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iShares US Oil Equipment & Services ETF

70 hedge funds and large institutions have $59.8M invested in iShares US Oil Equipment & Services ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $993K | Put options by funds: $280K

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $51.8M → $59.8M (+$7.97M)

11% more funds holding

Funds holding: 6370 (+7)

0.16% less ownership

Funds ownership: 45.51%45.36% (-0.16%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
19
Reduced
22
Closed
6
Calls
$993K
Puts
$280K
Net Calls
+$713K
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$578K -$667K -32,869 -54%
TRCT
27
Tower Research Capital (TRC)
New York
$561K +$415K +20,458 +318%
Goldman Sachs
28
Goldman Sachs
New York
$542K
Truist Financial
29
Truist Financial
North Carolina
$538K -$438K -21,575 -46%
MML Investors Services
30
MML Investors Services
Massachusetts
$459K +$34.8K +1,713 +8%
Corient Private Wealth
31
Corient Private Wealth
Florida
$419K +$408K +20,100 New
P
32
&Partners
Tennessee
$396K -$20K -985 -5%
WPW
33
Waldron Private Wealth
Pennsylvania
$389K
FTUS
34
Flow Traders U.S.
New York
$377K +$367K +18,053 New
PP
35
Patten & Patten
Tennessee
$293K -$131K -6,435 -31%
BPA
36
Beacon Pointe Advisors
California
$271K +$263K +12,978 New
SA
37
Sanctuary Advisors
Indiana
$249K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$219K +$8.55K +421 +4%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$122K -$53.6K -2,642 -31%
TFA
40
Toth Financial Advisory
Virginia
$85.6K
Osaic Holdings
41
Osaic Holdings
Arizona
$68.2K -$66.4K -3,272 -50%
GRP
42
Global Retirement Partners
California
$67.2K -$14.9K -735 -19%
AF
43
Allworth Financial
California
$60K -$13.6K -670 -19%
HI
44
Harbour Investments
Wisconsin
$59.9K +$57.3K +2,821 +5,642%
SS
45
Sunbelt Securities
Texas
$48.8K -$61.6K -3,035 -56%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$48K
KAS
47
Kestra Advisory Services
Texas
$47.7K +$46.4K +2,287 New
LBC
48
Lowe Brockenbrough & Co
Virginia
$42.9K +$41.7K +2,055 New
MCM
49
MAI Capital Management
Ohio
$38.4K
SIS
50
Strategic Investment Solutions
Illinois
$35.1K +$34.1K +1,681 New

IEZ Hedge Fund Activity: Q4 2025 in Review

70 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2025, worth a combined $59.8M — up 15% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IEZ positions and 6 closed out — a net gain of 9 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Littlejohn Financial Services, opening a new position worth an estimated $1.38M. The largest seller was Brown Advisory, exiting entirely with an estimated $1.67M sold.

  • 70 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2025, up from 63 in Q3 2025.
  • Funds reported $59.8M of iShares US Oil Equipment & Services ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 15 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2025 and 6 closed out, a net change of +9 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q4 2025 was Littlejohn Financial Services, an estimated $1.38M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q4 2025 was Brown Advisory, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2025.