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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

109 hedge funds and large institutions have $160M invested in iShares US Oil Equipment & Services ETF in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
109
Holders Change
+14
Holders Change %
+14.74%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
27
Reduced
33
Closed
15
Calls
$1.14M
Puts
$718K
Net Calls
+$420K
Net Calls Change
+$587K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.8M
2
MG
2
Mather Group
Illinois
$9.42M
3
SEIA
3
Signature Estate & Investment Advisors
California
$6.9M
4
CTB
4
Country Trust Bank
Illinois
$4M
5
TRCT
5
Tower Research Capital (TRC)
New York
$4.09M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.37M
2
CS
2
Credit Suisse
Switzerland
$265K
3
ST
3
Spinnaker Trust
Maine
$0
4
VF
4
Virtu Financial
New York
$0
5
CIM
5
Confluence Investment Management
Missouri
$867K
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
51
Shoker Investment Counsel
Ohio
$276K 5,528 -3,930 -42%
WS
52
Wedbush Securities
California
$272K 5,435 +225 +4%
SWP
53
Stratos Wealth Partners
Ohio
$271K 5,428 +5,428 New
CS
54
Credit Suisse
Switzerland
$265K 5,309 -80,957 -94%
PA
55
Pinnacle Associates
New York
$265K 5,310 -850 -14%
RT
56
Rockland Trust
Massachusetts
$242K 4,842 +4,842 New
SI
57
Stephens Inc
Arkansas
$238K 4,770 +935 +24%
MG
58
MDE Group
New Jersey
$236K 4,725 – –
PTC
59
Private Trust Company
Ohio
$231K 4,635 +4,400 +1,872%
PI
60
Placemark Investments
Illinois
$229K 4,577 -10,083 -69%
Brown Advisory
61
Brown Advisory
Maryland
$211K 4,230 +4,230 New
WT
62
Washington Trust
Rhode Island
$201K 4,015 -2,552 -39%
V
63
Veritable
Delaware
$201K 4,029 +235 +6%
AIG
64
American International Group
New York
$172K 3,452 +3,003 +669%
Axa
65
Axa
France
$112K 2,250 – –
OSNBOA
66
Old Second National Bank of Aurora
Illinois
$100K 2,000 – –
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$96K 1,925 -975 -34%
WTC
68
WhitTier Trust Company
Nevada
$90K 1,800 – –
Citigroup
69
Citigroup
New York
$89K 1,774 -5,573 -76%
CLOS
70
Compagnie Lombard Odier SCmA
Switzerland
$74K 1,500 -1,472 -50%
USGIU
71
U.S. Global Investors (USGI)
Texas
$64K 1,300 +1,300 New
Creative Planning
72
Creative Planning
Kansas
$60K 1,191 +650 +120%
GT
73
Glenmede Trust
Pennsylvania
$59K 1,200 +1,200 New
SF
74
Synovus Financial
Georgia
$58K 1,170 +359 +44%
LBG
75
Lloyds Banking Group
United Kingdom
$54K 1,095 -5,492 -83%
1 2
3
4 5