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iShares US Oil & Gas Exploration & Production ETF
IEO

Overview Fund Activity

178 hedge funds and large institutions have $540M invested in iShares US Oil & Gas Exploration & Production ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
56
Reduced
59
Closed
28
Calls
$5.99M
Puts
$10.5M
Net Calls
-$4.51M
Net Calls Change
-$5.29M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.8M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.72M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$4.6M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$8.1M
5
CCM
5
Canal Capital Management
Virginia
$2.89M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.36M
2
Bank of America
2
Bank of America
North Carolina
$17.3M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$197M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.35M
5
TFA
5
Teamwork Financial Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
126
Glenmede Trust
Pennsylvania
$95.3K – – –
Comerica Bank
127
Comerica Bank
Texas
$88.7K -$13.4K -144 -13%
NS
128
NBC Securities
Alabama
$86K -$5.55K -60 -6%
HI
129
Harbour Investments
Wisconsin
$84.4K +$280 +3 +0.3%
WTC
130
WhitTier Trust Company
Nevada
$74.6K – – –
TSWM
131
Tyler-Stone Wealth Management
Ohio
$59.8K +$186 +2 +0.3%
WFA
132
Wells Financial Advisors
Massachusetts
$55.9K – – –
WAS
133
Winch Advisory Services
Wisconsin
$51.6K -$20K -214 -28%
HCM
134
Hollencrest Capital Management
California
$46.6K – – –
GI
135
Gradient Investments
Minnesota
$39.4K – – –
AIM
136
Anchor Investment Management
South Carolina
$37.6K – – –
HGERS
137
Householder Group Estate & Retirement Specialist
Arizona
$33K +$558 +6 +2%
FCMT
138
Founders Capital Management (Texas)
Texas
$32.6K – – –
GRP
139
Global Retirement Partners
California
$31.1K +$10.2K +115 +49%
CMA
140
Cedar Mountain Advisors
Oregon
$23.8K – – –
GWSG
141
GPS Wealth Strategies Group
Colorado
$23.3K – – –
HWM
142
HighMark Wealth Management
Minnesota
$23.3K +$372 +4 +2%
NECFA
143
New England Capital Financial Advisors
Connecticut
$21K – – –
SWM
144
Spire Wealth Management
Virginia
$20.7K -$46.2K -524 -69%
AF
145
Allworth Financial
California
$20.5K +$20.5K +220 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$20.2K +$19.9K +214 +7,133%
WT
147
Whittier Trust
California
$18.9K – – –
CWC
148
Carolinas Wealth Consulting
North Carolina
$18.8K +$186 +2 +1%
HR
149
Howe & Rusling
New York
$18.7K +$280 +3 +2%
CSC
150
Caldwell Sutter Capital
California
$18.6K – – –
4 5
6
7 8