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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

65 hedge funds and large institutions have $75.7M invested in iShares US Oil Equipment & Services ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
20
Closed
11
Calls
$1.28M
Puts
$552K
Net Calls
+$723K
Net Calls Change
+$182K

Top Buyers

1
PWM
Patriot Wealth Management
Texas
+$9.36M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.11M
4
OC
Oppenheimer & Co
New York
+$637K
5
Citadel Advisors
Citadel Advisors
Florida
+$621K

Top Sellers

1
RT
Rockland Trust
Massachusetts
-$7.74M
2
Morgan Stanley
Morgan Stanley
New York
-$4.9M
3
EWM
Evercore Wealth Management
New York
-$3.13M
4
ACM
Azimuth Capital Management
Michigan
-$2.4M
5
PAG
Pinnacle Advisory Group
Maryland
-$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$501K +$286K +8,813 +133%
TSS
27
Two Sigma Securities
New York
$492K +$492K +15,179 New
BEAM
28
Baker Ellis Asset Management
Washington
$367K -$25.9K -800 -7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$333K +$16.1K +497 +5%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$297K +$3.7K +114 +1%
SIC
31
Shoker Investment Counsel
Ohio
$292K +$518 +16 +0.2%
RVM
32
Robinson Value Management
Texas
$265K +$265K +8,179 New
TFF
33
The Family Firm
Maryland
$244K +$244K +7,517 New
CFG
34
Citizens Financial Group
Rhode Island
$242K -$13K -400 -5%
CTA
35
Chesley Taft & Associates
Illinois
$211K -$5.68K -175 -3%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$94K +$44.1K +1,351 +88%
LNB
37
Ledyard National Bank
$81K -$26.1K -805 -24%
OSNBOA
38
Old Second National Bank of Aurora
Illinois
$65K – – –
AG
39
Advisor Group
Arizona
$47K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$47K +$130 +4 +0.3%
Barclays
41
Barclays
United Kingdom
$31K -$57.2K -1,751 -65%
PA
42
Parallel Advisors
California
$23K – – –
WTC
43
WhitTier Trust Company
Nevada
$18K -$26.7K -800 -60%
IA
44
IFP Advisors
Florida
$18K – – –
SF
45
Synovus Financial
Georgia
$16K +$16K +500 New
AA
46
AlphaMark Advisors
Kentucky
$13K -$4.88K -150 -27%
TFO
47
Tarbox Family Office
California
$10K – – –
SWP
48
Stratos Wealth Partners
Ohio
$9K -$2.17K -70 -19%
LBG
49
Lloyds Banking Group
United Kingdom
$9K – – –
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$8K – – –
1
2
3 4