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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

72 hedge funds and large institutions have $241M invested in iShares US Oil Equipment & Services ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+37
Holders Change %
+105.71%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
12
Reduced
5
Closed
10
Calls
$314K
Puts
$1K
Net Calls
+$313K
Net Calls Change
+$513K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$77.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.1M
3
Wells Fargo
3
Wells Fargo
California
$17.4M
4
SFI
4
SPC Financial Inc
Maryland
$16.2M
5
Bank of America
5
Bank of America
North Carolina
$14.1M

Top Sellers

1
EE
1
EWG Elevate
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$618K +$618K +46,152 New
BCM
27
Beaumont Capital Management
Massachusetts
$610K +$610K +45,501 New
AIC
28
Ameritas Investment Company
Nebraska
$516K +$516K +38,479 New
SI
29
Stephens Inc
Arkansas
$506K +$290K +21,646 +135%
OAM
30
Occidental Asset Management
California
$497K -$10.2K -759 -2%
W
31
WealthOne
New York
$474K +$474K +35,363 New
TRCT
32
Tower Research Capital (TRC)
New York
$430K -$105K -7,841 -20%
Northern Trust
33
Northern Trust
Illinois
$422K +$422K +31,447 New
DC
34
Davenport & Co
Virginia
$383K +$383K +28,570 New
SFS
35
Sowell Financial Services
Arkansas
$333K +$333K +23,000 New
BFA
36
Beaumont Financial Advisors
Massachusetts
$331K +$331K +24,694 New
LPL Financial
37
LPL Financial
California
$320K +$83.8K +6,242 +35%
SPIA
38
Steward Partners Investment Advisory
New York
$318K +$316K +23,600 +23,600%
CB
39
Commerce Bank
Missouri
$283K +$283K +21,095 New
CG
40
Cutler Group
California
$280K +$280K +20,900 New
NAM
41
NTV Asset Management
West Virginia
$268K +$268K +20,000 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$179K +$179K +13,353 New
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$168K +$168K +12,500 New
EH
44
Equitable Holdings
New York
$162K +$162K +12,060 New
HighTower Advisors
45
HighTower Advisors
Illinois
$159K – – –
SPC
46
Sigma Planning Corp
Michigan
$158K +$158K +11,759 New
PCM
47
Penserra Capital Management
California
$154K +$154K +11,496 New
CF
48
Centaurus Financial
California
$151K +$151K +11,288 New
ICP
49
Interchange Capital Partners
Pennsylvania
$140K +$140K +10,484 New
TFF
50
The Family Firm
Maryland
$139K -$28.9K -2,156 -17%
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