iShares US Oil Equipment & Services ETF
IEZ
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.
377% more call options, than puts
Call options by funds: $1.15M | Put options by funds: $241K
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
29% more capital invested
Capital invested by funds: $58.8M → $76M (+$17.2M)
13% more funds holding
Funds holding: 67 → 76 (+9)
2.52% more ownership
Funds ownership: 26.55% → 29.07% (+2.5%)
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
+$1.72M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$1.34M |
| 3 |
FBA
Front Barnett Associates
Chicago,
Illinois
|
+$1.09M |
| 4 |
Morgan Stanley
New York
|
+$1.07M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$901K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.44M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$395K |
| 3 |
CCM
Chilton Capital Management
Houston,
Texas
|
-$328K |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$284K |
| 5 |
11A
10-15 Associates
Goshen,
New York
|
-$231K |
IEZ Hedge Fund Activity: Q4 2016 in Review
76 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2016, worth a combined $76M — up 29% from $58.8M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IEZ positions and 6 closed out — a net gain of 10 holders — while 19 added to existing stakes and 18 trimmed.
The largest buyer was Bruderman Asset Management, opening a new position worth an estimated $1.72M. The largest seller was Credit Suisse, cutting an estimated $1.44M.
- 76 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2016, up from 67 in Q3 2016.
- Funds reported $76M of iShares US Oil Equipment & Services ETF stock for Q4 2016, up 29% quarter-over-quarter.
- 16 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2016 and 6 closed out, a net change of +10 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q4 2016 was Bruderman Asset Management, an estimated $1.72M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q4 2016 was Credit Suisse, an estimated $1.44M sold.
Based on aggregated 13F filings for Q4 2016.