iShares US Oil & Gas Exploration & Production ETF
IEO
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.
39% more capital invested
Capital invested by funds: $161M → $222M (+$61.8M)
10.94% more ownership
Funds ownership: 42.22% → 53.16% (+11%)
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
7% less funds holding
Funds holding: 87 → 81 (-6)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
78% less call options, than puts
Call options by funds: $3.21M | Put options by funds: $14.9M
Top Buyers
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$81.6M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$3.6M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.07M |
| 4 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$1.95M |
| 5 |
EA
Edge Advisors
Atlanta,
Georgia
|
+$1.02M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.6M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$1.97M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.44M |
| 5 |
JP Morgan Chase
New York
|
-$1.43M |
IEO Hedge Fund Activity: Q1 2017 in Review
81 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q1 2017, worth a combined $222M — up 39% from $161M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IEO and 7 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 26 added.
The largest buyer was Clal Insurance, opening a new position worth an estimated $81.6M. The largest seller was Bank of America, cutting an estimated $5.8M.
- 81 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q1 2017, down from 87 in Q4 2016.
- Funds reported $222M of iShares US Oil & Gas Exploration & Production ETF stock for Q1 2017, up 39% quarter-over-quarter.
- 7 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q1 2017 and 11 closed out, a net change of -4 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q1 2017 was Clal Insurance, an estimated $81.6M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q1 2017 was Bank of America, an estimated $5.8M sold.
Based on aggregated 13F filings for Q1 2017.