IEZ icon

iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

75 hedge funds and large institutions have $70.7M invested in iShares US Oil Equipment & Services ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
22
Reduced
25
Closed
5
Calls
$922K
Puts
$435K
Net Calls
+$487K
Net Calls Change
+$540K

Top Buyers

1
SWM
SeaCrest Wealth Management
New York
+$1.26M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$975K
3
SPIA
Steward Partners Investment Advisory
New York
+$971K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$795K
5
Stifel Financial
Stifel Financial
Missouri
+$788K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.64M
2
UBS Group
UBS Group
Switzerland
-$1.67M
3
GC
Grimes & Company
Massachusetts
-$1.48M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$738K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$699K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
Revisor Wealth Management
Ohio
$508K -$126K -6,464 -20%
Goldman Sachs
27
Goldman Sachs
New York
$507K -$3.32K -170 -0.7%
KPWS
28
Kestra Private Wealth Services
Texas
$504K +$504K +25,834 New
Jones Financial Companies
29
Jones Financial Companies
Missouri
$472K +$227K +11,702 +93%
Truist Financial
30
Truist Financial
North Carolina
$448K +$448K +22,976 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$398K +$398K +20,395 New
WPW
32
Waldron Private Wealth
Pennsylvania
$364K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$333K -$298K -15,250 -47%
Citadel Advisors
34
Citadel Advisors
Florida
$304K +$35.3K +1,809 +13%
QC
35
Quadrature Capital
United Kingdom
$281K +$281K +14,404 New
ARMT
36
Amica Retiree Medical Trust
Rhode Island
$279K -$66.6K -3,414 -19%
TFF
37
The Family Firm
Maryland
$261K +$16.9K +868 +7%
LBC
38
Lowe Brockenbrough & Co
Virginia
$250K -$245K -12,549 -49%
IF
39
Intrua Financial
Texas
$241K – – –
KWM
40
Kingsview Wealth Management
Oregon
$223K -$156K -7,975 -41%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$203K +$203K +10,394 New
CAM
42
Cresset Asset Management
Illinois
$201K +$936 +48 +0.5%
Corient Private Wealth
43
Corient Private Wealth
Florida
$196K -$242K -12,392 -55%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$172K -$29.6K -1,520 -15%
SS
45
Sunbelt Securities
Texas
$152K +$546 +28 +0.4%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$149K +$149K +7,635 New
Osaic Holdings
47
Osaic Holdings
Arizona
$143K +$17.4K +894 +14%
TFA
48
Toth Financial Advisory
Virginia
$124K – – –
AF
49
Allworth Financial
California
$87.1K -$30.4K -1,875 -26%
TRCT
50
Tower Research Capital (TRC)
New York
$78.5K +$77.1K +3,146 +5,519%
1
2
3 4