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iShares US Oil & Gas Exploration & Production ETF
IEO

178 hedge funds and large institutions have $519M invested in iShares US Oil & Gas Exploration & Production ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

50% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $7.74M

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

25% more capital invested

Capital invested by funds: $415M → $519M (+$104M)

9% more funds holding

Funds holding: 163 → 178 (+15)

1.29% more ownership

Funds ownership: 47.43% → 48.72% (+1.3%)

Holders
178
Holders Change
+15
Holders Change %
+9.2%
% of All Funds
2.86%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
40
Increased
65
Reduced
49
Closed
19
Calls
$11.6M
Puts
$7.74M
Net Calls
+$3.86M
Net Calls Change
+$432K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$8.64M
3
Bank of America
Bank of America
North Carolina
+$8.52M
4
RAM
Riggs Asset Management
Pennsylvania
+$6.41M
5
Wells Fargo
Wells Fargo
California
+$6.25M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$8.35M
2
MA
Mutual Advisors
Nebraska
-$2.65M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.56M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.03M
5
HF
HRT Financial
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
101
Summit Trail Advisors
New York
$270K – – –
SS
102
Sunbelt Securities
Texas
$261K +$273K +2,815 New
Citigroup
103
Citigroup
New York
$255K – – –
RJT
104
Raymond James Trust
Florida
$255K +$15K +155 +6%
FIA
105
Foundations Investment Advisors
Arizona
$253K -$9.7K -100 -4%
LSA
106
L & S Advisors
California
$248K -$38.8K -400 -13%
FTS
107
Fifth Third Securities
Ohio
$247K +$258K +2,660 New
PCA
108
Personal Capital Advisors
California
$233K – – –
FT
109
Fiduciary Trust
Massachusetts
$231K – – –
ECG
110
Edge Capital Group
Georgia
$228K – – –
FHA
111
First Horizon Advisors
Tennessee
$226K – – –
BRWA
112
B. Riley Wealth Advisors
Florida
$217K +$226K +2,332 New
SAF
113
Smith Anglin Financial
Texas
$216K +$225K +2,324 New
Two Sigma Investments
114
Two Sigma Investments
New York
$214K +$223K +2,300 New
EL
115
EMFO LLC
Florida
$186K -$291K -3,000 -60%
AA
116
Ancora Advisors
Ohio
$184K +$119K +1,226 +164%
CS
117
Credit Suisse
Switzerland
$180K -$18.6K -192 -9%
AWM
118
Avior Wealth Management
Nebraska
$169K -$209K -2,150 -54%
KIA
119
Kraematon Investment Advisors
Massachusetts
$138K +$145K +1,490 New
AIC
120
Ayalon Insurance Company
Israel
$131K – – –
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$108K +$98.4K +1,015 +646%
WAS
122
Winch Advisory Services
Wisconsin
$103K -$20.5K -211 -16%
CT
123
Colonial Trust
South Carolina
$99.5K +$104K +1,071 New
GT
124
Glenmede Trust
Pennsylvania
$95K +$46.1K +475 +87%
BAM
125
Belpointe Asset Management
Nevada
$80.9K +$84.4K +870 New
3 4
5
6 7

IEO Hedge Fund Activity: Q4 2022 in Review

178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q4 2022, worth a combined $519M — up 25% from $415M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IEO positions and 19 closed out — a net gain of 21 holders — while 65 added to existing stakes and 49 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.4M. The largest seller was Goldman Sachs, cutting an estimated $8.35M.

  • 178 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q4 2022, up from 163 in Q3 2022.
  • Funds reported $519M of iShares US Oil & Gas Exploration & Production ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 40 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q4 2022 and 19 closed out, a net change of +21 holders.
  • The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $10.4M added.
  • The largest iShares US Oil & Gas Exploration & Production ETF seller in Q4 2022 was Goldman Sachs, an estimated $8.35M sold.

Based on aggregated 13F filings for Q4 2022.