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iShares US Oil Equipment & Services ETF
IEZ

63 hedge funds and large institutions have $169M invested in iShares US Oil Equipment & Services ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more capital invested

Capital invested by funds: $44M → $169M (+$125M)

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

151% more call options, than puts

Call options by funds: $567K | Put options by funds: $226K

37% more funds holding

Funds holding: 46 → 63 (+17)

16.33% more ownership

Funds ownership: 43.41% → 59.74% (+16%)

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
24
Reduced
7
Closed
8
Calls
$567K
Puts
$226K
Net Calls
+$341K
Net Calls Change
+$387K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.9M
2
MML Investors Services
MML Investors Services
Massachusetts
+$8.69M
3
Ameriprise
Ameriprise
Minnesota
+$7.65M
4
Wells Fargo
Wells Fargo
California
+$7.19M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.16M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$757K
2
GC
Grimes & Company
Massachusetts
-$486K
3
OAM
Occidental Asset Management
California
-$458K
4
FTUS
Flow Traders U.S.
New York
-$452K
5
SFG
Summit Financial Group
West Virginia
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
51
Cutler Group
California
$25K +$10.1K +600 +86%
JP Morgan Chase
52
JP Morgan Chase
New York
$19K +$11.9K +710 +245%
CCM
53
Covington Capital Management
California
$11K – – –
WWP
54
WR Wealth Planners
Missouri
$10.6K +$9.23K +550 New
BLC
55
Brown, Lisle/Cummings
Rhode Island
$7.5K – – –
TRCT
56
Tower Research Capital (TRC)
New York
$5K -$757K -45,124 -99%
First Manhattan
57
First Manhattan
New York
$4K – – –
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$3K +$17 +1 +0.6%
HI
59
Hoey Investments
Pennsylvania
$3K +$2.52K +150 New
AA
60
AlphaMark Advisors
Kentucky
$2K -$3.36K -200 -67%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$2K +$1.7K +101 +10,100%
IRC
62
Investors Research Corp
Georgia
$1K – – –
IA
63
IFP Advisors
Florida
$1K +$520 +31 New
OAM
64
Occidental Asset Management
California
– -$458K -35,501 Closed
FTUS
65
Flow Traders U.S.
New York
– -$452K -35,030 Closed
SFG
66
Summit Financial Group
West Virginia
– -$188K -14,570 Closed
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
– -$46.7K -3,621 Closed
PAIM
68
Punch & Associates Investment Management
Minnesota
– -$14K -1,076 Closed
AssetMark Inc
69
AssetMark Inc
California
– -$9K -725 Closed
SMA
70
Sage Mountain Advisors
Georgia
– -$8K -600 Closed
TC
71
Truvestments Capital
Florida
– -$1K -110 Closed
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IEZ Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q1 2022, worth a combined $169M — up 284% from $44M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IEZ positions and 8 closed out — a net gain of 18 holders — while 24 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Tower Research Capital (TRC), cutting an estimated $757K.

  • 63 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q1 2022, up from 46 in Q4 2021.
  • Funds reported $169M of iShares US Oil Equipment & Services ETF stock for Q1 2022, up 284% quarter-over-quarter.
  • 26 funds opened new iShares US Oil Equipment & Services ETF positions in Q1 2022 and 8 closed out, a net change of +18 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q1 2022 was Morgan Stanley, an estimated $25.9M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q1 2022 was Tower Research Capital (TRC), an estimated $757K sold.

Based on aggregated 13F filings for Q1 2022.