iShares US Oil & Gas Exploration & Production ETF
IEO
88 hedge funds and large institutions have $194M invested in iShares US Oil & Gas Exploration & Production ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 15 closing their positions.
24% more capital invested
Capital invested by funds: $157M → $194M (+$37.5M)
18.19% more ownership
Funds ownership: 37.36% → 55.56% (+18%)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0% more funds holding
Funds holding: 88 → 88 (0)
28% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 29
40% less call options, than puts
Call options by funds: $4.81M | Put options by funds: $8.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$41.4M |
| 2 |
CAM
Cypress Asset Management
Houston,
Texas
|
+$6.35M |
| 3 |
SG Americas Securities
New York
|
+$6.07M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.76M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$3.83M |
| 2 |
Goldman Sachs
New York
|
-$3.76M |
| 3 |
AF
Alerus Financial
Grand Forks,
North Dakota
|
-$2.29M |
| 4 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$2.08M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.73M |
IEO Hedge Fund Activity: Q1 2018 in Review
88 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q1 2018, worth a combined $194M — up 24% from $157M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IEO positions and 15 closed out — a net gain of 1 holder — while 21 added to existing stakes and 29 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $41.4M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $3.83M sold.
- 88 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $194M of iShares US Oil & Gas Exploration & Production ETF stock for Q1 2018, up 24% quarter-over-quarter.
- 16 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q1 2018 and 15 closed out, a net change of +1 holder.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $41.4M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q1 2018 was Migdal Insurance & Financial Holdings, an estimated $3.83M sold.
Based on aggregated 13F filings for Q1 2018.