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iShares US Oil & Gas Exploration & Production ETF

153 hedge funds and large institutions have $233M invested in iShares US Oil & Gas Exploration & Production ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $7.57M | Put options by funds: $3.89M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.85% less ownership

Funds ownership: 38.8%37.95% (-0.85%)

7% less funds holding

Funds holding: 165153 (-12)

18% less capital invested

Capital invested by funds: $284M → $233M (-$51.1M)

23% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 61

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

Holders
153
Holders Change
-12
Holders Change %
-7.27%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
47
Reduced
61
Closed
24
Calls
$7.57M
Puts
$3.89M
Net Calls
+$3.69M
Net Calls Change
-$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$333K -$28.6K -341 -8%
HIA
77
Harbor Investment Advisory
Maryland
$327K -$16.8K -200 -5%
JPLA
78
Joseph P. Lucia & Associates
New York
$327K -$8.31K -99 -3%
Mariner
79
Mariner
Kansas
$324K -$44.7K -532 -12%
SPC
80
Sigma Planning Corp
Michigan
$298K -$47.2K -562 -14%
PCM
81
Poehling Capital Management
Wisconsin
$297K
EWA
82
EverSource Wealth Advisors
Alabama
$289K -$16.5K -196 -5%
SS
83
Sunbelt Securities
Texas
$280K +$12.8K +152 +5%
MWM
84
Meridian Wealth Management
Kentucky
$264K -$24.8K -296 -9%
FT
85
Fiduciary Trust
Massachusetts
$255K
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$252K +$249K +2,970 New
STA
87
Summit Trail Advisors
New York
$247K
APWA
88
Atlas Private Wealth Advisors
New Jersey
$246K +$243K +2,900 New
KAS
89
Kestra Advisory Services
Texas
$237K -$18.9K -225 -7%
Citigroup
90
Citigroup
New York
$233K
BRWA
91
B. Riley Wealth Advisors
Florida
$225K +$23.7K +282 +12%
AA
92
Ancora Advisors
Ohio
$224K +$33.1K +394 +18%
William Blair & Company
93
William Blair & Company
Illinois
$220K +$5.04K +60 +2%
EFS
94
Essex Financial Services
Connecticut
$220K +$168 +2 +0.1%
KC
95
Knuff & Co
California
$216K -$315K -3,752 -60%
ECG
96
Edge Capital Group
Georgia
$208K
AR
97
Apeiron RIA
Texas
$207K -$303K -3,614 -60%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$205K -$16.5K -197 -8%
FHA
99
First Horizon Advisors
Tennessee
$205K -$2.52K -30 -1%
Simplex Trading
100
Simplex Trading
Illinois
$165K -$67.6K -805 -29%

IEO Hedge Fund Activity: Q2 2023 in Review

153 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q2 2023, worth a combined $233M — down 18% from $284M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IEO and 13 opened new positions — a net loss of 11 holders — while 61 trimmed existing stakes and 47 added.

The largest buyer was Goldman Sachs, adding an estimated $6.03M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 153 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q2 2023, down from 165 in Q1 2023.
  • Funds reported $233M of iShares US Oil & Gas Exploration & Production ETF stock for Q2 2023, down 18% quarter-over-quarter.
  • 13 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q2 2023 and 24 closed out, a net change of -11 holders.
  • The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q2 2023 was Goldman Sachs, an estimated $6.03M added.
  • The largest iShares US Oil & Gas Exploration & Production ETF seller in Q2 2023 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.