iShares US Oil & Gas Exploration & Production ETF
IEO
74 hedge funds and large institutions have $51.5M invested in iShares US Oil & Gas Exploration & Production ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 9 closing their positions.
63% more capital invested
Capital invested by funds: $31.7M → $51.5M (+$19.8M)
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
3.71% more ownership
Funds ownership: 26.23% → 29.94% (+3.7%)
1% more funds holding
Funds holding: 73 → 74 (+1)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.44M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
+$3.47M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$2.32M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.26M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.45M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.08M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.06M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$754K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$722K |
IEO Hedge Fund Activity: Q4 2020 in Review
74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q4 2020, worth a combined $51.5M — up 63% from $31.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IEO positions and 9 closed out — a net gain of 2 holders — while 19 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.44M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $3.45M.
- 74 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q4 2020, up from 73 in Q3 2020.
- Funds reported $51.5M of iShares US Oil & Gas Exploration & Production ETF stock for Q4 2020, up 63% quarter-over-quarter.
- 11 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q4 2020 and 9 closed out, a net change of +2 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q4 2020 was Morgan Stanley, an estimated $4.44M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $3.45M sold.
Based on aggregated 13F filings for Q4 2020.