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iShares US Oil & Gas Exploration & Production ETF

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: 151154 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
126
Atlantic Union Bankshares
Virginia
$13.7K
AW
127
Avion Wealth
Texas
$13K
NWM
128
Nova Wealth Management
Florida
$11.6K
SWM
129
Spire Wealth Management
Virginia
$11.3K +$91 +1 +0.8%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$11.2K
RF
131
Roxbury Financial
New Jersey
$9.05K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$8K -$19.9K -218 -71%
Comerica Bank
133
Comerica Bank
Texas
$6.61K -$2.83K -31 -30%
PWA
134
Physician Wealth Advisors
Utah
$6.34K
GI
135
GAMMA Investing
California
$6.16K
CFS
136
Compass Financial Services
Iowa
$5.39K +$5.47K +60 New
AWM
137
AE Wealth Management
Kansas
$5.27K +$3.28K +36 +157%
CA
138
CoreCap Advisors
Michigan
$5.15K +$91 +1 +2%
PGAM
139
Princeton Global Asset Management
New Jersey
$4.55K +$4.65K +51 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$4.46K
PTC
141
Private Trust Company
Ohio
$4.46K
FFA
142
Founders Financial Alliance
North Carolina
$4.4K
CMA
143
Cedar Mountain Advisors
Oregon
$3.71K +$91 +1 +2%
FFA
144
Farther Finance Advisors
California
$3.44K
AssetMark Inc
145
AssetMark Inc
California
$3.12K +$2.64K +29 +483%
MAM
146
Morse Asset Management
Connecticut
$1.96K
MA
147
MCF Advisors
Kentucky
$1.7K
RPCA
148
Running Point Capital Advisors
California
$1.47K
GWM
149
Geneos Wealth Management
Colorado
$1.43K
S
150
SignatureFD
Georgia
$971

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.