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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

65 hedge funds and large institutions have $94.9M invested in iShares US Oil Equipment & Services ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
13
Closed
19
Calls
$2.22M
Puts
$1.68M
Net Calls
+$541K
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
RT
2
Rockland Trust
Massachusetts
$7.74M
3
PAG
3
Pinnacle Advisory Group
Maryland
$6.36M
4
EWM
4
Evercore Wealth Management
New York
$3.13M
5
ACM
5
Azimuth Capital Management
Michigan
$2.4M

Top Sellers

1
WA
1
WP Advisors
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
LNB
5
Ledyard National Bank
$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
26
Baker Ellis Asset Management
Washington
$435K -$172K -4,800 -28%
TH
27
Timber Hill
Connecticut
$421K -$158K -4,407 -27%
TRCT
28
Tower Research Capital (TRC)
New York
$377K -$259K -7,233 -41%
OC
29
Oppenheimer & Co
New York
$362K +$362K +10,082 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$351K +$2.73K +76 +0.8%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$325K -$3.45K -96 -1%
SIC
32
Shoker Investment Counsel
Ohio
$323K +$34.6K +964 +12%
CTB
33
Country Trust Bank
Illinois
$323K +$323K +8,992 New
CFG
34
Citizens Financial Group
Rhode Island
$282K -$28.3K -787 -9%
CTA
35
Chesley Taft & Associates
Illinois
$240K +$240K +6,675 New
Ameriprise
36
Ameriprise
Minnesota
$238K -$293K -8,160 -55%
ACP
37
Ashfield Capital Partners
California
$213K +$213K +5,940 New
LNB
38
Ledyard National Bank
$119K -$803K -22,270 -87%
Barclays
39
Barclays
United Kingdom
$97K -$263K -7,316 -73%
OSNBOA
40
Old Second National Bank of Aurora
Illinois
$72K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$55K -$16.6K -462 -23%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$52K +$108 +3 +0.2%
AG
43
Advisor Group
Arizona
$52K +$7.15K +200 +16%
AF
44
Advisornet Financial
Minnesota
$52K +$52K +1,451 New
WTC
45
WhitTier Trust Company
Nevada
$48K – – –
PA
46
Parallel Advisors
California
$25K – – –
MCM
47
Manchester Capital Management
Vermont
$23K – – –
AA
48
AlphaMark Advisors
Kentucky
$20K – – –
CA
49
Calton & Associates
Florida
$20K +$20K +500 New
IA
50
IFP Advisors
Florida
$18K -$42K -1,141 -70%
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