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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

74 hedge funds and large institutions have $54.7M invested in iShares US Oil Equipment & Services ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
8
Reduced
21
Closed
25
Calls
$582K
Puts
–
Net Calls
+$582K
Net Calls Change
-$822K

Top Buyers

1
MAA
Matrix Asset Advisors
New York
$4.96M
2
RT
Rockland Trust
Massachusetts
$3.95M
3
GGI
Godsey & Gibb Inc
Virginia
$3.62M
4
FPCM
Financial Partners Capital Management
New York
$2.93M
5
UBS Group
UBS Group
Switzerland
$5.05M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
PWM
Patriot Wealth Management
Texas
$0
3
RJA
Raymond James & Associates
Florida
$455K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
BRCM
Bright Rock Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Condor Capital Management
New Jersey
$376K -$268K -13,117 -42%
HIIFS
27
Harel Insurance Investments & Financial Services
Israel
$339K +$339K +16,595 New
PWAP
28
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$335K -$74.6K -3,657 -18%
OC
29
Oppenheimer & Co
New York
$322K -$46.2K -2,262 -13%
BCM
30
Blume Capital Management
California
$321K +$321K +15,700 New
CS
31
Cannell & Spears
New York
$312K +$312K +15,300 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$309K +$309K +15,140 New
LJAC
33
L.J. Altfest & Co
New York
$297K -$1.1M -53,699 -79%
Wells Fargo
34
Wells Fargo
California
$289K -$238K -11,652 -45%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$281K -$45.5K -2,229 -14%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$266K +$266K +13,050 New
Renaissance Technologies
37
Renaissance Technologies
New York
$259K +$259K +12,700 New
CAG
38
Crestwood Advisors Group
Massachusetts
$256K +$256K +12,518 New
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$118K +$118K +5,800 New
SMFG
40
Sumitomo Mitsui Financial Group
Japan
$110K +$79.2K +3,859 +257%
CFG
41
Citizens Financial Group
Rhode Island
$104K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$55K +$55K +2,699 New
OSNBOA
43
Old Second National Bank of Aurora
Illinois
$41K – – –
AG
44
Advisor Group
Arizona
$38K -$43.3K -2,066 -53%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$38K -$17.2K -841 -31%
NCM
46
Next Capital Management
New York
$38K +$38K +1,840 New
AIC
47
Ayalon Insurance Company
Israel
$36K – – –
KPW
48
Kore Private Wealth
New York
$33K +$33K +1,633 New
LNB
49
Ledyard National Bank
$32K -$14.2K -705 -31%
MOS
50
MGO One Seven
Ohio
$13K +$13K +651 New
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