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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

88 hedge funds and large institutions have $189M invested in iShares US Oil Equipment & Services ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-7
Holders Change %
-7.37%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
25
Reduced
32
Closed
17
Calls
$1.41M
Puts
$97K
Net Calls
+$1.31M
Net Calls Change
+$769K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$21.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.3M
3
PFS
3
Prospera Financial Services
Texas
$6.99M
4
UBS Group
4
UBS Group
Switzerland
$6.06M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.44M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
SFI
2
SPC Financial Inc
Maryland
$248K
3
MWM
3
MinichMacGregor Wealth Management
New York
$1.58M
4
ASN
4
Advisory Services Network
Georgia
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$4.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
26
Muirfield Wealth Advisors
North Carolina
$951K +$231K +9,773 +32%
Two Sigma Investments
27
Two Sigma Investments
New York
$877K -$1.29M -54,400 -59%
KWM
28
Kingsview Wealth Management
Oregon
$789K -$291K -12,317 -27%
Corient Private Wealth
29
Corient Private Wealth
Florida
$687K +$591 +25 +0.1%
RWM
30
Revisor Wealth Management
Ohio
$663K +$369K +16,212 +125%
SI
31
Stephens Inc
Arkansas
$573K -$108K -4,560 -16%
GS
32
GTS Securities
New York
$566K +$566K +23,934 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$532K -$652K -27,566 -55%
DC
34
Davenport & Co
Virginia
$494K – – –
Jane Street
35
Jane Street
New York
$491K +$156K +6,614 +47%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$479K -$17.7K -750 -4%
PA
37
Parallel Advisors
California
$476K -$116K -4,904 -20%
WPW
38
Waldron Private Wealth
Pennsylvania
$476K – – –
SWM
39
SeaCrest Wealth Management
New York
$403K -$52.8K -2,233 -12%
OC
40
Oppenheimer & Co
New York
$366K +$8.56K +362 +2%
IF
41
Intrua Financial
Texas
$351K – – –
CFO
42
Colony Family Offices
North Carolina
$348K – – –
RJFSA
43
Raymond James Financial Services Advisors
Florida
$346K -$5.06M -213,831 -94%
GRP
44
Global Retirement Partners
California
$321K -$4.16K -176 -1%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$304K +$3.88K +164 +1%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$301K +$243K +10,277 +421%
KF
47
KKM Financial
Illinois
$289K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$287K +$686 +29 +0.2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$287K -$418K -17,659 -59%
PWM
50
Perigon Wealth Management
California
$272K – – –
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