iShares US Oil & Gas Exploration & Production ETF
IEO
168 hedge funds and large institutions have $235M invested in iShares US Oil & Gas Exploration & Production ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 69 reducing their positions, and 28 closing their positions.
1% more call options, than puts
Call options by funds: $1.99M | Put options by funds: $1.98M
0.93% more ownership
Funds ownership: 38.36% → 39.29% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 183 → 168 (-15)
17% less capital invested
Capital invested by funds: $284M → $235M (-$48.9M)
39% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 69
50% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 28
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$10.7M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$8.04M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.62M |
| 4 |
Jane Street
New York
|
+$1.52M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.23M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$10.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.19M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.65M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.62M |
| 5 |
Two Sigma Investments
New York
|
-$3.58M |
IEO Hedge Fund Activity: Q3 2024 in Review
168 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q3 2024, worth a combined $235M — down 17% from $284M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of IEO and 14 opened new positions — a net loss of 14 holders — while 69 trimmed existing stakes and 42 added.
The largest buyer was Goldman Sachs, adding an estimated $10.7M. The largest seller was Morgan Stanley, cutting an estimated $10.6M.
- 168 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q3 2024, down from 183 in Q2 2024.
- Funds reported $235M of iShares US Oil & Gas Exploration & Production ETF stock for Q3 2024, down 17% quarter-over-quarter.
- 14 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q3 2024 and 28 closed out, a net change of -14 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q3 2024 was Goldman Sachs, an estimated $10.7M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q3 2024 was Morgan Stanley, an estimated $10.6M sold.
Based on aggregated 13F filings for Q3 2024.