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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

77 hedge funds and large institutions have $163M invested in iShares US Oil Equipment & Services ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
20
Reduced
17
Closed
9
Calls
$1.41M
Puts
$7K
Net Calls
+$1.4M
Net Calls Change
+$320K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$50.8M
2
BRCM
2
Bright Rock Capital Management
Massachusetts
$5M
3
LJAC
3
L.J. Altfest & Co
New York
$2.44M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.43M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.72M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$389K
2
GCA
2
Greenwood Capital Associates
South Carolina
$0
3
Bank of America
3
Bank of America
North Carolina
$1.32M
4
EOCM
4
Energy Opportunities Capital Management
Texas
$0
5
UBS Group
5
UBS Group
Switzerland
$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
Telemus Capital
Michigan
$750K – – –
Stifel Financial
27
Stifel Financial
Missouri
$719K +$82.4K +2,301 +13%
PWAP
28
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$717K -$13.1K -366 -2%
OC
29
Oppenheimer & Co
New York
$644K +$50.9K +1,425 +9%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$571K +$468K +13,107 +455%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$506K -$127K -3,549 -20%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$505K +$179K +5,000 +55%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$448K +$448K +12,548 New
PAG
34
Pinnacle Advisory Group
Maryland
$389K -$3.82M -106,834 -91%
SIC
35
Shoker Investment Counsel
Ohio
$387K +$67.5K +1,895 +21%
BEAM
36
Baker Ellis Asset Management
Washington
$385K -$16.1K -450 -4%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$380K +$55.9K +1,565 +17%
CWM
38
Cornerstone Wealth Management
Missouri
$365K -$11.5K -398 -3%
TFF
39
The Family Firm
Maryland
$346K +$73.3K +2,051 +27%
CTA
40
Chesley Taft & Associates
Illinois
$211K -$21.5K -600 -9%
CFG
41
Citizens Financial Group
Rhode Island
$182K -$84.1K -2,355 -32%
AG
42
Advisor Group
Arizona
$139K +$13.3K +371 +11%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$97K +$21.1K +587 +28%
LNB
44
Ledyard National Bank
$82K -$3.57K -100 -4%
OSNBOA
45
Old Second National Bank of Aurora
Illinois
$71K – – –
AIC
46
Ayalon Insurance Company
Israel
$64K – – –
SMFG
47
Sumitomo Mitsui Financial Group
Japan
$54K – – –
Simplex Trading
48
Simplex Trading
Illinois
$44K +$44K +1,252 New
AAP
49
Arax Advisory Partners
Colorado
$21K +$21K +600 New
WTC
50
WhitTier Trust Company
Nevada
$19K – – –
1
2
3 4