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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

70 hedge funds and large institutions have $72.8M invested in iShares US Oil Equipment & Services ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
27
Closed
10
Calls
$4K
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$2.16M

Top Buyers

1
LNB
1
Ledyard National Bank
$4.11M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.46M
3
UBS Group
3
UBS Group
Switzerland
$4.35M
4
RJA
4
Raymond James & Associates
Florida
$1.47M
5
OAM
5
Oppenheimer Asset Management
New York
$507K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
FBA
3
Front Barnett Associates
Illinois
$1.85M
4
TRCT
4
Tower Research Capital (TRC)
New York
$598K
5
SG Americas Securities
5
SG Americas Securities
New York
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$23K +$21.8K +509 +1,755%
MAS
52
Madden Advisory Services
Florida
$17K +$17K +414 New
TFO
53
Tarbox Family Office
California
$13K – – –
PA
54
Parallel Advisors
California
$13K +$7.43K +200 +133%
AIA
55
Armor Investment Advisors
North Carolina
$11K – – –
LBG
56
Lloyds Banking Group
United Kingdom
$11K – – –
NSIM
57
North Star Investment Management
Illinois
$11K – – –
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$10K -$10.7K -248 -52%
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
Citigroup
60
Citigroup
New York
$8K – – –
First Manhattan
61
First Manhattan
New York
$5K – – –
APSP
62
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K – – –
PSUF
63
People's United Financial
Connecticut
$4K -$7.8K -195 -66%
CTB
64
Country Trust Bank
Illinois
$4K -$427 -11 -10%
BKA
65
Brick & Kyle Associates
Pennsylvania
$4K – – –
Creative Planning
66
Creative Planning
Kansas
$3K -$9.86K -263 -77%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
US Bancorp
68
US Bancorp
Minnesota
$1K -$6.12K -202 -86%
FFW
69
Fusion Family Wealth
New York
$1K – – –
Goldman Sachs
70
Goldman Sachs
New York
– -$2.35M -51,714 Closed
CCMG
71
Clark Capital Management Group
Pennsylvania
– -$1.44M -31,781 Closed
SIC
72
Shoker Investment Counsel
Ohio
– -$257K -5,657 Closed
HFS
73
HL Financial Services
Kentucky
– -$227K -5,000 Closed
CB
74
Commerce Bank
Missouri
– -$209K -4,605 Closed
AP
75
Advisors Preferred
Maryland
– -$73K -1,605 Closed
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