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iShares US Oil & Gas Exploration & Production ETF

73 hedge funds and large institutions have $30.8M invested in iShares US Oil & Gas Exploration & Production ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.72% less ownership

Funds ownership: 43.38%32.65% (-11%)

12% less funds holding

Funds holding: 8373 (-10)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

71% less capital invested

Capital invested by funds: $105M → $30.8M (-$74M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
73
Holders Change
-10
Holders Change %
-12.05%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
17
Reduced
24
Closed
20
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$5.04M

IEO Hedge Fund Activity: Q1 2020 in Review

73 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q1 2020, worth a combined $30.8M — down 71% from $105M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IEO and 12 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 17 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $4.16M. The largest seller was Fidelity International, exiting entirely with an estimated $24.2M sold.

  • 73 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q1 2020, down from 83 in Q4 2019.
  • Funds reported $30.8M of iShares US Oil & Gas Exploration & Production ETF stock for Q1 2020, down 71% quarter-over-quarter.
  • 12 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q1 2020 and 20 closed out, a net change of -8 holders.
  • The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q1 2020 was Janney Montgomery Scott, an estimated $4.16M added.
  • The largest iShares US Oil & Gas Exploration & Production ETF seller in Q1 2020 was Fidelity International, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2020.