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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

63 hedge funds and large institutions have $48.9M invested in iShares US Oil Equipment & Services ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
63
Holders Change
-12
Holders Change %
-16%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
24
Reduced
24
Closed
12
Calls
$451K
Puts
–
Net Calls
+$451K
Net Calls Change
-$36K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.83M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.51M
3
KPWS
3
Kestra Private Wealth Services
Texas
$1.29M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.01M
5
QC
5
Quadrature Capital
United Kingdom
$787K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.33M
3
Wells Fargo
3
Wells Fargo
California
$473K
4
SWM
4
SeaCrest Wealth Management
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$859K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11M 650,424 -276,331 -30%
Bank of America
2
Bank of America
North Carolina
$3.46M 203,837 +18,900 +10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.14M 184,813 +266 +0.1%
VCAM
4
Van Cleef Asset Management
Ohio
$2.77M 163,074 -12,638 -7%
AMI
5
Amica Mutual Insurance
Rhode Island
$2.35M 138,177 -23,417 -14%
LPL Financial
6
LPL Financial
California
$1.88M 111,029 +633 +0.6%
GCA
7
Genesee Capital Advisors
New York
$1.84M 108,428 +7,850 +8%
UBS Group
8
UBS Group
Switzerland
$1.83M 107,846 +65,620 +155%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$1.71M 100,700 – –
Goldman Sachs
10
Goldman Sachs
New York
$1.51M 89,125 +63,148 +243%
PFS
11
Prospera Financial Services
Texas
$1.35M 79,775 +6,107 +8%
SPIA
12
Steward Partners Investment Advisory
New York
$1.33M 78,567 -21,419 -21%
Stifel Financial
13
Stifel Financial
Missouri
$1.33M 78,494 -234,612 -75%
KPWS
14
Kestra Private Wealth Services
Texas
$1.29M 76,089 +50,255 +195%
Citadel Advisors
15
Citadel Advisors
Florida
$1.01M 59,468 +43,895 +282%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$937K 55,229 +14,446 +35%
Ameriprise
17
Ameriprise
Minnesota
$912K 53,762 +10,994 +26%
CCA
18
Cottonwood Capital Advisors
Utah
$908K 53,487 -355 -0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$859K 50,615 -52,260 -51%
QC
20
Quadrature Capital
United Kingdom
$787K 46,359 +31,955 +222%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$652K 38,421 +11,300 +42%
Truist Financial
22
Truist Financial
North Carolina
$619K 36,457 +13,481 +59%
PP
23
Patten & Patten
Tennessee
$538K 31,720 -1,725 -5%
Raymond James Financial
24
Raymond James Financial
Florida
$501K 29,545 -6,520 -18%
Wells Fargo
25
Wells Fargo
California
$473K 27,889 -202,318 -88%
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