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iShares US Oil & Gas Exploration & Production ETF

103 hedge funds and large institutions have $192M invested in iShares US Oil & Gas Exploration & Production ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

691% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $218K

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

126% more capital invested

Capital invested by funds: $84.8M → $192M (+$107M)

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

17.32% more ownership

Funds ownership: 34.14%51.46% (+17%)

12% more funds holding

Funds holding: 92103 (+11)

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
37
Reduced
14
Closed
11
Calls
$1.72M
Puts
$218K
Net Calls
+$1.51M
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
1
SPC Financial Inc
Maryland
$20.8M +$18.3M +345,463 +1,984%
Morgan Stanley
2
Morgan Stanley
New York
$16.2M +$659K +12,451 +5%
Stifel Financial
3
Stifel Financial
Missouri
$12.6M +$5.73M +108,194 +97%
Bank of America
4
Bank of America
North Carolina
$12.2M +$8.23M +155,413 +269%
Wells Fargo
5
Wells Fargo
California
$11.3M +$6.58M +124,314 +170%
ASN
6
Advisory Services Network
Georgia
$10.5M +$9.75M +184,041 New
Osaic Holdings
7
Osaic Holdings
Arizona
$8.2M +$5.85M +110,368 +372%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.93M +$3.95M +74,554 +117%
UBS Group
9
UBS Group
Switzerland
$7.16M +$2.79M +52,766 +73%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.5M +$3.09M +58,383 +106%
EE
11
EWG Elevate
California
$6.11M +$5.52M +104,172 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.63M +$2.92M +55,123 +128%
Ameriprise
13
Ameriprise
Minnesota
$4.56M +$3.92M +74,024 +1,407%
LJAC
14
L.J. Altfest & Co
New York
$4.53M -$770K -14,531 -16%
GC
15
Grimes & Company
Massachusetts
$4.09M -$113K -2,127 -3%
Truist Financial
16
Truist Financial
North Carolina
$4.05M +$916K +17,293 +32%
LPL Financial
17
LPL Financial
California
$3.66M +$1.39M +26,159 +69%
Citadel Advisors
18
Citadel Advisors
Florida
$3.55M -$1.51M -28,469 -31%
RJA
19
Raymond James & Associates
Florida
$3.1M +$105K +1,988 +4%
FTUS
20
Flow Traders U.S.
New York
$2.75M +$2.54M +47,928 New
WP
21
WealthShield Partners
North Carolina
$2.74M +$2.53M +47,852 New
AWM
22
AE Wealth Management
Kansas
$2.45M +$767K +14,475 +51%
MC
23
Martin & Co
Tennessee
$2.21M -$136K -2,567 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.04M +$391K +7,387 +26%
TFA
25
Teamwork Financial Advisors
Texas
$1.89M +$275K +5,201 +19%

IEO Hedge Fund Activity: Q2 2021 in Review

103 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q2 2021, worth a combined $192M — up 126% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IEO positions and 11 closed out — a net gain of 12 holders — while 37 added to existing stakes and 14 trimmed.

The largest buyer was SPC Financial Inc, adding an estimated $18.3M. The largest seller was Susquehanna International Group, cutting an estimated $2.26M.

  • 103 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q2 2021, up from 92 in Q1 2021.
  • Funds reported $192M of iShares US Oil & Gas Exploration & Production ETF stock for Q2 2021, up 126% quarter-over-quarter.
  • 23 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q2 2021 and 11 closed out, a net change of +12 holders.
  • The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q2 2021 was SPC Financial Inc, an estimated $18.3M added.
  • The largest iShares US Oil & Gas Exploration & Production ETF seller in Q2 2021 was Susquehanna International Group, an estimated $2.26M sold.

Based on aggregated 13F filings for Q2 2021.