IEZ icon

iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

76 hedge funds and large institutions have $76M invested in iShares US Oil Equipment & Services ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
18
Closed
6
Calls
$1.15M
Puts
$241K
Net Calls
+$909K
Net Calls Change
-$3.98M

Top Buyers

1
BAM
1
Bruderman Asset Management
New York
$1.86M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$1.44M
3
FBA
3
Front Barnett Associates
Illinois
$3.26M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.6M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$1.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$556K
3
CCM
3
Chilton Capital Management
Texas
$0
4
TH
4
Timber Hill
Connecticut
$547K
5
11A
5
10-15 Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
51
MSI Financial Services
Massachusetts
$29K +$8.98K +200 +45%
AA
52
AlphaMark Advisors
Kentucky
$25K – – –
JIC
53
Joel Isaacson & Co
New York
$23K – – –
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$22K – – –
GWM
55
Geneos Wealth Management
Colorado
$19K – – –
Creative Planning
56
Creative Planning
Kansas
$16K +$7.6K +163 +91%
TFO
57
Tarbox Family Office
California
$14K – – –
DADC
58
D.A. Davidson & Co
Montana
$13K – – –
PSUF
59
People's United Financial
Connecticut
$13K – – –
LBG
60
Lloyds Banking Group
United Kingdom
$12K – – –
NSIM
61
North Star Investment Management
Illinois
$11K – – –
US Bancorp
62
US Bancorp
Minnesota
$11K +$11K +235 New
AIA
63
Armor Investment Advisors
North Carolina
$11K +$11K +250 New
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$10K -$15K -300 -60%
Citigroup
65
Citigroup
New York
$9K – – –
PA
66
Parallel Advisors
California
$7K +$7K +150 New
APSP
67
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K – – –
First Manhattan
68
First Manhattan
New York
$5K – – –
BKA
69
Brick & Kyle Associates
Pennsylvania
$5K – – –
CTB
70
Country Trust Bank
Illinois
$5K +$5K +114 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +66 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$1K – – –
FFW
74
Fusion Family Wealth
New York
$1K +$1K +11 New
AssetMark Inc
75
AssetMark Inc
California
$1K +$1K +17 New
1 2
3
4