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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

94 hedge funds and large institutions have $210M invested in iShares US Oil Equipment & Services ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+31
Holders Change %
+49.21%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
34
Increased
23
Reduced
21
Closed
3
Calls
$1.08M
Puts
$144K
Net Calls
+$940K
Net Calls Change
+$33K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$22M
2
SFI
2
SPC Financial Inc
Maryland
$15.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$10M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.05M
2
Jane Street
2
Jane Street
New York
$1.04M
3
AWS
3
Atria Wealth Solutions
New York
$1.81M
4
TRCT
4
Tower Research Capital (TRC)
New York
$120K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.39M +$1.39M +57,766 New
Ameriprise
27
Ameriprise
Minnesota
$1.35M +$317K +13,170 +31%
RJA
28
Raymond James & Associates
Florida
$1.35M -$32.3K -1,345 -2%
LG
29
Leuthold Group
Minnesota
$1.2M +$1.2M +50,011 New
GC
30
Grimes & Company
Massachusetts
$1.18M -$22.3K -928 -2%
Citadel Advisors
31
Citadel Advisors
Florida
$1.18M -$224K -9,321 -16%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.12M +$1.12M +46,483 New
Jane Street
33
Jane Street
New York
$1.04M -$2.34M -97,249 -69%
PFS
34
Prospera Financial Services
Texas
$827K +$59K +2,452 +8%
Corient Private Wealth
35
Corient Private Wealth
Florida
$827K – – –
SI
36
Stephens Inc
Arkansas
$747K +$433K +18,023 +138%
PA
37
Parallel Advisors
California
$659K +$214K +8,885 +48%
SWM
38
SeaCrest Wealth Management
New York
$604K -$16.2K -674 -3%
DC
39
Davenport & Co
Virginia
$586K +$586K +24,360 New
NAM
40
NTV Asset Management
West Virginia
$553K +$26.3K +1,093 +5%
WPW
41
Waldron Private Wealth
Pennsylvania
$550K -$50.6K -2,100 -8%
EWM
42
Executive Wealth Management
Michigan
$515K -$50.5K -2,099 -9%
CAN
43
Cetera Advisor Networks
California
$514K +$514K +21,395 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$506K +$474K +18,835 +1,497%
HighTower Advisors
45
HighTower Advisors
Illinois
$505K +$143K +5,946 +40%
RWM
46
Revisor Wealth Management
Ohio
$497K +$497K +20,667 New
WIA
47
World Investment Advisors
California
$491K +$491K +20,382 New
Truist Financial
48
Truist Financial
North Carolina
$488K +$488K +20,309 New
SFG
49
Summit Financial Group
West Virginia
$470K -$258K -10,750 -35%
MAP
50
Milestone Advisory Partners
North Carolina
$449K +$50.2K +2,087 +13%
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