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iShares US Oil & Gas Exploration & Production ETF
IEO

Overview Fund Activity

178 hedge funds and large institutions have $540M 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, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
56
Reduced
59
Closed
28
Calls
$5.99M
Puts
$10.5M
Net Calls
-$4.51M
Net Calls Change
-$5.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.8M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.72M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$4.6M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$8.1M
5
CCM
5
Canal Capital Management
Virginia
$2.89M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.36M
2
Bank of America
2
Bank of America
North Carolina
$17.3M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$197M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.35M
5
TFA
5
Teamwork Financial Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
V
51
ViaWealth
Kansas
$1.28M +$133K +1,431 +12%
WMP
52
Wealth Management Partners
Arizona
$1.24M +$136K +1,462 +12%
KWM
53
Kingsview Wealth Management
Oregon
$1.21M +$1.21M +13,011 New
Prudential Financial
54
Prudential Financial
New Jersey
$1.21M +$242K +2,597 +25%
AGAM
55
Audent Global Asset Management
California
$1.17M -$360K -3,866 -24%
EH
56
Equitable Holdings
New York
$1.03M +$200K +2,144 +24%
PAG
57
Private Advisor Group
New Jersey
$1.02M +$364K +3,909 +56%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$992K +$992K +10,638 New
SG Americas Securities
59
SG Americas Securities
New York
$923K – – –
Renaissance Technologies
60
Renaissance Technologies
New York
$885K +$885K +9,500 New
MA
61
Mezzasalma Advisors
New Jersey
$807K +$155K +1,666 +24%
Jane Street
62
Jane Street
New York
$806K +$806K +8,648 New
GIA
63
Guyasuta Investment Advisors
Pennsylvania
$791K +$46.6K +500 +6%
MAA
64
Mraz Amerine & Associates
California
$765K -$3.17K -34 -0.4%
CAM
65
Cypress Asset Management
Texas
$758K -$28.1K -301 -4%
JWCA
66
J.W. Cole Advisors
Florida
$754K +$76.8K +824 +11%
SI
67
Stephens Inc
Arkansas
$733K -$18.8K -202 -3%
EWM
68
Endowment Wealth Management
Wisconsin
$657K +$5.13K +55 +0.8%
WP
69
Westmount Partners
California
$649K +$2.89K +31 +0.4%
FFA
70
First Foundation Advisors
California
$637K +$177K +1,897 +38%
AAS
71
Avantax Advisory Services
Texas
$630K +$124K +1,329 +24%
VWA
72
Visionary Wealth Advisors
Illinois
$630K -$1.03K -11 -0.2%
Creative Planning
73
Creative Planning
Kansas
$591K -$192K -2,057 -24%
WS
74
Wedbush Securities
California
$588K +$1.58K +17 +0.3%
CAN
75
Cetera Advisor Networks
California
$580K +$107K +1,151 +23%
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