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iShares US Oil & Gas Exploration & Production ETF

87 hedge funds and large institutions have $161M invested in iShares US Oil & Gas Exploration & Production ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

42.22% more ownership

Funds ownership: 0%42.22% (+42%)

9% more funds holding

Funds holding: 8087 (+7)

5% more capital invested

Capital invested by funds: $153M → $161M (+$7.92M)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

67% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $17.5M

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
26
Closed
8
Calls
$5.75M
Puts
$17.5M
Net Calls
-$11.7M
Net Calls Change
-$9.49M

IEO Hedge Fund Activity: Q4 2016 in Review

87 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q4 2016, worth a combined $161M — up 5.2% from $153M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IEO positions and 8 closed out — a net gain of 7 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $4.96M. The largest seller was UBS Group, cutting an estimated $4.6M.

  • 87 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q4 2016, up from 80 in Q3 2016.
  • Funds reported $161M of iShares US Oil & Gas Exploration & Production ETF stock for Q4 2016, up 5.2% quarter-over-quarter.
  • 15 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q4 2016 and 8 closed out, a net change of +7 holders.
  • The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q4 2016 was Bank of America, an estimated $4.96M added.
  • The largest iShares US Oil & Gas Exploration & Production ETF seller in Q4 2016 was UBS Group, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2016.