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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

70 hedge funds and large institutions have $38.6M invested in iShares US Oil Equipment & Services ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
14
Reduced
19
Closed
19
Calls
$640K
Puts
–
Net Calls
+$640K
Net Calls Change
+$58K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.82M
2
Morgan Stanley
Morgan Stanley
New York
+$1.22M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.2M
4
OAM
Occidental Asset Management
California
+$1.15M
5
LPL Financial
LPL Financial
California
+$1.14M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$6.8M
2
MAA
Matrix Asset Advisors
New York
-$4.96M
3
RT
Rockland Trust
Massachusetts
-$3.95M
4
GGI
Godsey & Gibb Inc
Virginia
-$3.62M
5
UBS Group
UBS Group
Switzerland
-$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$5K – – –
TC
52
Truvestments Capital
Florida
$5K +$5K +185 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$4K -$68K -2,549 -94%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$4K -$28 -1 -0.7%
AIC
55
Ameritas Investment Company
Nebraska
$4K +$4K +150 New
APSP
56
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K – – –
William Blair & Company
57
William Blair & Company
Illinois
$3K – – –
NFG
58
Next Financial Group
Texas
$3K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.46K +99 +450%
NFH
60
NEXT Financial Holdings
Texas
$3K +$3K +122 New
CFGS
61
Concourse Financial Group Securities
Alabama
$2K – – –
IRC
62
Investors Research Corp
Georgia
$2K +$2K +60 New
WCM
63
WealthBridge Capital Management
Ohio
$2K +$2K +66 New
POIA
64
Pin Oak Investment Advisors
Texas
$1K – – –
Citigroup
65
Citigroup
New York
$1K – – –
FFW
66
Fusion Family Wealth
New York
$1K – – –
TFGT
67
TS Financial Group (TSFG)
Illinois
$1K +$1K +28 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$1K +$1K +33 New
PVH
69
Psagot Value Holdings
Israel
– -$6.8M -332,868 Closed
MAA
70
Matrix Asset Advisors
New York
– -$4.96M -242,964 Closed
RT
71
Rockland Trust
Massachusetts
– -$3.95M -193,657 Closed
GGI
72
Godsey & Gibb Inc
Virginia
– -$3.62M -177,280 Closed
KHLMVGHM
73
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
– -$1.76M -86,353 Closed
KHLMTHM
74
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– -$648K -31,716 Closed
TC
75
Telemus Capital
Michigan
– -$560K -27,432 Closed
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