iShares US Oil & Gas Exploration & Production ETF
IEO
163 hedge funds and large institutions have $415M invested in iShares US Oil & Gas Exploration & Production ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 15 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
51% more call options, than puts
Call options by funds: $10.2M | Put options by funds: $6.77M
12% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 50
7% more funds holding
Funds holding: 152 → 163 (+11)
1% more capital invested
Capital invested by funds: $410M → $415M (+$4.67M)
2.01% less ownership
Funds ownership: 49.44% → 47.43% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$4M |
| 2 |
Goldman Sachs
New York
|
+$2.68M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.09M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.84M |
| 5 |
CCG
Capital CS Group
Irvine,
California
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.66M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.62M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.45M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.93M |
IEO Hedge Fund Activity: Q3 2022 in Review
163 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q3 2022, worth a combined $415M — up 1.1% from $410M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IEO positions and 15 closed out — a net gain of 12 holders — while 56 added to existing stakes and 50 trimmed.
The largest buyer was MML Investors Services, adding an estimated $4M. The largest seller was Morgan Stanley, cutting an estimated $8.66M.
- 163 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q3 2022, up from 152 in Q2 2022.
- Funds reported $415M of iShares US Oil & Gas Exploration & Production ETF stock for Q3 2022, up 1.1% quarter-over-quarter.
- 27 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q3 2022 and 15 closed out, a net change of +12 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q3 2022 was MML Investors Services, an estimated $4M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q3 2022 was Morgan Stanley, an estimated $8.66M sold.
Based on aggregated 13F filings for Q3 2022.