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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

74 hedge funds and large institutions have $54.7M invested in iShares US Oil Equipment & Services ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
8
Reduced
21
Closed
25
Calls
$582K
Puts
–
Net Calls
+$582K
Net Calls Change
-$822K

Top Buyers

1
MAA
Matrix Asset Advisors
New York
$4.96M
2
RT
Rockland Trust
Massachusetts
$3.95M
3
GGI
Godsey & Gibb Inc
Virginia
$3.62M
4
FPCM
Financial Partners Capital Management
New York
$2.93M
5
UBS Group
UBS Group
Switzerland
$5.05M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
PWM
Patriot Wealth Management
Texas
$0
3
RJA
Raymond James & Associates
Florida
$455K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
BRCM
Bright Rock Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
51
Arax Advisory Partners
Colorado
$12K – – –
RFC
52
Regions Financial Corp
Alabama
$12K +$5.57K +280 +87%
WTC
53
WhitTier Trust Company
Nevada
$11K – – –
BCA
54
Bray Capital Advisors
Florida
$11K +$11K +535 New
SF
55
Synovus Financial
Georgia
$10K – – –
AA
56
AlphaMark Advisors
Kentucky
$8K – – –
PA
57
Parallel Advisors
California
$7K – – –
TFO
58
Tarbox Family Office
California
$6K – – –
IA
59
IFP Advisors
Florida
$5K – – –
LBG
60
Lloyds Banking Group
United Kingdom
$5K – – –
OIA
61
OneDigital Investment Advisors
Kansas
$4K – – –
EWM
62
Executive Wealth Management
Michigan
$4K +$4K +60 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$3K -$4.56K -222 -60%
APSP
64
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K – – –
NFG
65
Next Financial Group
Texas
$2K -$4.1K -250 -67%
William Blair & Company
66
William Blair & Company
Illinois
$2K – – –
CFGS
67
Concourse Financial Group Securities
Alabama
$1K -$990 -97 -50%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FFW
69
Fusion Family Wealth
New York
$1K – – –
POIA
70
Pin Oak Investment Advisors
Texas
$1K – – –
RIG
71
RiverFront Investment Group
Virginia
– -$50.8M -1,421,575 Closed
PWM
72
Patriot Wealth Management
Texas
– -$10.8M -303,555 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
– -$5.09M -142,604 Closed
BRCM
74
Bright Rock Capital Management
Massachusetts
– -$5M -140,000 Closed
BTS
75
BB&T Securities
Virginia
– -$2.96M -83,003 Closed
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