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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

72 hedge funds and large institutions have $241M invested in iShares US Oil Equipment & Services ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+37
Holders Change %
+105.71%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
12
Reduced
5
Closed
10
Calls
$314K
Puts
$1K
Net Calls
+$313K
Net Calls Change
+$513K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$77.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.1M
3
Wells Fargo
3
Wells Fargo
California
$17.4M
4
SFI
4
SPC Financial Inc
Maryland
$16.2M
5
Bank of America
5
Bank of America
North Carolina
$14.1M

Top Sellers

1
EE
1
EWG Elevate
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
51
Dowling & Yahnke
California
$134K – – –
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$76K – – –
SWM
53
Spire Wealth Management
Virginia
$57K +$57K +4,266 New
FFA
54
Founders Financial Alliance
North Carolina
$53K +$53K +3,576 New
HI
55
Harbour Investments
Wisconsin
$31K +$31K +2,299 New
Citigroup
56
Citigroup
New York
$28K +$28K +2,100 New
SMG
57
Spectrum Management Group
Indiana
$21K +$21K +1,563 New
Bank Julius Baer & Co
58
Bank Julius Baer & Co
Switzerland
$20K +$20K +1,500 New
RG
59
Retirement Group
California
$20K +$20K +1,522 New
QCG
60
Quadrant Capital Group
Ohio
$11K +$70 +5 +0.6%
PAIM
61
Punch & Associates Investment Management
Minnesota
$10K – – –
SMA
62
Sage Mountain Advisors
Georgia
$8K +$8K +600 New
APA
63
American Portfolios Advisors
New York
$7.68K +$7.68K +573 New
IA
64
IFP Advisors
Florida
$7K +$7K +500 New
CFGS
65
Concourse Financial Group Securities
Alabama
$6K -$2.13K -146 -26%
TFO
66
Tarbox Family Office
California
$4K – – –
IF
67
Ironwood Financial
Arizona
$3K +$12 +1 +0.4%
MWM
68
Mascoma Wealth Management
New Hampshire
$3K +$3K +247 New
TC
69
Truvestments Capital
Florida
$2K +$318 +35 +19%
IRC
70
Investors Research Corp
Georgia
$1K – – –
IWMWV
71
Ironwood Wealth Management (West Virginia)
West Virginia
$1K +$1K +100 New
TFA
72
Toth Financial Advisory
Virginia
$1K +$1K +108 New
EE
73
EWG Elevate
California
– -$5.43M -483,043 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$566K -50,397 Closed
Goldman Sachs
75
Goldman Sachs
New York
– -$474K -42,182 Closed
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