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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

65 hedge funds and large institutions have $75.7M invested in iShares US Oil Equipment & Services ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
20
Closed
11
Calls
$1.28M
Puts
$552K
Net Calls
+$723K
Net Calls Change
+$182K

Top Buyers

1
PWM
Patriot Wealth Management
Texas
+$9.36M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.11M
4
OC
Oppenheimer & Co
New York
+$637K
5
Citadel Advisors
Citadel Advisors
Florida
+$621K

Top Sellers

1
RT
Rockland Trust
Massachusetts
-$7.74M
2
Morgan Stanley
Morgan Stanley
New York
-$4.9M
3
EWM
Evercore Wealth Management
New York
-$3.13M
4
ACM
Azimuth Capital Management
Michigan
-$2.4M
5
PAG
Pinnacle Advisory Group
Maryland
-$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
51
Avantax Planning Partners
Iowa
$8K +$8K +247 New
OIA
52
OneDigital Investment Advisors
Kansas
$7K – – –
First Manhattan
53
First Manhattan
New York
$4K – – –
APSP
54
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –
RAM
55
Riggs Asset Management
Pennsylvania
$4K +$4K +111 New
KFA
56
Kabarec Financial Advisors
Illinois
$4K +$4K +130 New
CG
57
Cutler Group
California
$3K -$8.65K -300 -74%
William Blair & Company
58
William Blair & Company
Illinois
$3K +$3K +100 New
Simplex Trading
59
Simplex Trading
Illinois
$3K +$3K +100 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CTB
61
Country Trust Bank
Illinois
$1K -$289K -8,961 -100%
Citigroup
62
Citigroup
New York
$1K – – –
FFW
63
Fusion Family Wealth
New York
$1K – – –
POIA
64
Pin Oak Investment Advisors
Texas
$1K – – –
RT
65
Rockland Trust
Massachusetts
– -$7.74M -215,455 Closed
EWM
66
Evercore Wealth Management
New York
– -$3.13M -87,140 Closed
ACM
67
Azimuth Capital Management
Michigan
– -$2.4M -66,775 Closed
DIA
68
Denver Investment Advisors
Colorado
– -$460K -12,811 Closed
TH
69
Timber Hill
Connecticut
– -$421K -11,708 Closed
ACP
70
Ashfield Capital Partners
California
– -$213K -5,940 Closed
AF
71
Advisornet Financial
Minnesota
– -$52K -1,451 Closed
MCM
72
Manchester Capital Management
Vermont
– -$23K -650 Closed
CA
73
Calton & Associates
Florida
– -$20K -500 Closed
FAAS
74
First Allied Advisory Services
California
– -$10K -275 Closed
GWM
75
Geneos Wealth Management
Colorado
– -$6K -170 Closed
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3
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