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iShares US Oil & Gas Exploration & Production ETF
IEO

Overview Fund Activity

176 hedge funds and large institutions have $303M invested in iShares US Oil & Gas Exploration & Production ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 30 closing their positions.

Holders
176
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
57
Reduced
59
Closed
30
Calls
$5.41M
Puts
$5.33M
Net Calls
+$86K
Net Calls Change
+$4.6M

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$14.3M
2
MWM
2
MinichMacGregor Wealth Management
New York
$6.72M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.94M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.82M
5
CAN
5
Cetera Advisor Networks
California
$1.49M

Top Sellers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$51.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.34M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.28M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$99.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
101
Dakota Wealth Management
Florida
$248K +$248K +2,320 New
FHA
102
First Horizon Advisors
Tennessee
$242K – – –
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$237K -$152K -1,420 -39%
SMFG
104
Sumitomo Mitsui Financial Group
Japan
$236K -$17.9K -167 -7%
HIA
105
Harbor Investment Advisory
Maryland
$219K -$188K -1,756 -46%
SFA
106
Sequoia Financial Advisors
Ohio
$218K +$218K +2,033 New
PCIA
107
Prime Capital Investment Advisors
Kansas
$217K +$217K +2,033 New
PJSIMP
108
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K +$215K +2,012 New
PMG
109
ProVise Management Group
Florida
$215K +$215K +2,010 New
PCS
110
Personal CFO Solutions
New Jersey
$214K +$214K +2,000 New
William Blair & Company
111
William Blair & Company
Illinois
$211K -$13.8K -129 -6%
CCM
112
Coldstream Capital Management
Washington
$210K +$210K +1,963 New
MOS
113
MGO One Seven
Ohio
$207K +$207K +1,936 New
CF
114
Centaurus Financial
California
$204K +$204K +1,909 New
AWM
115
Avior Wealth Management
Nebraska
$195K – – –
Simplex Trading
116
Simplex Trading
Illinois
$192K +$72.7K +682 +61%
PA
117
Parallel Advisors
California
$190K +$535 +5 +0.3%
AA
118
Ancora Advisors
Ohio
$148K -$7.27K -68 -5%
SSB
119
Sandy Spring Bank
Maryland
$136K +$123K +1,150 +935%
EWA
120
EverSource Wealth Advisors
Alabama
$123K -$22.7K -218 -16%
RTL
121
Red Tortoise LLC
Georgia
$119K +$119K +1,109 New
IA
122
IFP Advisors
Florida
$112K -$89.9K -840 -44%
GT
123
Glenmede Trust
Pennsylvania
$109K – – –
HI
124
Harbour Investments
Wisconsin
$105K +$8.13K +76 +8%
SPIA
125
Steward Partners Investment Advisory
New York
$104K +$85.7K +801 +458%
3 4
5
6 7