Exploration & Production ETF
IEO
183 hedge funds and large institutions have $284M invested in iShares US Oil & Gas Exploration & Production ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 22 closing their positions.
52% more call options, than puts
Call options by funds: $5.46M | Put options by funds: $3.58M
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
3% more funds holding
Funds holding: 177 → 183 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 39.39% → 38.36% (-1%)
6% less capital invested
Capital invested by funds: $303M → $284M (-$18.9M)
21% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Altus Wealth Management
Ft Mitchell,
Kentucky
|
+$10.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.49M |
| 3 |
HF
HRT Financial
New York
|
+$4.07M |
| 4 |
Morgan Stanley
New York
|
+$2.86M |
| 5 |
Two Sigma Investments
New York
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$14.3M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$6.72M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.48M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.58M |
| 5 |
BFA
Benedict Financial Advisors
Atlanta,
Georgia
|
-$1.57M |
IEO Hedge Fund Activity: Q2 2024 in Review
183 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q2 2024, worth a combined $284M — down 6.2% from $303M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IEO positions and 22 closed out — a net gain of 8 holders — while 48 added to existing stakes and 61 trimmed.
The largest buyer was Altus Wealth Management, opening a new position worth an estimated $10.7M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $14.3M sold.
- 183 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q2 2024, up from 177 in Q1 2024.
- Funds reported $284M of iShares US Oil & Gas Exploration & Production ETF stock for Q2 2024, down 6.2% quarter-over-quarter.
- 30 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q2 2024 and 22 closed out, a net change of +8 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q2 2024 was Altus Wealth Management, an estimated $10.7M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q2 2024 was Redhawk Wealth Advisors, an estimated $14.3M sold.
Based on aggregated 13F filings for Q2 2024.