IEO icon

iShares US Oil & Gas Exploration & Production ETF
IEO

Overview Fund Activity

182 hedge funds and large institutions have $284M invested in iShares US Oil & Gas Exploration & Production ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
48
Reduced
60
Closed
22
Calls
$5.46M
Puts
$3.58M
Net Calls
+$1.88M
Net Calls Change
+$1.8M

Top Buyers

1
AWM
Altus Wealth Management
Kentucky
$10.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.97M
3
HF
HRT Financial
New York
$3.9M
4
Morgan Stanley
Morgan Stanley
New York
$51M
5
Two Sigma Investments
Two Sigma Investments
New York
$3.58M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
$0
2
MWM
MinichMacGregor Wealth Management
New York
$0
3
Ameriprise
Ameriprise
Minnesota
$7.02M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
5
Bank of America
Bank of America
North Carolina
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$74.2K +$70.2K +705 +1,720%
OFG
127
Oxford Financial Group
Indiana
$73.8K – – –
Simplex Trading
128
Simplex Trading
Illinois
$72K -$105K -1,067 -59%
GRP
129
Global Retirement Partners
California
$71K +$46.2K +464 +186%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$68.1K – – –
TSWM
131
Tyler-Stone Wealth Management
Ohio
$64.1K +$99 +1 +0.2%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$61.3K +$6.76K +68 +12%
HCM
133
Hollencrest Capital Management
California
$49.8K -$11K -111 -18%
EWA
134
EverSource Wealth Advisors
Alabama
$45K -$72.4K -725 -62%
WAS
135
Winch Advisory Services
Wisconsin
$44.4K -$7.96K -80 -15%
AIM
136
Anchor Investment Management
South Carolina
$40.2K – – –
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$35.3K -$58.9K -600 -63%
FCMT
138
Founders Capital Management (Texas)
Texas
$34.8K – – –
HNB
139
Hilltop National Bank
Wyoming
$31.3K – – –
GJWM
140
Gilliland Jeter Wealth Management
Arkansas
$29.1K – – –
HGERS
141
Householder Group Estate & Retirement Specialist
Arizona
$27K -$7.8K -80 -22%
CMA
142
Cedar Mountain Advisors
Oregon
$25.4K – – –
GWSG
143
GPS Wealth Strategies Group
Colorado
$24.9K – – –
AFG
144
Albion Financial Group
Utah
$24.9K +$24.9K +250 New
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$24K -$26K -267 -52%
SWM
146
Spire Wealth Management
Virginia
$23.4K – – –
Comerica Bank
147
Comerica Bank
Texas
$22.9K -$8.76K -88 -28%
BIM
148
Breakwater Investment Management
Washington
$22.5K – – –
NECFA
149
New England Capital Financial Advisors
Connecticut
$22.4K – – –
HR
150
Howe & Rusling
New York
$20.1K +$100 +1 +0.5%
4 5
6
7 8