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iShares US Oil & Gas Exploration & Production ETF
IEO

Overview Fund Activity

167 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, 68 reducing their positions, and 28 closing their positions.

Holders
167
Holders Change
-15
Holders Change %
-8.24%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
42
Reduced
68
Closed
28
Calls
$1.99M
Puts
$1.98M
Net Calls
+$19K
Net Calls Change
-$1.86M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.7M
2
EWA
2
EP Wealth Advisors
California
$7.69M
3
MA
3
Mutual Advisors
Nebraska
$4.14M
4
Jane Street
4
Jane Street
New York
$1.46M
5
LPL Financial
5
LPL Financial
California
$10.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.8M
2
Bank of America
2
Bank of America
North Carolina
$11.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.93M
Name Market Value Shares Shares
Change 		Shares
Change %
HIA
101
Harbor Investment Advisory
Maryland
$187K 2,050 – –
SMFG
102
Sumitomo Mitsui Financial Group
Japan
$184K 2,023 -55 -3%
AWM
103
Avior Wealth Management
Nebraska
$167K 1,825 – –
CSB
104
City State Bank
Iowa
$165K 1,800 +100 +6%
SSB
105
Sandy Spring Bank
Maryland
$135K 1,473 +100 +7%
CF
106
Centaurus Financial
California
$126K 1,375 -30 -2%
AA
107
Ancora Advisors
Ohio
$108K 1,185 -202 -15%
RTL
108
Red Tortoise LLC
Georgia
$103K 1,121 +7 +0.6%
HI
109
Harbour Investments
Wisconsin
$99.3K 1,086 +127 +13%
GT
110
Glenmede Trust
Pennsylvania
$93.6K 1,023 – –
SPIA
111
Steward Partners Investment Advisory
New York
$89.3K 976 – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$89.2K 975 +359 +58%
NA
113
NewEdge Advisors
Louisiana
$85.5K 935 +189 +25%
PA
114
Parallel Advisors
California
$75.8K 829 -794 -49%
William Blair & Company
115
William Blair & Company
Illinois
$68.2K 745 -1,166 -61%
GM
116
GeoWealth Management
Illinois
$68.1K 745 +745 New
GRP
117
Global Retirement Partners
California
$67.3K 736 +22 +3%
WTC
118
WhitTier Trust Company
Nevada
$64K 700 -100 -13%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$64K 702 +15 +2%
NS
120
NBC Securities
Alabama
$55K 607 -221 -27%
HCM
121
Hollencrest Capital Management
California
$45.7K 500 – –
EWA
122
EverSource Wealth Advisors
Alabama
$41.2K 450 – –
WAS
123
Winch Advisory Services
Wisconsin
$41.1K 449 +3 +0.7%
AIM
124
Anchor Investment Management
South Carolina
$36.9K 404 – –
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$32.9K 360 – –
3 4
5
6 7