iShares US Oil & Gas Exploration & Production ETF
IEO
99 hedge funds and large institutions have $141M invested in iShares US Oil & Gas Exploration & Production ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 18 closing their positions.
65% more call options, than puts
Call options by funds: $1.78M | Put options by funds: $1.08M
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
33% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 24
9% more capital invested
Capital invested by funds: $129M → $141M (+$11.5M)
8% more funds holding
Funds holding: 92 → 99 (+7)
0.25% less ownership
Funds ownership: 44.02% → 43.77% (-0.25%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$10M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.49M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.34M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.21M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$8.71M |
| 2 |
EE
EWG Elevate
Roseville,
California
|
-$6.92M |
| 3 |
Jane Street
New York
|
-$6.17M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.28M |
IEO Hedge Fund Activity: Q4 2021 in Review
99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q4 2021, worth a combined $141M — up 8.9% from $129M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IEO positions and 18 closed out — a net gain of 8 holders — while 32 added to existing stakes and 24 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $10M. The largest seller was MinichMacGregor Wealth Management, exiting entirely with an estimated $8.71M sold.
- 99 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q4 2021, up from 92 in Q3 2021.
- Funds reported $141M of iShares US Oil & Gas Exploration & Production ETF stock for Q4 2021, up 8.9% quarter-over-quarter.
- 26 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q4 2021 and 18 closed out, a net change of +8 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q4 2021 was Goldman Sachs, an estimated $10M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q4 2021 was MinichMacGregor Wealth Management, an estimated $8.71M sold.
Based on aggregated 13F filings for Q4 2021.