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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

88 hedge funds and large institutions have $167M invested in iShares US Oil Equipment & Services ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
88
Holders Change
-6
Holders Change %
-6.38%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
17
Reduced
31
Closed
15
Calls
$1.5M
Puts
$594K
Net Calls
+$909K
Net Calls Change
-$591K

Top Buyers

1
U
1
UBS
Switzerland
$32.1M
2
CA
2
Cumberland Advisors
Florida
$4.04M
3
Citigroup
3
Citigroup
New York
$3.95M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.24M
5
PVH
5
Psagot Value Holdings
Israel
$24.9M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$1.37M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.7M
4
LBG
4
Lloyds Banking Group
United Kingdom
$0
5
Bank of America
5
Bank of America
North Carolina
$5.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Brinker Capital
Pennsylvania
$832K +$20.2K +296 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$780K -$38.2K -559 -5%
SIC
28
Shoker Investment Counsel
Ohio
$735K -$24.5K -358 -3%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$722K -$88.8K -1,300 -11%
11A
30
10-15 Associates
New York
$721K +$20.5K +300 +3%
Ameriprise
31
Ameriprise
Minnesota
$656K -$80.7K -1,180 -11%
BCI
32
Brinker Capital Investments
Pennsylvania
$615K – – –
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$595K -$5.81K -85 -1%
ACM
34
Avalon Capital Management
California
$562K +$562K +8,225 New
BEAM
35
Baker Ellis Asset Management
Washington
$519K – – –
VNB
36
Valley National Bancorp
New York
$494K +$23.9K +350 +5%
William Blair & Company
37
William Blair & Company
Illinois
$490K – – –
SG Americas Securities
38
SG Americas Securities
New York
$450K +$450K +6,584 New
WT
39
Washington Trust
Rhode Island
$449K -$679K -9,934 -60%
PA
40
Pinnacle Associates
New York
$445K – – –
CB
41
Commerce Bank
Missouri
$434K +$10.3K +150 +2%
SCM
42
Signia Capital Management
Washington
$382K – – –
GLRA
43
Gerald L. Ray & Associates
Texas
$379K +$116K +1,700 +44%
WS
44
Wedbush Securities
California
$356K – – –
KFS
45
KMS Financial Services
Washington
$342K -$11.5K -168 -3%
NPC
46
National Planning Corporation
California
$330K -$189K -2,756 -36%
MG
47
MDE Group
New Jersey
$323K – – –
CLOS
48
Compagnie Lombard Odier SCmA
Switzerland
$293K -$14.8K -216 -5%
OC
49
Oppenheimer & Co
New York
$288K +$8.82K +129 +3%
AP
50
Advisors Preferred
Maryland
$287K +$287K +4,192 New
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2
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