IEO icon

iShares US Oil & Gas Exploration & Production ETF
IEO

Overview Fund Activity

81 hedge funds and large institutions have $222M invested in iShares US Oil & Gas Exploration & Production ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
25
Closed
11
Calls
$3.22M
Puts
$14.9M
Net Calls
-$11.7M
Net Calls Change
+$61K

Top Buyers

1
CI
1
Clal Insurance
Israel
$79.5M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$4.45M
3
CS
3
Credit Suisse
Switzerland
$3.22M
4
WF
4
WealthTrust Fairport
Ohio
$3.57M
5
EA
5
Edge Advisors
Georgia
$1.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11M
2
UBS Group
2
UBS Group
Switzerland
$5.68M
3
VC
3
Vicus Capital
Pennsylvania
$0
4
LPL Financial
4
LPL Financial
California
$20.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$671K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$142K – – –
PSUF
52
People's United Financial
Connecticut
$75K -$34.9K -570 -32%
Barclays
53
Barclays
United Kingdom
$52K – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$48K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$39K +$12.6K +209 +48%
BKA
56
Brick & Kyle Associates
Pennsylvania
$37K – – –
GT
57
Glenmede Trust
Pennsylvania
$37K – – –
IA
58
IFP Advisors
Florida
$34K +$61 +1 +0.2%
GWM
59
Geneos Wealth Management
Colorado
$29K +$1.2K +20 +4%
FWM
60
Focused Wealth Management
New York
$24K +$62 +1 +0.3%
AIM
61
Advantage Investment Management
Iowa
$24K +$62 +1 +0.3%
Bessemer Group
62
Bessemer Group
New Jersey
$19K -$141K -2,254 -88%
NSIM
63
North Star Investment Management
Illinois
$16K +$60 +1 +0.4%
GI
64
Gradient Investments
Minnesota
$13K – – –
HR
65
Howe & Rusling
New York
$13K – – –
WA
66
WFG Advisors
Texas
$11K – – –
PA
67
Parallel Advisors
California
$11K – – –
PAI
68
Pittenger & Anderson Inc
Nebraska
$9K – – –
KF
69
Krilogy Financial
Missouri
$8K – – –
CFD
70
Creative Financial Designs
Indiana
$8K +$4.15K +70 +108%
CFS
71
Commonwealth Financial Services
West Virginia
$7K – – –
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
PS
73
Portfolio Solutions
Michigan
$5K +$5K +74 New
WT
74
Whittier Trust
California
$4K – – –
WIM
75
Westside Investment Management
California
$3.64K +$3.64K +60 New
1 2
3
4