IEZ icon

iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

77 hedge funds and large institutions have $163M invested in iShares US Oil Equipment & Services ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
20
Reduced
17
Closed
9
Calls
$1.41M
Puts
$7K
Net Calls
+$1.4M
Net Calls Change
+$320K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$50.8M
2
BRCM
2
Bright Rock Capital Management
Massachusetts
$5M
3
LJAC
3
L.J. Altfest & Co
New York
$2.44M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.43M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.72M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$389K
2
GCA
2
Greenwood Capital Associates
South Carolina
$0
3
Bank of America
3
Bank of America
North Carolina
$1.32M
4
EOCM
4
Energy Opportunities Capital Management
Texas
$0
5
UBS Group
5
UBS Group
Switzerland
$3.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Synovus Financial
Georgia
$18K – – –
AA
52
AlphaMark Advisors
Kentucky
$14K – – –
SWP
53
Stratos Wealth Partners
Ohio
$14K +$14K +402 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$13K +$13K +368 New
NFG
55
Next Financial Group
Texas
$13K +$13K +372 New
PA
56
Parallel Advisors
California
$12K – – –
RFC
57
Regions Financial Corp
Alabama
$12K – – –
TFO
58
Tarbox Family Office
California
$11K – – –
HI
59
Hudock Inc
Pennsylvania
$11K – – –
LBG
60
Lloyds Banking Group
United Kingdom
$10K – – –
AWMS
61
Advocacy Wealth Management Services
Georgia
$10K – – –
IA
62
IFP Advisors
Florida
$9K – – –
APP
63
Avantax Planning Partners
Iowa
$9K +$9K +248 New
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$8K – – –
TPWA
65
TRUE Private Wealth Advisors
Oregon
$7.2K +$7.2K +201 New
OIA
66
OneDigital Investment Advisors
Kansas
$7K – – –
TC
67
Truvestments Capital
Florida
$7K +$7K +185 New
CFGS
68
Concourse Financial Group Securities
Alabama
$7K +$7K +195 New
William Blair & Company
69
William Blair & Company
Illinois
$4K – – –
First Manhattan
70
First Manhattan
New York
$4K – – –
APSP
71
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Citigroup
73
Citigroup
New York
$1K – – –
FFW
74
Fusion Family Wealth
New York
$1K – – –
POIA
75
Pin Oak Investment Advisors
Texas
$1K – – –
1 2
3
4