iShares US Oil & Gas Exploration & Production ETF
IEO
177 hedge funds and large institutions have $303M invested in iShares US Oil & Gas Exploration & Production ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 30 closing their positions.
2% more call options, than puts
Call options by funds: $5.41M | Put options by funds: $5.33M
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
5% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 60
1% less funds holding
Funds holding: 179 → 177 (-2)
34.03% less ownership
Funds ownership: 73.42% → 39.39% (-34%)
44% less capital invested
Capital invested by funds: $541M → $303M (-$237M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$12.8M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$5.93M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.73M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$831K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$197M |
| 2 |
Morgan Stanley
New York
|
-$51.7M |
| 3 |
Goldman Sachs
New York
|
-$11.9M |
| 4 |
SWC
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
-$5.15M |
| 5 |
Two Sigma Investments
New York
|
-$4.7M |
IEO Hedge Fund Activity: Q1 2024 in Review
177 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q1 2024, worth a combined $303M — down 44% from $541M a quarter earlier.
Fund positioning in IEO was balanced in Q1 2024: 30 funds opened new positions, 30 closed out, 57 added to existing stakes and 60 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $12.8M. The largest seller was Granite Bay Wealth Management, exiting entirely with an estimated $197M sold.
- 177 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q1 2024, down from 179 in Q4 2023.
- Funds reported $303M of iShares US Oil & Gas Exploration & Production ETF stock for Q1 2024, down 44% quarter-over-quarter.
- 30 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q1 2024 and 30 closed out, a net change of 0 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q1 2024 was Redhawk Wealth Advisors, an estimated $12.8M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q1 2024 was Granite Bay Wealth Management, an estimated $197M sold.
Based on aggregated 13F filings for Q1 2024.