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iShares US Oil Equipment & Services ETF

63 hedge funds and large institutions have $51.8M invested in iShares US Oil Equipment & Services ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $725K | Put options by funds: $201K

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more capital invested

Capital invested by funds: $51.2M → $51.8M (+$565K)

0% more funds holding

Funds holding: 6363 (0)

0.2% less ownership

Funds ownership: 45.71%45.51% (-0.2%)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
22
Closed
9
Calls
$725K
Puts
$201K
Net Calls
+$524K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
Patten & Patten
Tennessee
$395K -$207K -11,265 -36%
MML Investors Services
27
MML Investors Services
Massachusetts
$391K +$47K +2,562 +14%
P
28
&Partners
Tennessee
$385K -$39.8K -2,166 -10%
WPW
29
Waldron Private Wealth
Pennsylvania
$360K
ARMT
30
Amica Retiree Medical Trust
Rhode Island
$276K
SA
31
Sanctuary Advisors
Indiana
$231K -$62K -3,376 -22%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$195K +$18K +980 +11%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$169K -$129K -7,051 -45%
JP Morgan Chase
34
JP Morgan Chase
New York
$161K -$1.41K -77 -0.9%
Osaic Holdings
35
Osaic Holdings
Arizona
$125K -$8.63K -470 -7%
TRCT
36
Tower Research Capital (TRC)
New York
$124K +$118K +6,429 New
SS
37
Sunbelt Securities
Texas
$104K -$43.8K -2,385 -31%
TFA
38
Toth Financial Advisory
Virginia
$79.1K
GRP
39
Global Retirement Partners
California
$76.3K -$89.6K -4,882 -55%
AF
40
Allworth Financial
California
$68.4K -$30.7K -1,672 -32%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$44.4K +$42.2K +2,300 New
MCM
42
MAI Capital Management
Ohio
$35.5K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$34.5K +$679 +37 +2%
US Bancorp
44
US Bancorp
Minnesota
$30.4K
FFA
45
Founders Financial Alliance
North Carolina
$21.1K +$73 +4 +0.4%
BTI
46
Blue Trust Inc
Georgia
$14.9K +$14.1K +770 New
Group One Trading
47
Group One Trading
Illinois
$12.2K +$11.6K +632 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$9K
NA
49
NewEdge Advisors
Louisiana
$8.53K
CA
50
Clearstead Advisors
Ohio
$6.12K +$37 +2 +0.6%

IEZ Hedge Fund Activity: Q3 2025 in Review

63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q3 2025, worth a combined $51.8M — up 1.1% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IEZ positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 22 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $1.59M. The largest seller was Morgan Stanley, cutting an estimated $3.54M.

  • 63 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $51.8M of iShares US Oil Equipment & Services ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 10 funds opened new iShares US Oil Equipment & Services ETF positions in Q3 2025 and 9 closed out, a net change of +1 holder.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q3 2025 was Brown Advisory, an estimated $1.59M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q3 2025 was Morgan Stanley, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2025.