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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

49 hedge funds and large institutions have $31.3M invested in iShares US Oil Equipment & Services ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$6.7M
2
MAA
2
Matrix Asset Advisors
New York
$2.39M
3
BCM
3
Blume Capital Management
California
$1.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.91M
5
VCAM
5
Van Cleef Asset Management
Ohio
$1.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.1M
2
Ameriprise
2
Ameriprise
Minnesota
$830K
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$542K
5
TRCT
5
Tower Research Capital (TRC)
New York
$117K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$179K -$20.6K -1,010 -10%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$152K -$6.08K -300 -4%
TRCT
28
Tower Research Capital (TRC)
New York
$117K -$369K -18,139 -76%
USGIU
29
U.S. Global Investors (USGI)
Texas
$112K +$112K +5,500 New
AG
30
Advisor Group
Arizona
$63K -$7.82K -385 -11%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$56K -$20.5K -1,000 -27%
CFG
32
Citizens Financial Group
Rhode Island
$34K -$15.2K -738 -31%
William Blair & Company
33
William Blair & Company
Illinois
$31K +$29K +1,440 +1,440%
WT
34
Whittier Trust
California
$30K -$84K -4,200 -74%
LWANC
35
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K – – –
ASN
36
Advisory Services Network
Georgia
$13K +$4.74K +231 +57%
AAP
37
Arax Advisory Partners
Colorado
$12K – – –
SF
38
Synovus Financial
Georgia
$10K +$59 +3 +0.6%
TFO
39
Tarbox Family Office
California
$6K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$4K +$4K +200 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$3K -$21 -1 -0.7%
NFG
42
Next Financial Group
Texas
$3K +$510 +25 +20%
HCA
43
Horan Capital Advisors
Ohio
$2K – – –
Barclays
44
Barclays
United Kingdom
$1K – – –
IRC
45
Investors Research Corp
Georgia
$1K – – –
TFGT
46
TS Financial Group (TSFG)
Illinois
$1K – – –
CWP
47
CFM Wealth Partners
Texas
$1K +$1K +57 New
SPIA
48
Steward Partners Investment Advisory
New York
– -$511K -29,063 Closed
Jane Street
49
Jane Street
New York
– -$281K -15,937 Closed
CAG
50
Crestwood Advisors Group
Massachusetts
– -$262K -14,855 Closed
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