iShares US Oil Equipment & Services ETF
IEZ
95 hedge funds and large institutions have $214M invested in iShares US Oil Equipment & Services ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.
1,033% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 3
653% more call options, than puts
Call options by funds: $1.08M | Put options by funds: $144K
169% more capital invested
Capital invested by funds: $79.4M → $214M (+$134M)
48% more funds holding
Funds holding: 64 → 95 (+31)
19.52% more ownership
Funds ownership: 43.53% → 63.05% (+20%)
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$21.6M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$15M |
| 3 |
Morgan Stanley
New York
|
+$14.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.7M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$9.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$5.45M |
| 2 |
Jane Street
New York
|
-$2.3M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$1.39M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.1M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$642K |
IEZ Hedge Fund Activity: Q3 2023 in Review
95 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q3 2023, worth a combined $214M — up 169% from $79.4M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IEZ positions and 3 closed out — a net gain of 31 holders — while 24 added to existing stakes and 21 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $21.6M. The largest seller was Goldman Sachs, cutting an estimated $5.45M.
- 95 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q3 2023, up from 64 in Q2 2023.
- Funds reported $214M of iShares US Oil Equipment & Services ETF stock for Q3 2023, up 169% quarter-over-quarter.
- 34 funds opened new iShares US Oil Equipment & Services ETF positions in Q3 2023 and 3 closed out, a net change of +31 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q3 2023 was MML Investors Services, an estimated $21.6M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q3 2023 was Goldman Sachs, an estimated $5.45M sold.
Based on aggregated 13F filings for Q3 2023.