IEO icon

iShares US Oil & Gas Exploration & Production ETF

181 hedge funds and large institutions have $600M invested in iShares US Oil & Gas Exploration & Production ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+29
Holders Change %
+19.08%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
55
Reduced
45
Closed
8
Calls
$11.8M
Puts
$11M
Net Calls
+$782K
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
76
Mariner
Kansas
$506K +$134K +1,373 +36%
MWM
77
Meridian Wealth Management
Kentucky
$504K +$201K +2,061 +66%
LJAC
78
L.J. Altfest & Co
New York
$500K -$45K -462 -8%
Simplex Trading
79
Simplex Trading
Illinois
$496K +$307K +3,148 +162%
PC
80
Permanens Capital
New York
$495K +$495K +5,050 New
CAN
81
Cetera Advisor Networks
California
$494K +$112K +1,145 +29%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$491K +$491K +5,034 New
FFA
83
First Foundation Advisors
California
$482K +$482K +4,943 New
CAM
84
Cresset Asset Management
Illinois
$456K -$34.3K -350 -7%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$450K +$450K +4,610 New
FTS
86
Fifth Third Securities
Ohio
$417K +$11K +112 +3%
SPC
87
Sigma Planning Corp
Michigan
$414K +$71.6K +734 +21%
HIA
88
Harbor Investment Advisory
Maryland
$376K
SMFG
89
Sumitomo Mitsui Financial Group
Japan
$373K -$182K -1,864 -33%
BRWA
90
B. Riley Wealth Advisors
Florida
$352K +$92.3K +941 +35%
Invesco
91
Invesco
Georgia
$342K -$42K -431 -11%
PCM
92
Poehling Capital Management
Wisconsin
$341K
HighTower Advisors
93
HighTower Advisors
Illinois
$340K -$83.2K -857 -20%
JPLA
94
Joseph P. Lucia & Associates
New York
$329K -$46.3K -475 -12%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$319K +$28.9K +296 +10%
FT
96
Fiduciary Trust
Massachusetts
$293K
EWA
97
EverSource Wealth Advisors
Alabama
$293K -$39K -400 -12%
STA
98
Summit Trail Advisors
New York
$285K
APWA
99
Atlas Private Wealth Advisors
New Jersey
$283K
Citigroup
100
Citigroup
New York
$268K