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iShares US Oil & Gas Exploration & Production ETF
IEO

Overview Fund Activity

177 hedge funds and large institutions have $518M invested in iShares US Oil & Gas Exploration & Production ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+15
Holders Change %
+9.26%
% 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
64
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
$20.5M
2
Citadel Advisors
Citadel Advisors
Florida
$8.85M
3
Bank of America
Bank of America
North Carolina
$33.1M
4
RAM
Riggs Asset Management
Pennsylvania
$6.55M
5
Wells Fargo
Wells Fargo
California
$49.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$3.01M
2
MA
Mutual Advisors
Nebraska
$1.57M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.1M
4
HighTower Advisors
HighTower Advisors
Illinois
$635K
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$71K +$557 +6 +0.8%
TSWM
127
Tyler-Stone Wealth Management
Ohio
$59K +$185 +2 +0.3%
TWM
128
Tradition Wealth Management
Minnesota
$56K -$18.7K -200 -25%
WFA
129
Wells Financial Advisors
Massachusetts
$55.7K – – –
ACA
130
Atlas Capital Advisors
Wyoming
$48.3K +$48.3K +520 New
HCM
131
Hollencrest Capital Management
California
$46.4K +$46.4K +500 New
TRCT
132
Tower Research Capital (TRC)
New York
$43K -$467K -5,075 -92%
AP
133
Advisors Preferred
Maryland
$41.8K -$71.6K -811 -63%
PK
134
Pflug Koory
Nebraska
$41K – – –
GI
135
Gradient Investments
Minnesota
$39K +$22.8K +245 +140%
AWM
136
Accurate Wealth Management
Florida
$38.9K +$38.9K +421 New
CG
137
Cutler Group
California
$37K +$37K +400 New
FCMT
138
Founders Capital Management (Texas)
Texas
$33K +$4.71K +50 +17%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$31.8K -$83.8K -902 -73%
CS
140
Comerica Securities
Michigan
$29.5K +$29.5K +318 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$28K +$4.66K +50 +20%
PFM
142
Phillips Financial Management
Indiana
$27.9K +$27.9K +300 New
FWA
143
Freedom Wealth Alliance
Wisconsin
$27.9K +$27.9K +300 New
CFGS
144
Concourse Financial Group Securities
Alabama
$26.7K +$26.7K +288 New
GRP
145
Global Retirement Partners
California
$26.3K +$1.39K +15 +6%
HWM
146
HighMark Wealth Management
Minnesota
$22.5K +$279 +3 +1%
TWC
147
TD Waterhouse Canada
Ontario, Canada
$22.1K – – –
NECFA
148
New England Capital Financial Advisors
Connecticut
$21.7K +$21.7K +225 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$18.6K +$10.2K +110 +122%
CSC
150
Caldwell Sutter Capital
California
$18.6K +$18.6K +200 New
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