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iShares US Oil & Gas Exploration & Production ETF
IEO

Overview Fund Activity

167 hedge funds and large institutions have $235M invested in iShares US Oil & Gas Exploration & Production ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
167
Holders Change
-15
Holders Change %
-8.24%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
42
Reduced
68
Closed
28
Calls
$1.99M
Puts
$1.98M
Net Calls
+$19K
Net Calls Change
-$1.86M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.7M
2
EWA
2
EP Wealth Advisors
California
$7.69M
3
MA
3
Mutual Advisors
Nebraska
$4.14M
4
Jane Street
4
Jane Street
New York
$1.46M
5
LPL Financial
5
LPL Financial
California
$10.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.8M
2
Bank of America
2
Bank of America
North Carolina
$11.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.8M 402,079 -110,473 -22%
Goldman Sachs
2
Goldman Sachs
New York
$11.7M 128,198 +111,958 +689%
Bank of America
3
Bank of America
North Carolina
$11.6M 127,255 -43,885 -26%
Wells Fargo
4
Wells Fargo
California
$11M 120,049 -8,247 -6%
LPL Financial
5
LPL Financial
California
$10.3M 112,338 +12,897 +13%
AWM
6
Altus Wealth Management
Kentucky
$9.5M 103,859 +1,033 +1%
EWA
7
EP Wealth Advisors
California
$7.69M 84,092 +84,092 New
MML Investors Services
8
MML Investors Services
Massachusetts
$7.07M 77,282 -1,942 -2%
AMI
9
Amica Mutual Insurance
Rhode Island
$6.51M 71,219 -15,681 -18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.42M 70,219 -10,033 -13%
UBS Group
11
UBS Group
Switzerland
$6.09M 66,634 -5,870 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.93M 64,874 -37,837 -37%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.58M 61,033 +2,136 +4%
Ameriprise
14
Ameriprise
Minnesota
$5.46M 59,771 -10,754 -15%
Stifel Financial
15
Stifel Financial
Missouri
$4.71M 51,463 -11,093 -18%
MA
16
Mutual Advisors
Nebraska
$4.14M 44,829 +16,918 +61%
RJA
17
Raymond James & Associates
Florida
$3.79M 41,494 -3,091 -7%
GC
18
Grimes & Company
Massachusetts
$3.04M 33,220 +69 +0.2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.04M 33,201 -4,335 -12%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2.9M 31,766 -38,247 -55%
SFI
21
SPC Financial Inc
Maryland
$2.72M 29,775 -406 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.7M 29,522 -8,584 -23%
DADC
23
D.A. Davidson & Co
Montana
$2.6M 28,459 -631 -2%
CAM
24
Carret Asset Management
New York
$2.12M 23,131 -1,405 -6%
CCA
25
Cottonwood Capital Advisors
Utah
$2.09M 22,887 -4,432 -16%
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