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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

65 hedge funds and large institutions have $94.9M invested in iShares US Oil Equipment & Services ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
13
Closed
19
Calls
$2.22M
Puts
$1.68M
Net Calls
+$541K
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$20M
2
RT
Rockland Trust
Massachusetts
$7.74M
3
PAG
Pinnacle Advisory Group
Maryland
$6.36M
4
EWM
Evercore Wealth Management
New York
$3.13M
5
ACM
Azimuth Capital Management
Michigan
$2.4M

Top Sellers

1
WA
WP Advisors
California
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Goldman Sachs
Goldman Sachs
New York
$0
4
CS
Credit Suisse
Switzerland
$0
5
LNB
Ledyard National Bank
$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
51
Cutler Group
California
$14K +$3.47K +100 +33%
SWP
52
Stratos Wealth Partners
Ohio
$13K +$13K +360 New
HNB
53
Huntington National Bank
Ohio
$12K -$12K – –
TFO
54
Tarbox Family Office
California
$11K – – –
LBG
55
Lloyds Banking Group
United Kingdom
$10K – – –
FAAS
56
First Allied Advisory Services
California
$10K +$10K +275 New
OIA
57
OneDigital Investment Advisors
Kansas
$8K – – –
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$8K – – –
GWM
59
Geneos Wealth Management
Colorado
$6K – – –
First Manhattan
60
First Manhattan
New York
$4K – – –
APSP
61
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Citigroup
63
Citigroup
New York
$1K – – –
FFW
64
Fusion Family Wealth
New York
$1K – – –
POIA
65
Pin Oak Investment Advisors
Texas
$1K +$1K +35 New
WA
66
WP Advisors
California
– -$2.37M -67,154 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$1.84M -51,957 Closed
Goldman Sachs
68
Goldman Sachs
New York
– -$1.8M -50,778 Closed
CS
69
Credit Suisse
Switzerland
– -$1.38M -38,899 Closed
CB
70
Commerce Bank
Missouri
– -$661K -18,710 Closed
RWMH
71
Riverpoint Wealth Management Holdings
Illinois
– -$585K -16,832 Closed
NCMW
72
Northern Capital Management (Wisconsin)
Wisconsin
– -$490K -13,850 Closed
VF
73
Virtu Financial
New York
– -$267K -7,554 Closed
Simplex Trading
74
Simplex Trading
Illinois
– -$203K -5,743 Closed
NFG
75
Next Financial Group
Texas
– -$43K -1,276 Closed
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