iShares US Oil & Gas Exploration & Production ETF
IEO
178 hedge funds and large institutions have $519M invested in iShares US Oil & Gas Exploration & Production ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 19 closing their positions.
111% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 19
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
50% more call options, than puts
Call options by funds: $11.6M | Put options by funds: $7.74M
33% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 49
25% more capital invested
Capital invested by funds: $415M → $519M (+$104M)
9% more funds holding
Funds holding: 163 → 178 (+15)
1.29% more ownership
Funds ownership: 47.43% → 48.72% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$8.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.52M |
| 4 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
+$6.41M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.35M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.65M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.56M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$2.03M |
| 5 |
HF
HRT Financial
New York
|
-$1.87M |
IEO Hedge Fund Activity: Q4 2022 in Review
178 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q4 2022, worth a combined $519M — up 25% from $415M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IEO positions and 19 closed out — a net gain of 21 holders — while 65 added to existing stakes and 49 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.4M. The largest seller was Goldman Sachs, cutting an estimated $8.35M.
- 178 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q4 2022, up from 163 in Q3 2022.
- Funds reported $519M of iShares US Oil & Gas Exploration & Production ETF stock for Q4 2022, up 25% quarter-over-quarter.
- 40 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q4 2022 and 19 closed out, a net change of +21 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $10.4M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q4 2022 was Goldman Sachs, an estimated $8.35M sold.
Based on aggregated 13F filings for Q4 2022.