We are live on ! Find out more
IEO icon

iShares US Oil & Gas Exploration & Production ETF
IEO

154 hedge funds and large institutions have $161M invested in iShares US Oil & Gas Exploration & Production ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.21M

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

2% more funds holding

Funds holding: 151 → 154 (+3)

0.15% more ownership

Funds ownership: 38.21% → 38.36% (+0.15%)

10% less capital invested

Capital invested by funds: $179M → $161M (-$17.8M)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
35
Reduced
50
Closed
16
Calls
$1.61M
Puts
$1.21M
Net Calls
+$393K
Net Calls Change
-$1.4M

Top Buyers

1
AC
AlphaCore Capital
California
+$2.38M
2
BPC
Bearing Point Capital
Minnesota
+$1.36M
3
Jane Street
Jane Street
New York
+$886K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$821K
5
FIA
Foundations Investment Advisors
Arizona
+$798K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.91M
2
Bank of America
Bank of America
North Carolina
-$4.73M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.48M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
101
Winch Advisory Services
Wisconsin
$39.1K -$2K -22 -5%
NA
102
NewEdge Advisors
Louisiana
$36.4K -$52.4K -575 -58%
AIM
103
Anchor Investment Management
South Carolina
$36.1K – – –
PA
104
Parallel Advisors
California
$34.3K +$182 +2 +0.5%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$32.1K – – –
HNB
106
Hilltop National Bank
Wyoming
$28.1K – – –
MCM
107
MAI Capital Management
Ohio
$26K – – –
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$24.6K +$182 +2 +0.7%
KFP
109
Kerr Financial Planning
California
$24.4K – – –
CRI
110
Commonwealth Retirement Investments
Virginia
$22.7K +$23.1K +254 New
NECFA
111
New England Capital Financial Advisors
Connecticut
$20.1K – – –
TSMHT
112
Thurston Springer Miller Herd & Titak
Indiana
$20K +$2.19K +24 +12%
AAP
113
Arax Advisory Partners
Colorado
$19.8K +$20.2K +222 New
WT
114
Whittier Trust
California
$18.3K – – –
HR
115
Howe & Rusling
New York
$18.1K – – –
CSC
116
Caldwell Sutter Capital
California
$17.9K – – –
GSWM
117
Golden State Wealth Management
California
$17.9K – – –
BlackRock
118
BlackRock
New York
$17.9K +$18.2K +200 New
HHCP
119
Hilton Head Capital Partners
South Carolina
$17.9K +$18.2K +200 New
BLC
120
Brown, Lisle/Cummings
Rhode Island
$16.7K – – –
HI
121
Harbour Investments
Wisconsin
$15.7K – – –
GAMC
122
Garner Asset Management Corp
Texas
$14.9K +$15.2K +167 New
AWM
123
Abound Wealth Management
Tennessee
$14.1K – – –
HWM
124
HighMark Wealth Management
Minnesota
$14K +$91 +1 +0.6%
LFG
125
Larson Financial Group
Missouri
$14K +$91 +1 +0.6%
3 4
5
6 7

IEO Hedge Fund Activity: Q4 2025 in Review

154 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q4 2025, worth a combined $161M — down 9.9% from $179M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IEO positions and 16 closed out — a net gain of 5 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was AlphaCore Capital, opening a new position worth an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $5.91M.

  • 154 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q4 2025, up from 151 in Q3 2025.
  • Funds reported $161M of iShares US Oil & Gas Exploration & Production ETF stock for Q4 2025, down 9.9% quarter-over-quarter.
  • 21 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q4 2025 and 16 closed out, a net change of +5 holders.
  • The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q4 2025 was AlphaCore Capital, an estimated $2.38M added.
  • The largest iShares US Oil & Gas Exploration & Production ETF seller in Q4 2025 was Morgan Stanley, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2025.