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iShares US Oil Equipment & Services ETF
IEZ

63 hedge funds and large institutions have $169M invested in iShares US Oil Equipment & Services ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more capital invested

Capital invested by funds: $44M → $169M (+$125M)

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

151% more call options, than puts

Call options by funds: $567K | Put options by funds: $226K

37% more funds holding

Funds holding: 46 → 63 (+17)

16.33% more ownership

Funds ownership: 43.41% → 59.74% (+16%)

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
24
Reduced
7
Closed
8
Calls
$567K
Puts
$226K
Net Calls
+$341K
Net Calls Change
+$387K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.9M
2
MML Investors Services
MML Investors Services
Massachusetts
+$8.69M
3
Ameriprise
Ameriprise
Minnesota
+$7.65M
4
Wells Fargo
Wells Fargo
California
+$7.19M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.16M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$757K
2
GC
Grimes & Company
Massachusetts
-$486K
3
OAM
Occidental Asset Management
California
-$458K
4
FTUS
Flow Traders U.S.
New York
-$452K
5
SFG
Summit Financial Group
West Virginia
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
26
Financial Services Advisory
Maryland
$907K +$789K +47,034 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$875K +$761K +45,364 New
CCA
28
Cottonwood Capital Advisors
Utah
$722K -$9.87K -588 -2%
WPW
29
Waldron Private Wealth
Pennsylvania
$638K +$555K +33,102 New
DC
30
Davenport & Co
Virginia
$612K +$533K +31,761 New
BCM
31
Brookstone Capital Management
Illinois
$602K +$521K +31,021 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$595K +$214K +12,739 +70%
Citadel Advisors
33
Citadel Advisors
Florida
$491K +$427K +25,453 New
SPIA
34
Steward Partners Investment Advisory
New York
$478K +$415K +24,706 +24,706%
APA
35
American Portfolios Advisors
New York
$471K +$409K +24,345 +32,899%
PA
36
Parallel Advisors
California
$410K +$353K +21,029 New
KPW
37
Kore Private Wealth
New York
$355K +$111K +6,610 +56%
HF
38
HRT Financial
New York
$310K +$270K +16,115 New
SPC
39
Sigma Planning Corp
Michigan
$297K +$61.9K +3,691 +31%
CB
40
Commerce Bank
Missouri
$291K – – –
SI
41
Stephens Inc
Arkansas
$271K -$20.1K -1,200 -8%
Citigroup
42
Citigroup
New York
$221K +$138K +8,249 +258%
PWM
43
Perigon Wealth Management
California
$218K +$189K +11,282 New
DY
44
Dowling & Yahnke
California
$193K – – –
TFA
45
Toth Financial Advisory
Virginia
$141K +$119K +7,083 +2,845%
Simplex Trading
46
Simplex Trading
Illinois
$117K +$103K +6,115 New
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$68K +$20.8K +1,239 +54%
GRP
48
Global Retirement Partners
California
$62K +$53.6K +3,195 New
PFS
49
Prospera Financial Services
Texas
$57K +$49.2K +2,932 New
FFA
50
Founders Financial Alliance
North Carolina
$42K -$13.1K -780 -26%
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IEZ Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q1 2022, worth a combined $169M — up 284% from $44M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IEZ positions and 8 closed out — a net gain of 18 holders — while 24 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Tower Research Capital (TRC), cutting an estimated $757K.

  • 63 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q1 2022, up from 46 in Q4 2021.
  • Funds reported $169M of iShares US Oil Equipment & Services ETF stock for Q1 2022, up 284% quarter-over-quarter.
  • 26 funds opened new iShares US Oil Equipment & Services ETF positions in Q1 2022 and 8 closed out, a net change of +18 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q1 2022 was Morgan Stanley, an estimated $25.9M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q1 2022 was Tower Research Capital (TRC), an estimated $757K sold.

Based on aggregated 13F filings for Q1 2022.