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iShares US Oil & Gas Exploration & Production ETF
IEO

Overview Fund Activity

181 hedge funds and large institutions have $600M invested in iShares US Oil & Gas Exploration & Production ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+29
Holders Change %
+19.08%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
55
Reduced
45
Closed
8
Calls
$11.8M
Puts
$11M
Net Calls
+$782K
Net Calls Change
-$2.91M

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
$203M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.9M
3
Morgan Stanley
Morgan Stanley
New York
$68.9M
4
Bank of America
Bank of America
North Carolina
$34.7M
5
AMI
Amica Mutual Insurance
Rhode Island
$5.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$12.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.72M
3
Citadel Advisors
Citadel Advisors
Florida
$567K
4
Jane Street
Jane Street
New York
$0
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
151
Atlas Capital Advisors
Wyoming
$19.5K -$9.75K -100 -33%
CSC
152
Caldwell Sutter Capital
California
$19.5K – – –
CWC
153
Carolinas Wealth Consulting
North Carolina
$19.4K +$19.4K +200 New
HR
154
Howe & Rusling
New York
$19.2K – – –
FFA
155
Fairfield Financial Advisors
Massachusetts
$17.7K – – –
SPIA
156
Steward Partners Investment Advisory
New York
$17.1K -$9.75K -100 -36%
FFA
157
Founders Financial Alliance
North Carolina
$15.6K – – –
AWM
158
Abound Wealth Management
Tennessee
$15.1K – – –
SSB
159
Sandy Spring Bank
Maryland
$11.9K – – –
BSB
160
Bangor Savings Bank
Maine
$10.9K +$10.9K +112 New
BLC
161
Brown, Lisle/Cummings
Rhode Island
$10.8K – – –
LC
162
Lindbrook Capital
California
$9.99K +$9.99K +102 New
TFGT
163
TS Financial Group (TSFG)
Illinois
$9K – – –
FIA
164
FNY Investment Advisers
New York
$9K +$9K +100 New
BWL
165
Bogart Wealth LLC
Virginia
$7.32K +$7.32K +75 New
IPW
166
Impact Partnership Wealth
Georgia
$7.22K +$7.22K +74 New
PCM
167
Penserra Capital Management
California
$7K +$7K +74 New
RA
168
Rise Advisors
New York
$6.49K – – –
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$5.64K – – –
RIA
170
Realta Investment Advisors
Delaware
$5.52K – – –
NFSG
171
Newbridge Financial Services Group
Florida
$5.4K +$5.4K +55 New
LF
172
Lee Financial
Texas
$4.9K +$4.9K +50 New
FWM
173
Focused Wealth Management
New York
$4.68K – – –
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.39K – – –
JWM
175
Janiczek Wealth Management
Colorado
$2.93K – – –
4 5 6
7
8