iShares US Oil Equipment & Services ETF
IEZ
56 hedge funds and large institutions have $77.2M invested in iShares US Oil Equipment & Services ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 8 closing their positions.
1,169% more capital invested
Capital invested by funds: $6.09M → $77.2M (+$71.1M)
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
121% more call options, than puts
Call options by funds: $555K | Put options by funds: $251K
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
47% more funds holding
Funds holding: 38 → 56 (+18)
39.56% more ownership
Funds ownership: 23.83% → 63.39% (+40%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.38M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.47M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.76M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$128K |
| 2 |
CS
Cannell & Spears
New York
|
-$91K |
| 3 |
EH
Equitable Holdings
New York
|
-$80K |
| 4 |
TFF
The Family Firm
Bethesda,
Maryland
|
-$33.8K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$25.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
51
Truvestments Capital
Sarasota,
Florida
| $1K | – | – | – |
|
|
TFGT
52
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
|
53
Goldman Sachs
New York
| – | -$128K | -21,509 | Closed |
|
|
CS
54
Cannell & Spears
New York
| – | -$91K | -15,300 | Closed |
|
|
EH
55
Equitable Holdings
New York
| – | -$80K | -13,480 | Closed |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -633 | Closed |
|
|
SF
57
Synovus Financial
Columbus,
Georgia
| – | -$3K | -519 | Closed |
|
58
Barclays
London,
United Kingdom
| – | -$1K | -251 | Closed |
|
|
AIC
59
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -100 | Closed |
|
|
BWM
60
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | +$16 | +2 | +10% |
|
|
CWP
61
CFM Wealth Partners
Austin,
Texas
| – | +$458 | +57 | New |
|
IEZ Hedge Fund Activity: Q2 2020 in Review
56 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2020, worth a combined $77.2M — up 1,169% from $6.09M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IEZ positions and 8 closed out — a net gain of 18 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $128K sold.
- 56 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2020, up from 38 in Q1 2020.
- Funds reported $77.2M of iShares US Oil Equipment & Services ETF stock for Q2 2020, up 1,169% quarter-over-quarter.
- 26 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2020 and 8 closed out, a net change of +18 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q2 2020 was Morgan Stanley, an estimated $19.7M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q2 2020 was Goldman Sachs, an estimated $128K sold.
Based on aggregated 13F filings for Q2 2020.