iShares US Oil & Gas Exploration & Production ETF
IEO
177 hedge funds and large institutions have $303M invested in iShares US Oil & Gas Exploration & Production ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 29 closing their positions.
3% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 29
3% more capital invested
Capital invested by funds: $296M → $303M (+$7.53M)
2% more call options, than puts
Call options by funds: $5.41M | Put options by funds: $5.33M
1% less funds holding
Funds holding: 178 → 177 (-1)
5% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 60
1.04% less ownership
Funds ownership: 40.43% → 39.39% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$12.8M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$5.93M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.73M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$831K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$11.9M |
| 2 |
SWC
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
-$5.15M |
| 3 |
Two Sigma Investments
New York
|
-$4.7M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$4.61M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.33M |
IEO Hedge Fund Activity: Q1 2024 in Review
177 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q1 2024, worth a combined $303M — up 2.5% from $296M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IEO positions and 29 closed out — a net gain of 1 holder — while 57 added to existing stakes and 60 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $12.8M. The largest seller was Goldman Sachs, cutting an estimated $11.9M.
- 177 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q1 2024, down from 178 in Q4 2023.
- Funds reported $303M of iShares US Oil & Gas Exploration & Production ETF stock for Q1 2024, up 2.5% quarter-over-quarter.
- 30 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q1 2024 and 29 closed out, a net change of +1 holder.
- The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q1 2024 was Redhawk Wealth Advisors, an estimated $12.8M added.
- The largest iShares US Oil & Gas Exploration & Production ETF seller in Q1 2024 was Goldman Sachs, an estimated $11.9M sold.
Based on aggregated 13F filings for Q1 2024.