iShares US Oil Equipment & Services ETF
IEZ
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.
69% more capital invested
Capital invested by funds: $18.5M → $31.3M (+$12.7M)
10.32% more ownership
Funds ownership: 22.39% → 32.71% (+10%)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
2% less funds holding
Funds holding: 50 → 49 (-1)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
51
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$226K | -12,852 | Closed |
|
|
SMFG
52
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| – | -$71K | -4,048 | Closed |
|
|
NCM
53
Next Capital Management
New York
| – | -$32K | -1,840 | Closed |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -300 | Closed |
|
|
TC
55
Truvestments Capital
Sarasota,
Florida
| – | -$3K | -185 | Closed |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| – | -$3.13K | -174 | Closed |
|
|
APSP
57
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| – | -$2K | -125 | Closed |
|
|
FAAS
58
First Allied Advisory Services
San Diego,
California
| – | -$2K | -120 | Closed |
|
|
FFW
59
Fusion Family Wealth
Woodbury,
New York
| – | -$1K | -11 | Closed |
|
IEZ Hedge Fund Activity: Q4 2019 in Review
49 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2019, worth a combined $31.3M — up 69% from $18.5M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IEZ and 11 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 11 added.
The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $5.93M. The largest seller was Morgan Stanley, cutting an estimated $1.33M.
- 49 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2019, down from 50 in Q3 2019.
- Funds reported $31.3M of iShares US Oil Equipment & Services ETF stock for Q4 2019, up 69% quarter-over-quarter.
- 11 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2019 and 12 closed out, a net change of -1 holder.
- The largest iShares US Oil Equipment & Services ETF buyer in Q4 2019 was Ferguson Wellman Capital Management, an estimated $5.93M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q4 2019 was Morgan Stanley, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2019.