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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

55 hedge funds and large institutions have $76.6M invested in iShares US Oil Equipment & Services ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+17
Holders Change %
+44.74%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
14
Reduced
7
Closed
8
Calls
$555K
Puts
$251K
Net Calls
+$304K
Net Calls Change
+$311K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.8M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$7.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.16M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
CS
2
Cannell & Spears
New York
$0
3
EH
3
Equitable Holdings
New York
$0
4
TFF
4
The Family Firm
Maryland
$140K
5
Citadel Advisors
5
Citadel Advisors
Florida
$349K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$226K +$226K +26,277 New
SPIA
27
Steward Partners Investment Advisory
New York
$221K +$221K +25,654 New
AC
28
Addison Capital
Pennsylvania
$185K -$698 -81 -0.4%
Marshall Wace
29
Marshall Wace
United Kingdom
$172K +$172K +19,922 New
LPL Financial
30
LPL Financial
California
$158K +$32.5K +3,778 +26%
TFF
31
The Family Firm
Maryland
$140K -$36.2K -4,213 -21%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$120K +$98.4K +11,390 +456%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$104K -$1.05K -122 -1%
SFSG
34
Stearns Financial Services Group
North Carolina
$102K +$102K +11,876 New
GRP
35
Global Retirement Partners
California
$101K -$13.7K -1,596 -12%
AF
36
Advisornet Financial
Minnesota
$28K +$28K +3,212 New
AssetMark Inc
37
AssetMark Inc
California
$24K +$24K +2,762 New
CG
38
Cutler Group
California
$16K +$16K +1,900 New
PIMG
39
Patriot Investment Management Group
Tennessee
$14.2K +$14.2K +1,655 New
CFG
40
Citizens Financial Group
Rhode Island
$13K – – –
PAG
41
Private Advisor Group
New Jersey
$12K +$12K +1,397 New
QCG
42
Quadrant Capital Group
Ohio
$7K +$27 +3 +0.4%
PAIM
43
Punch & Associates Investment Management
Minnesota
$6K +$5.43K +664 +949%
AAP
44
Arax Advisory Partners
Colorado
$5K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$5K +$18 +2 +0.4%
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$4K +$2.84K +355 +245%
TFO
48
Tarbox Family Office
California
$3K – – –
IRC
49
Investors Research Corp
Georgia
$1K – – –
TC
50
Truvestments Capital
Florida
$1K – – –
1
2
3