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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

69 hedge funds and large institutions have $54.5M invested in iShares US Oil Equipment & Services ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
23
Closed
11
Calls
$3K
Puts
$2.49M
Net Calls
-$2.49M
Net Calls Change
-$1.24M

Top Buyers

1
WA
1
WP Advisors
California
$2.32M
2
Creative Planning
2
Creative Planning
Kansas
$779K
3
Morgan Stanley
3
Morgan Stanley
New York
$6.66M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.37M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
BAM
2
Bruderman Asset Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.03M
4
Bank of America
4
Bank of America
North Carolina
$2.4M
5
LNB
5
Ledyard National Bank
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
51
Delta Asset Management
Tennessee
$14K +$14K +400 New
TFO
52
Tarbox Family Office
California
$10K – – –
SMFG
53
Sumitomo Mitsui Financial Group
Japan
$10K +$10K +293 New
LBG
54
Lloyds Banking Group
United Kingdom
$9K – – –
WAM
55
Wealthspire Advisors (Maryland)
Maryland
$8K – – –
NSIM
56
North Star Investment Management
Illinois
$8K – – –
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
MCIA
58
Mountain Capital Investment Advisors
Colorado
$7K +$7K +200 New
OIA
59
OneDigital Investment Advisors
Kansas
$7K +$7K +210 New
Citigroup
60
Citigroup
New York
$6K – – –
AIA
61
Armor Investment Advisors
North Carolina
$5K -$3.33K -100 -40%
APSP
62
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –
First Manhattan
63
First Manhattan
New York
$4K – – –
CTB
64
Country Trust Bank
Illinois
$3K – – –
PSUF
65
People's United Financial
Connecticut
$2K -$2K -50 -50%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
SEI Investments
67
SEI Investments
Pennsylvania
$2K +$2K +49 New
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K +$2K +52 New
FFW
69
Fusion Family Wealth
New York
$1K – – –
BCI
70
Brinker Capital Investments
Pennsylvania
– -$1.85M -44,000 Closed
BAM
71
Bruderman Asset Management
New York
– -$1.82M -43,249 Closed
SG Americas Securities
72
SG Americas Securities
New York
– -$503K -11,942 Closed
FAAS
73
First Allied Advisory Services
California
– -$260K -6,167 Closed
GLRA
74
Gerald L. Ray & Associates
Texas
– -$240K -5,710 Closed
MCM
75
Murphy Capital Management
New Jersey
– -$225K -5,356 Closed
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