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iShares US Oil & Gas Exploration & Production ETF

156 hedge funds and large institutions have $226M invested in iShares US Oil & Gas Exploration & Production ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more call options, than puts

Call options by funds: $3.53M | Put options by funds: $2.67M

1% more capital invested

Capital invested by funds: $225M → $226M (+$1.13M)

0.5% more ownership

Funds ownership: 39.47%39.98% (+0.5%)

3% less funds holding

Funds holding: 161156 (-5)

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
156
Holders Change
-5
Holders Change %
-3.11%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
44
Reduced
53
Closed
15
Calls
$3.53M
Puts
$2.67M
Net Calls
+$861K
Net Calls Change
+$2.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.9M +$1.6M +17,155 +4%
Bank of America
2
Bank of America
North Carolina
$13.8M +$1.39M +14,813 +11%
Wells Fargo
3
Wells Fargo
California
$10.9M -$680K -7,270 -6%
AWM
4
Altus Wealth Management
Kentucky
$10.7M +$568K +6,074 +6%
LPL Financial
5
LPL Financial
California
$10.7M +$153K +1,638 +1%
EWA
6
EP Wealth Advisors
California
$7.71M -$22.6K -242 -0.3%
AMI
7
Amica Mutual Insurance
Rhode Island
$6.74M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.55M +$946K +10,117 +17%
UBS Group
9
UBS Group
Switzerland
$6.38M +$557K +5,956 +10%
Ameriprise
10
Ameriprise
Minnesota
$5.46M +$786K +8,403 +17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.44M -$2.12M -22,705 -28%
Two Sigma Investments
12
Two Sigma Investments
New York
$5.28M +$5.22M +55,848 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.18M -$217K -2,321 -4%
MML Investors Services
14
MML Investors Services
Massachusetts
$4.64M -$2.9M -30,991 -39%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$4.33M +$1.22M +13,018 +40%
Raymond James Financial
16
Raymond James Financial
Florida
$3.9M -$8.37M -89,468 -68%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.65M +$519K +5,551 +17%
MA
18
Mutual Advisors
Nebraska
$3.61M -$366K -3,913 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.24M +$20.7K +221 +0.7%
GC
20
Grimes & Company
Massachusetts
$3.15M -$3.27K -35 -0.1%
SEA
21
Stegent Equity Advisors
Texas
$2.87M +$401K +4,284 +16%
Jane Street
22
Jane Street
New York
$2.86M +$1.24M +13,287 +78%
QC
23
Quadrature Capital
United Kingdom
$2.74M -$34.7K -371 -1%
SFI
24
SPC Financial Inc
Maryland
$2.72M -$110K -1,176 -4%
Stifel Financial
25
Stifel Financial
Missouri
$2.33M -$2.53M -27,109 -52%

IEO Hedge Fund Activity: Q1 2025 in Review

156 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil & Gas Exploration & Production ETF (IEO) for Q1 2025, worth a combined $226M — up 0.5% from $225M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IEO and 12 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 44 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $5.22M. The largest seller was Raymond James Financial, cutting an estimated $8.37M.

  • 156 institutional investors held iShares US Oil & Gas Exploration & Production ETF (IEO) as of Q1 2025, down from 161 in Q4 2024.
  • Funds reported $226M of iShares US Oil & Gas Exploration & Production ETF stock for Q1 2025, up 0.5% quarter-over-quarter.
  • 12 funds opened new iShares US Oil & Gas Exploration & Production ETF positions in Q1 2025 and 15 closed out, a net change of -3 holders.
  • The largest iShares US Oil & Gas Exploration & Production ETF buyer in Q1 2025 was Two Sigma Investments, an estimated $5.22M added.
  • The largest iShares US Oil & Gas Exploration & Production ETF seller in Q1 2025 was Raymond James Financial, an estimated $8.37M sold.

Based on aggregated 13F filings for Q1 2025.