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iShares US Oil Equipment & Services ETF

63 hedge funds and large institutions have $51.2M invested in iShares US Oil Equipment & Services ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $833K | Put options by funds: $176K

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

2.24% less ownership

Funds ownership: 47.95%45.71% (-2.2%)

17% less funds holding

Funds holding: 7663 (-13)

31% less capital invested

Capital invested by funds: $74.3M → $51.2M (-$23.1M)

87% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 15

Holders
63
Holders Change
-13
Holders Change %
-17.11%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
23
Reduced
25
Closed
15
Calls
$833K
Puts
$176K
Net Calls
+$657K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$473K -$3.39M -202,318 -88%
P
27
&Partners
Tennessee
$376K -$93.4K -5,578 -20%
GS
28
GTS Securities
New York
$372K -$82.3K -4,916 -18%
WPW
29
Waldron Private Wealth
Pennsylvania
$317K
RWM
30
Revisor Wealth Management
Ohio
$309K -$152K -9,085 -35%
MML Investors Services
31
MML Investors Services
Massachusetts
$300K +$10.7K +640 +4%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$265K -$147K -8,785 -36%
SA
33
Sanctuary Advisors
Indiana
$260K +$257K +15,329 New
ARMT
34
Amica Retiree Medical Trust
Rhode Island
$243K
TFF
35
The Family Firm
Maryland
$228K +$988 +59 +0.4%
Corient Private Wealth
36
Corient Private Wealth
Florida
$171K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$155K +$24.8K +1,479 +19%
SS
38
Sunbelt Securities
Texas
$154K -$469 -28 -0.4%
GRP
39
Global Retirement Partners
California
$150K +$148K +8,836 New
JP Morgan Chase
40
JP Morgan Chase
New York
$143K -$7.11K -425 -5%
Osaic Holdings
41
Osaic Holdings
Arizona
$119K -$5.51K -329 -4%
AF
42
Allworth Financial
California
$88.5K -$2.78K -166 -3%
TFA
43
Toth Financial Advisory
Virginia
$69.6K -$38.1K -2,275 -36%
MCM
44
MAI Capital Management
Ohio
$31.2K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$29.7K -$1.81K -108 -6%
US Bancorp
46
US Bancorp
Minnesota
$26.7K -$4.18K -250 -14%
FFA
47
Founders Financial Alliance
North Carolina
$18.5K +$50 +3 +0.3%
PA
48
Parallel Advisors
California
$10.2K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$8K
NA
50
NewEdge Advisors
Louisiana
$7.5K -$18K -1,077 -71%

IEZ Hedge Fund Activity: Q2 2025 in Review

63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2025, worth a combined $51.2M — down 31% from $74.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IEZ and 2 opened new positions — a net loss of 13 holders — while 25 trimmed existing stakes and 23 added.

The largest buyer was UBS Group, adding an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $4.63M.

  • 63 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2025, down from 76 in Q1 2025.
  • Funds reported $51.2M of iShares US Oil Equipment & Services ETF stock for Q2 2025, down 31% quarter-over-quarter.
  • 2 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2025 and 15 closed out, a net change of -13 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q2 2025 was UBS Group, an estimated $1.1M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.63M sold.

Based on aggregated 13F filings for Q2 2025.