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iShares US Oil Equipment & Services ETF

89 hedge funds and large institutions have $271M invested in iShares US Oil Equipment & Services ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more capital invested

Capital invested by funds: $59.8M → $271M (+$212M)

244% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $498K

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

27% more funds holding

Funds holding: 7089 (+19)

20.16% more ownership

Funds ownership: 45.36%65.51% (+20%)

Holders
89
Holders Change
+19
Holders Change %
+27.14%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
25
Reduced
17
Closed
11
Calls
$1.71M
Puts
$498K
Net Calls
+$1.21M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
26
Littlejohn Financial Services
Oregon
$1.96M -$12.6K -473 -0.7%
KPWS
27
Kestra Private Wealth Services
Texas
$1.84M -$71.7K -2,694 -4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.79M +$371K +13,953 +29%
LJCM
29
Lee Johnson Capital Management
Texas
$1.74M +$1.6M +60,132 New
WWMP
30
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.67M +$1.54M +57,819 New
WMP
31
Wealth Management Partners
Arizona
$1.51M +$1.39M +52,316 New
CCA
32
Cottonwood Capital Advisors
Utah
$1.46M -$13.9K -524 -1%
Truist Financial
33
Truist Financial
North Carolina
$1.44M +$637K +23,930 +93%
BFA
34
Brendel Financial Advisors
New Hampshire
$1.31M +$1.2M +45,112 New
FSA
35
Financial Sense Advisors
California
$1.29M +$1.19M +44,727 New
Citadel Advisors
36
Citadel Advisors
Florida
$1.15M +$1.06M +39,734 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.14M -$45.1K -1,694 -4%
TAM
38
Titleist Asset Management
Texas
$1.05M +$965K +36,254 New
Mariner
39
Mariner
Kansas
$929K +$854K +32,095 New
MWA
40
Muirfield Wealth Advisors
North Carolina
$912K +$838K +31,491 New
DC
41
Davenport & Co
Virginia
$886K +$815K +30,610 New
Amundi
42
Amundi
France
$875K +$805K +30,237 New
NA
43
NewEdge Advisors
Louisiana
$864K +$794K +29,845 New
Goldman Sachs
44
Goldman Sachs
New York
$770K +$16.6K +623 +2%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$760K +$698K +26,241 New
SPIA
46
Steward Partners Investment Advisory
New York
$608K -$1.41M -52,919 -72%
WPW
47
Waldron Private Wealth
Pennsylvania
$540K
CCA
48
Cadent Capital Advisors
Oklahoma
$502K +$462K +17,350 New
Jones Financial Companies
49
Jones Financial Companies
Missouri
$498K +$289K +10,841 +185%
KA
50
Kovack Advisors
Florida
$496K +$465K +17,468 New