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iShares US Oil & Gas Exploration & Production ETF
IEO

161 hedge funds and large institutions have $225M invested in iShares US Oil & Gas Exploration & Production ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

0.18% more ownership

Funds ownership: 39.29% → 39.47% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $235M → $225M (-$10.3M)

4% less funds holding

Funds holding: 168 → 161 (-7)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

48% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $4.27M

Holders
161
Holders Change
-7
Holders Change %
-4.17%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
51
Reduced
47
Closed
25
Calls
$2.23M
Puts
$4.27M
Net Calls
-$2.04M
Net Calls Change
-$2.06M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.08M
2
QC
Quadrature Capital
United Kingdom
+$2.76M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.16M
5
AGAM
Audent Global Asset Management
California
+$883K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
SFS
Sowell Financial Services
Arkansas
-$1.87M
3
Morgan Stanley
Morgan Stanley
New York
-$1.71M
4
DADC
D.A. Davidson & Co
Montana
-$1.47M
5
TL
Tradewinds LLC
North Carolina
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.4M -$1.71M -18,131 -5%
Bank of America
2
Bank of America
North Carolina
$11.8M +$380K +4,038 +3%
Raymond James Financial
3
Raymond James Financial
Florida
$11.7M +$12.3M +130,682 New
Wells Fargo
4
Wells Fargo
California
$11M +$245K +2,606 +2%
LPL Financial
5
LPL Financial
California
$10M -$43K -457 -0.4%
AWM
6
Altus Wealth Management
Kentucky
$9.64M +$343K +3,648 +4%
EWA
7
EP Wealth Advisors
California
$7.33M -$218K -2,313 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.19M +$1.44M +15,340 +24%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.18M +$264K +2,806 +4%
AMI
10
Amica Mutual Insurance
Rhode Island
$6.38M – – –
UBS Group
11
UBS Group
Switzerland
$5.51M -$481K -5,107 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.3M -$1.04M -11,075 -16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.12M -$373K -3,961 -6%
MA
14
Mutual Advisors
Nebraska
$4.7M +$241K +2,565 +6%
Stifel Financial
15
Stifel Financial
Missouri
$4.64M +$27.6K +293 +0.6%
Ameriprise
16
Ameriprise
Minnesota
$4.42M -$981K -10,420 -17%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.05M +$421K +4,468 +15%
GC
18
Grimes & Company
Massachusetts
$2.99M +$9.04K +96 +0.3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$2.96M +$120K +1,272 +4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.93M +$3.08M +32,741 New
SFI
21
SPC Financial Inc
Maryland
$2.69M +$18.9K +201 +0.7%
QC
22
Quadrature Capital
United Kingdom
$2.63M +$2.76M +29,339 New
Citadel Advisors
23
Citadel Advisors
Florida
$2.55M +$1.16M +12,331 +76%
SEA
24
Stegent Equity Advisors
Texas
$2.34M +$564K +5,997 +30%
CAM
25
Carret Asset Management
New York
$2.01M -$70.6K -750 -3%
1
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IEO Hedge Fund Activity: Q4 2024 in Review

161 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q4 2024, worth a combined $225M — down 4.4% from $235M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IEO and 20 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 51 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.08M. The largest seller was Goldman Sachs, cutting an estimated $10.4M.

  • 161 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q4 2024, down from 168 in Q3 2024.
  • Funds reported $225M of iShares US Oil & Gas Exploration & Production ETF stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 20 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q4 2024 and 25 closed out, a net change of -5 holders.
  • The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $3.08M added.
  • The largest iShares US Oil & Gas Exploration & Production ETF seller in Q4 2024 was Goldman Sachs, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2024.