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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

94 hedge funds and large institutions have $176M invested in iShares US Oil Equipment & Services ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
25
Reduced
29
Closed
11
Calls
$1.99M
Puts
$489K
Net Calls
+$1.5M
Net Calls Change
-$2.2M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$7.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.51M
3
U
3
UBS
Switzerland
$22.4M
4
PI
4
Placemark Investments
Illinois
$2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.89M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23M
2
EM
2
EnTrustPermal Management
New York
$0
3
BIG
3
Blackthorn Investment Group
Kansas
$0
4
VF
4
Virtu Financial
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
26
Albion Financial Group
Utah
$928K -$11.3K -175 -1%
CTA
27
Chesley Taft & Associates
Illinois
$820K +$4.02K +62 +0.5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$776K +$16.3K +252 +2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$769K -$1.49K -23 -0.2%
BC
30
Brinker Capital
Pennsylvania
$769K +$27.5K +424 +4%
MCTIC
31
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$735K -$701K – –
SIC
32
Shoker Investment Counsel
Ohio
$720K +$720K +11,112 New
Goldman Sachs
33
Goldman Sachs
New York
$707K +$15.9K +246 +2%
Ameriprise
34
Ameriprise
Minnesota
$698K -$1.06M -16,426 -60%
11A
35
10-15 Associates
New York
$664K +$11.4K +176 +2%
BCI
36
Brinker Capital Investments
Pennsylvania
$583K – – –
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$570K +$843 +13 +0.1%
AAM
38
Augustine Asset Management
Florida
$553K +$553K +8,535 New
BEAM
39
Baker Ellis Asset Management
Washington
$492K – – –
NPC
40
National Planning Corporation
California
$490K -$110K -1,690 -18%
William Blair & Company
41
William Blair & Company
Illinois
$465K – – –
VNB
42
Valley National Bancorp
New York
$446K +$446K +6,878 New
RCM
43
RNC Capital Management
California
$437K +$437K +6,750 New
PA
44
Pinnacle Associates
New York
$422K -$13.9K -215 -3%
CB
45
Commerce Bank
Missouri
$401K -$24.6K -380 -6%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$391K – – –
SI
47
Stephens Inc
Arkansas
$390K -$13K -200 -3%
SCM
48
Signia Capital Management
Washington
$362K – – –
BOTW
49
Bank of the West
California
$342K +$342K +5,280 New
WS
50
Wedbush Securities
California
$338K – – –
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