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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 %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$18.6K – – –
RAM
152
Riggs Asset Management
Pennsylvania
$18.4K -$13.7K -147 -43%
FFA
153
Fairfield Financial Advisors
Massachusetts
$17.2K +$280 +3 +2%
BSB
154
Bangor Savings Bank
Maine
$16.6K +$6.15K +66 +59%
SPIA
155
Steward Partners Investment Advisory
New York
$16.3K – – –
FFA
156
Founders Financial Alliance
North Carolina
$15.2K +$279 +3 +2%
AWM
157
Abound Wealth Management
Tennessee
$14.6K +$279 +3 +2%
TCWA
158
Turtle Creek Wealth Advisors
Texas
$12.6K +$12.6K +135 New
SSB
159
Sandy Spring Bank
Maryland
$11.4K +$93 +1 +0.8%
BLC
160
Brown, Lisle/Cummings
Rhode Island
$10.3K – – –
LC
161
Lindbrook Capital
California
$9.55K – – –
TFGT
162
TS Financial Group (TSFG)
Illinois
$8K – – –
IPW
163
Impact Partnership Wealth
Georgia
$6.9K – – –
T
164
Tidemark
California
$6.52K +$6.52K +70 New
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$5.64K – – –
NFSG
166
Newbridge Financial Services Group
Florida
$5.16K – – –
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$4.74K -$242K -2,549 -98%
FWM
168
Focused Wealth Management
New York
$4.47K – – –
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.19K – – –
SA
170
Scarborough Advisors
Maryland
$3.26K +$3.26K +35 New
EWM
171
Evermay Wealth Management
Virginia
$2.89K +$2.89K +31 New
JWM
172
Janiczek Wealth Management
Colorado
$2.8K – – –
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$2.42K – – –
VF
174
VitalStone Financial
Texas
$2K – – –
US Bancorp
175
US Bancorp
Minnesota
$1.68K – – –
5 6
7
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