IEZ icon

iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

63 hedge funds and large institutions have $48.9M invested in iShares US Oil Equipment & Services ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
63
Holders Change
-12
Holders Change %
-16%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
24
Reduced
24
Closed
12
Calls
$451K
Puts
–
Net Calls
+$451K
Net Calls Change
-$36K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.83M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.51M
3
KPWS
3
Kestra Private Wealth Services
Texas
$1.29M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.01M
5
QC
5
Quadrature Capital
United Kingdom
$787K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.33M
3
Wells Fargo
3
Wells Fargo
California
$473K
4
SWM
4
SeaCrest Wealth Management
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$859K
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
51
EverSource Wealth Advisors
Alabama
$5.43K 320 -550 -63%
CA
52
Clearstead Advisors
Ohio
$5.35K 315 +1 +0.3%
NECFA
53
New England Capital Financial Advisors
Connecticut
$3.54K 208 +1 +0.5%
NP
54
NorthRock Partners
Minnesota
$3.06K 180 – –
Simplex Trading
55
Simplex Trading
Illinois
$3K 212 +200 +1,667%
CMA
56
Cedar Mountain Advisors
Oregon
$2.77K 163 +1 +0.6%
BLC
57
Brown, Lisle/Cummings
Rhode Island
$2.44K 144 – –
CIA
58
Cape Investment Advisory
Georgia
$1.72K 101 +1 +1%
AWM
59
AE Wealth Management
Kansas
$899 53 -116 -69%
HI
60
Harbour Investments
Wisconsin
$849 50 – –
IRC
61
Investors Research Corp
Georgia
$475 28 – –
William Blair & Company
62
William Blair & Company
Illinois
$390 23 – –
CAM
63
Creekmur Asset Management
Illinois
$42 2 – –
SWM
64
SeaCrest Wealth Management
New York
– – -81,462 Closed
MC
65
Medici Capital
California
– – -30,000 Closed
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
– – -20,395 Closed
LBC
67
Lowe Brockenbrough & Co
Virginia
– – -12,841 Closed
IF
68
Intrua Financial
Texas
– – -12,381 Closed
KWM
69
Kingsview Wealth Management
Oregon
– – -11,456 Closed
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
– – -10,394 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– – -3,203 Closed
Comerica Bank
72
Comerica Bank
Texas
– – -1,150 Closed
CA
73
Continuum Advisory
Idaho
– – -800 Closed
CCM
74
Coldstream Capital Management
Washington
– – -703 Closed
Russell Investments Group
75
Russell Investments Group
United Kingdom
– – -28 Closed
1 2
3