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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

95 hedge funds and large institutions have $230M invested in iShares US Oil Equipment & Services ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
28
Reduced
40
Closed
11
Calls
$735K
Puts
$191K
Net Calls
+$544K
Net Calls Change
-$396K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.01M
4
PFS
4
Prospera Financial Services
Texas
$4.2M
5
WDL
5
Well Done LLC
Michigan
$3.37M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$9.58M
2
SFI
2
SPC Financial Inc
Maryland
$8.18M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.97M
4
Bank of America
4
Bank of America
North Carolina
$9.42M
5
KWM
5
Kingsview Wealth Management
Oregon
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$1.64M -$3.64K -166 -0.2%
LPL Financial
27
LPL Financial
California
$1.61M -$404K -18,451 -20%
Mariner
28
Mariner
Kansas
$1.32M +$33.7K +1,536 +3%
LG
29
Leuthold Group
Minnesota
$1.21M +$113K +5,135 +10%
EE
30
EWG Elevate
California
$1.14M +$1.14M +51,913 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.1M -$169K -7,722 -13%
GC
32
Grimes & Company
Massachusetts
$1.08M +$2.26K +103 +0.2%
KWM
33
Kingsview Wealth Management
Oregon
$1M -$1.24M -56,531 -55%
Citadel Advisors
34
Citadel Advisors
Florida
$938K -$135K -6,140 -13%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$938K +$938K +42,788 New
MWA
36
Muirfield Wealth Advisors
North Carolina
$667K +$667K +30,443 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$653K -$614K -27,992 -48%
Corient Private Wealth
38
Corient Private Wealth
Florida
$636K -$118K -5,361 -16%
SI
39
Stephens Inc
Arkansas
$631K -$49.6K -2,264 -7%
GCP
40
GSA Capital Partners
United Kingdom
$565K +$565K +25,779 New
PA
41
Parallel Advisors
California
$549K -$52K -2,371 -9%
HighTower Advisors
42
HighTower Advisors
Illinois
$511K +$52.3K +2,393 +11%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$460K -$558K -25,476 -55%
DC
44
Davenport & Co
Virginia
$458K -$76.3K -3,480 -14%
WPW
45
Waldron Private Wealth
Pennsylvania
$441K -$59.4K -2,711 -12%
EWM
46
Executive Wealth Management
Michigan
$427K -$42.5K -1,938 -9%
SWM
47
SeaCrest Wealth Management
New York
$417K -$126K -5,819 -23%
Truist Financial
48
Truist Financial
North Carolina
$385K -$60.2K -2,747 -14%
TRCT
49
Tower Research Capital (TRC)
New York
$337K +$228K +10,411 +209%
OC
50
Oppenheimer & Co
New York
$331K -$12.6K -575 -4%
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