IEZ icon

iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

50 hedge funds and large institutions have $18.5M invested in iShares US Oil Equipment & Services ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Condor Capital Management
New Jersey
$584K
2
Goldman Sachs
2
Goldman Sachs
New York
$462K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$833K
4
Mariner
4
Mariner
Kansas
$284K
5
FBA
5
Front Barnett Associates
Illinois
$930K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$288K
2
VF
2
Virtu Financial
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.59M
4
BRM
4
Boston Research & Management
Massachusetts
$0
5
FAAS
5
First Allied Advisory Services
California
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
26
Sumitomo Mitsui Financial Group
Japan
$71K – – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$66K +$5.3K +300 +9%
AG
28
Advisor Group
Arizona
$62K -$6.94K -390 -10%
CFG
29
Citizens Financial Group
Rhode Island
$42K -$47.6K -2,707 -53%
NCM
30
Next Capital Management
New York
$32K – – –
LWANC
31
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K -$33.9K -1,900 -58%
AAP
32
Arax Advisory Partners
Colorado
$11K – – –
ASN
33
Advisory Services Network
Georgia
$9K – – –
SF
34
Synovus Financial
Georgia
$9K +$53 +3 +0.6%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$5K -$667 -40 -12%
TFO
36
Tarbox Family Office
California
$5K – – –
IA
37
IFP Advisors
Florida
$4K +$4K +174 New
TC
38
Truvestments Capital
Florida
$3K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3K +$21 +1 +0.7%
FAAS
40
First Allied Advisory Services
California
$2K -$556K -33,380 -100%
NFG
41
Next Financial Group
Texas
$2K – – –
APSP
42
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K – – –
William Blair & Company
43
William Blair & Company
Illinois
$2K – – –
HCA
44
Horan Capital Advisors
Ohio
$2K +$2K +115 New
Barclays
45
Barclays
United Kingdom
$1K -$3.92K -200 -80%
FFW
46
Fusion Family Wealth
New York
$1K – – –
IRC
47
Investors Research Corp
Georgia
$1K – – –
VF
48
Virtu Financial
New York
– -$1.39M -64,194 Closed
BRM
49
Boston Research & Management
Massachusetts
– -$760K -35,070 Closed
PWAP
50
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$308K -14,213 Closed
1
2
3