iShares US Oil & Gas Exploration & Production ETF
IEO
57 hedge funds and large institutions have $125M invested in iShares US Oil & Gas Exploration & Production ETF in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 9 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
20% more capital invested
Capital invested by funds: $104M → $125M (+$20.9M)
0.55% more ownership
Funds ownership: 31.03% → 31.59% (+0.55%)
3% less funds holding
Funds holding: 59 → 57 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
82% less call options, than puts
Call options by funds: $779K | Put options by funds: $4.25M
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$15.7M |
| 2 |
Morgan Stanley
New York
|
+$8.32M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.28M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.52M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.14M |
Top Sellers
| 1 |
Citigroup
New York
|
-$15.2M |
| 2 |
VF
Virtu Financial
New York
|
-$1.61M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.52M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.35M |
| 5 |
JP Morgan Chase
New York
|
-$836K |
IEO Hedge Fund Activity: Q3 2013 in Review
57 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q3 2013, worth a combined $125M — up 20% from $104M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IEO and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 24 added.
The largest buyer was Goldman Sachs, adding an estimated $15.7M. The largest seller was Citigroup, cutting an estimated $15.2M.
- 57 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q3 2013, down from 59 in Q2 2013.
- Funds reported $125M of iShares US Oil & Gas Exploration & Production ETF stock for Q3 2013, up 20% quarter-over-quarter.
- 8 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q3 2013 and 9 closed out, a net change of -1 holder.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q3 2013 was Goldman Sachs, an estimated $15.7M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q3 2013 was Citigroup, an estimated $15.2M sold.
Based on aggregated 13F filings for Q3 2013.