We are live on ! Find out more
IEO icon

iShares US Oil & Gas Exploration & Production ETF
IEO

152 hedge funds and large institutions have $410M invested in iShares US Oil & Gas Exploration & Production ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

13% more funds holding

Funds holding: 134 → 152 (+18)

1% more capital invested

Capital invested by funds: $404M → $410M (+$5.89M)

1.38% less ownership

Funds ownership: 50.83% → 49.44% (-1.4%)

12% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $12.7M

Holders
152
Holders Change
+18
Holders Change %
+13.43%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
52
Reduced
41
Closed
21
Calls
$11.2M
Puts
$12.7M
Net Calls
-$1.53M
Net Calls Change
+$7.82M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.61M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.3M
3
Wells Fargo
Wells Fargo
California
+$6.24M
4
HF
HRT Financial
New York
+$4.52M
5
UBS Group
UBS Group
Switzerland
+$3.88M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.81M
2
MML Investors Services
MML Investors Services
Massachusetts
-$3.39M
3
Stifel Financial
Stifel Financial
Missouri
-$2.69M
4
Jane Street
Jane Street
New York
-$2.06M
5
FTUS
Flow Traders U.S.
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.06M +$968K +10,924 +403%
SWM
52
SeaCrest Wealth Management
New York
$1.03M +$263K +2,963 +29%
NA
53
NewEdge Advisors
Louisiana
$1.01M +$1.15M +12,947 New
AI
54
Atria Investments
North Carolina
$1M -$228K -2,576 -17%
Renaissance Technologies
55
Renaissance Technologies
New York
$911K +$133K +1,500 +15%
PAG
56
Private Advisor Group
New Jersey
$907K +$1.03M +11,647 New
TI
57
Telemetry Investments
New York
$778K +$886K +10,000 New
GCA
58
Genesee Capital Advisors
New York
$755K -$85.1K -960 -9%
GCP
59
Gill Capital Partners
Colorado
$744K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$740K +$843K +9,509 New
CAM
61
Cypress Asset Management
Texas
$728K +$286K +3,223 +53%
AWM
62
Avior Wealth Management
Nebraska
$695K – – –
SI
63
Saxon Interests
Texas
$662K +$754K +8,505 New
SPC
64
Sigma Planning Corp
Michigan
$631K -$177K -1,997 -20%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$625K -$69.3K -782 -9%
PA
66
Parallel Advisors
California
$623K +$324K +3,653 +84%
MWM
67
Meridian Wealth Management
Kentucky
$611K +$696K +7,852 New
OMC
68
Old Mission Capital
Illinois
$595K +$677K +7,646 New
Creative Planning
69
Creative Planning
Kansas
$590K +$9.13K +103 +1%
Invesco
70
Invesco
Georgia
$590K +$121K +1,364 +22%
MCWA
71
Meadow Creek Wealth Advisors
Georgia
$562K – – –
AF
72
Advisornet Financial
Minnesota
$561K +$279K +3,148 +78%
EWM
73
Endowment Wealth Management
Wisconsin
$535K +$886 +10 +0.1%
Prudential Financial
74
Prudential Financial
New Jersey
$515K +$242K +2,727 +74%
MAA
75
Mraz Amerine & Associates
California
$486K +$198K +2,233 +56%
1 2
3
4 5

IEO Hedge Fund Activity: Q2 2022 in Review

152 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q2 2022, worth a combined $410M — up 1.5% from $404M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IEO positions and 21 closed out — a net gain of 18 holders — while 52 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.61M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.81M.

  • 152 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q2 2022, up from 134 in Q1 2022.
  • Funds reported $410M of iShares US Oil & Gas Exploration & Production ETF stock for Q2 2022, up 1.5% quarter-over-quarter.
  • 39 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q2 2022 and 21 closed out, a net change of +18 holders.
  • The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q2 2022 was Morgan Stanley, an estimated $6.61M added.
  • The largest iShares US Oil & Gas Exploration & Production ETF seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $7.81M sold.

Based on aggregated 13F filings for Q2 2022.