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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

49 hedge funds and large institutions have $31.3M invested in iShares US Oil Equipment & Services ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$6.7M
2
MAA
2
Matrix Asset Advisors
New York
$2.39M
3
BCM
3
Blume Capital Management
California
$1.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.91M
5
VCAM
5
Van Cleef Asset Management
Ohio
$1.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.1M
2
Ameriprise
2
Ameriprise
Minnesota
$830K
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$542K
5
TRCT
5
Tower Research Capital (TRC)
New York
$117K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
– -$226K -12,852 Closed
SMFG
52
Sumitomo Mitsui Financial Group
Japan
– -$71K -4,048 Closed
NCM
53
Next Capital Management
New York
– -$32K -1,840 Closed
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
– -$5K -300 Closed
TC
55
Truvestments Capital
Florida
– -$3K -185 Closed
IA
56
IFP Advisors
Florida
– -$4K -174 Closed
APSP
57
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$2K -125 Closed
FAAS
58
First Allied Advisory Services
California
– -$2K -120 Closed
FFW
59
Fusion Family Wealth
New York
– -$1K -11 Closed
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