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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

63 hedge funds and large institutions have $76.7M invested in iShares US Oil Equipment & Services ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-18
Holders Change %
-22.22%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
36
Closed
22
Calls
$1.02M
Puts
$117K
Net Calls
+$907K
Net Calls Change
-$49K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$3.22M
3
VCAM
3
Van Cleef Asset Management
Ohio
$3.77M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$775K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.38M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$21.4M
3
Ameriprise
3
Ameriprise
Minnesota
$866K
4
FMP
4
Financial Management Professionals
Texas
$0
5
UBS Group
5
UBS Group
Switzerland
$823K
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
26
HRT Financial
New York
$588K -$1.17M -58,271 -67%
SLFPAM
27
St. Louis Financial Planners Asset Management
Missouri
$580K +$18.9K +937 +3%
SWM
28
SeaCrest Wealth Management
New York
$519K -$44.5K -2,211 -8%
WPW
29
Waldron Private Wealth
Pennsylvania
$501K – – –
EWM
30
Executive Wealth Management
Michigan
$473K -$56K -2,785 -11%
NAM
31
NTV Asset Management
West Virginia
$441K -$50.3K -2,500 -10%
PA
32
Parallel Advisors
California
$373K -$56.7K -2,820 -13%
MAP
33
Milestone Advisory Partners
North Carolina
$334K -$78K -3,878 -19%
HighTower Advisors
34
HighTower Advisors
Illinois
$302K -$76.4K -3,802 -20%
IF
35
Intrua Financial
Texas
$298K +$9.01K +448 +3%
Stifel Financial
36
Stifel Financial
Missouri
$264K -$1.32M -65,703 -83%
SI
37
Stephens Inc
Arkansas
$263K -$85.3K -4,241 -25%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$253K -$69.7K -3,466 -22%
ASN
39
Advisory Services Network
Georgia
$239K +$83.4K +4,147 +54%
PWM
40
Perigon Wealth Management
California
$231K -$5.07K -252 -2%
SC
41
Scotia Capital
Ontario, Canada
$202K -$17.5K -870 -8%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$202K -$758K -37,672 -79%
AR
43
Apeiron RIA
Texas
$200K -$309K -15,350 -61%
Citigroup
44
Citigroup
New York
$174K +$8.05K +400 +5%
TFA
45
Toth Financial Advisory
Virginia
$148K – – –
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$117K +$38.9K +544 +50%
BWM
47
Baystate Wealth Management
Massachusetts
$64.5K -$8.71K -433 -12%
GRP
48
Global Retirement Partners
California
$51K +$47.1K +2,343 +1,233%
NA
49
NewEdge Advisors
Louisiana
$47.1K -$5.29K -263 -10%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$27.7K +$6.36K +289 +30%
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