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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

38 hedge funds and large institutions have $6.09M invested in iShares US Oil Equipment & Services ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-11
Holders Change %
-22.45%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
12
Closed
17
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.74M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$735K
3
AC
Addison Capital
Pennsylvania
$128K
4
EH
Equitable Holdings
New York
$80K
5
FBA
Front Barnett Associates
Illinois
$550K

Top Sellers

1
FWCM
Ferguson Wellman Capital Management
Oregon
$0
2
MAA
Matrix Asset Advisors
New York
$0
3
BCM
Blume Capital Management
California
$0
4
VCAM
Van Cleef Asset Management
Ohio
$0
5
Ameriprise
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$3K +$1.91K +350 +175%
TFO
27
Tarbox Family Office
California
$2K – – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$1K – – –
TFGT
29
TS Financial Group (TSFG)
Illinois
$1K – – –
AIC
30
Ameritas Investment Company
Nebraska
$1K +$1K +100 New
TC
31
Truvestments Capital
Florida
$1K +$1K +185 New
Barclays
32
Barclays
United Kingdom
$1K +$797 +200 +392%
FWCM
33
Ferguson Wellman Capital Management
Oregon
– -$6.7M -329,620 Closed
MAA
34
Matrix Asset Advisors
New York
– -$2.39M -117,311 Closed
BCM
35
Blume Capital Management
California
– -$1.3M -63,950 Closed
VCAM
36
Van Cleef Asset Management
Ohio
– -$1.01M -49,560 Closed
Ameriprise
37
Ameriprise
Minnesota
– -$830K -40,772 Closed
CCM
38
Condor Capital Management
New Jersey
– -$668K -32,835 Closed
RJA
39
Raymond James & Associates
Florida
– -$388K -19,092 Closed
Mariner
40
Mariner
Kansas
– -$328K -16,137 Closed
JIC
41
Johnson Investment Counsel
Ohio
– -$269K -13,240 Closed
IFS
42
Ifrah Financial Services
Arkansas
– -$202K -9,924 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– -$117K -5,744 Closed
USGIU
44
U.S. Global Investors (USGI)
Texas
– -$112K -5,500 Closed
William Blair & Company
45
William Blair & Company
Illinois
– -$31K -1,540 Closed
WT
46
Whittier Trust
California
– -$30K -1,500 Closed
NFG
47
Next Financial Group
Texas
– -$3K -147 Closed
HCA
48
Horan Capital Advisors
Ohio
– -$2K -115 Closed
CWP
49
CFM Wealth Partners
Texas
– -$1K -57 Closed
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