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iShares US Oil Equipment & Services ETF
IEZ

85 hedge funds and large institutions have $264M invested in iShares US Oil Equipment & Services ETF in 2013 Q2 according to their latest regulatory filings, with 85 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $1M

36.65% more ownership

Funds ownership: 0% → 36.65% (+37%)

Holders
85
Holders Change
+85
Holders Change %
–
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
–
Reduced
–
Closed
–
Calls
$2.83M
Puts
$1M
Net Calls
+$1.83M
Net Calls Change
+$1.83M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
26
Albion Financial Group
Utah
$844K +$851K +14,892 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$783K +$789K +13,802 New
CTA
28
Chesley Taft & Associates
Illinois
$745K +$752K +13,148 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$692K +$698K +12,201 New
CS
30
Credit Suisse
Switzerland
$653K +$659K +11,519 New
MCTIC
31
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$634K +$639K +11,185 New
BC
32
Brinker Capital
Pennsylvania
$613K +$619K +10,824 New
SG Americas Securities
33
SG Americas Securities
New York
$577K +$581K +10,171 New
11A
34
10-15 Associates
New York
$567K +$572K +9,999 New
Citigroup
35
Citigroup
New York
$545K +$550K +9,613 New
JMPWA
36
JP Morgan Private Wealth Advisors
California
$517K +$521K +9,121 New
NPC
37
National Planning Corporation
California
$512K +$517K +9,046 New
BCI
38
Brinker Capital Investments
Pennsylvania
$510K +$515K +9,000 New
CB
39
Commerce Bank
Missouri
$502K +$505K +8,840 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$472K +$476K +8,331 New
BEAM
41
Baker Ellis Asset Management
Washington
$437K +$440K +7,700 New
PI
42
Placemark Investments
Illinois
$417K +$421K +7,365 New
PA
43
Pinnacle Associates
New York
$414K +$417K +7,300 New
Barclays
44
Barclays
United Kingdom
$408K +$412K +7,204 New
William Blair & Company
45
William Blair & Company
Illinois
$406K +$410K +7,175 New
SI
46
Stephens Inc
Arkansas
$342K +$345K +6,030 New
SCM
47
Signia Capital Management
Washington
$317K +$319K +5,583 New
WS
48
Wedbush Securities
California
$295K +$298K +5,210 New
KFS
49
KMS Financial Services
Washington
$278K +$280K +4,898 New
VF
50
Virtu Financial
New York
$275K +$277K +4,845 New
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IEZ Hedge Fund Activity: Q2 2013 in Review

85 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2013, worth a combined $264M.

Buyers outnumbered sellers: 85 funds opened new IEZ positions and 0 closed out — a net gain of 85 holders — while 0 added to existing stakes and 0 trimmed.

  • 85 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $264M of iShares US Oil Equipment & Services ETF stock for Q2 2013.
  • 85 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2013 and 0 closed out, a net change of +85 holders.

Based on aggregated 13F filings for Q2 2013.