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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

98 hedge funds and large institutions have $210M invested in iShares US Oil Equipment & Services ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
30
Reduced
27
Closed
7
Calls
$46K
Puts
–
Net Calls
+$46K
Net Calls Change
-$863K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.7M
2
CIM
2
Confluence Investment Management
Missouri
$3.5M
3
LBG
3
Lloyds Banking Group
United Kingdom
$3.34M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$2.87M
5
NG
5
NatWest Group
United Kingdom
$14.5M

Top Sellers

1
Citigroup
1
Citigroup
New York
$301K
2
Goldman Sachs
2
Goldman Sachs
New York
$719K
3
U
3
UBS
Switzerland
$34.8M
4
PI
4
Placemark Investments
Illinois
$1.13M
5
CS
5
Credit Suisse
Switzerland
$700K
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
26
Placemark Investments
Illinois
$1.13M -$925K -11,934 -45%
CTA
27
Chesley Taft & Associates
Illinois
$1.13M – – –
SG Americas Securities
28
SG Americas Securities
New York
$1.03M +$520K +6,711 +102%
BC
29
Brinker Capital
Pennsylvania
$949K +$5.81K +75 +0.6%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$930K +$111K +1,431 +14%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$922K +$36.8K +475 +4%
11A
32
10-15 Associates
New York
$919K +$101K +1,306 +12%
VF
33
Virtu Financial
New York
$810K +$810K +10,442 New
Ameriprise
34
Ameriprise
Minnesota
$757K +$12.9K +166 +2%
SIC
35
Shoker Investment Counsel
Ohio
$733K -$101K -1,297 -12%
Goldman Sachs
36
Goldman Sachs
New York
$719K -$1.82M -23,486 -72%
CS
37
Credit Suisse
Switzerland
$700K -$851K -10,974 -55%
AIG
38
American International Group
New York
$699K +$673K +8,687 +2,593%
BCI
39
Brinker Capital Investments
Pennsylvania
$698K – – –
VNB
40
Valley National Bancorp
New York
$653K +$92.8K +1,198 +17%
ACM
41
Avalon Capital Management
California
$638K – – –
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$628K -$46.5K -600 -7%
CB
43
Commerce Bank
Missouri
$604K +$112K +1,450 +23%
BEAM
44
Baker Ellis Asset Management
Washington
$590K +$1.55K +20 +0.3%
William Blair & Company
45
William Blair & Company
Illinois
$563K +$7.74K +100 +1%
WT
46
Washington Trust
Rhode Island
$509K – – –
PA
47
Pinnacle Associates
New York
$489K -$15.5K -200 -3%
TFA
48
Toth Financial Advisory
Virginia
$471K +$471K +6,070 New
GLRA
49
Gerald L. Ray & Associates
Texas
$422K -$7.76K -100 -2%
NPC
50
National Planning Corporation
California
$412K +$39.6K +510 +11%
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