iShares US Oil & Gas Exploration & Production ETF
IEO
182 hedge funds and large institutions have $398M invested in iShares US Oil & Gas Exploration & Production ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 8 closing their positions.
375% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 8
71% more capital invested
Capital invested by funds: $233M → $398M (+$165M)
20% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 46
19% more funds holding
Funds holding: 153 → 182 (+29)
6.16% more ownership
Funds ownership: 37.95% → 44.12% (+6.2%)
7% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $11M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$70.6M |
| 2 |
Morgan Stanley
New York
|
+$22.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.9M |
| 4 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
+$5.16M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.36M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.88M |
| 4 |
Jane Street
New York
|
-$2.85M |
| 5 |
HF
HRT Financial
New York
|
-$1.17M |
IEO Hedge Fund Activity: Q3 2023 in Review
182 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q3 2023, worth a combined $398M — up 71% from $233M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IEO positions and 8 closed out — a net gain of 30 holders — while 55 added to existing stakes and 46 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $70.6M. The largest seller was Goldman Sachs, cutting an estimated $4.36M.
- 182 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q3 2023, up from 153 in Q2 2023.
- Funds reported $398M of iShares US Oil & Gas Exploration & Production ETF stock for Q3 2023, up 71% quarter-over-quarter.
- 38 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q3 2023 and 8 closed out, a net change of +30 holders.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $70.6M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q3 2023 was Goldman Sachs, an estimated $4.36M sold.
Based on aggregated 13F filings for Q3 2023.