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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

81 hedge funds and large institutions have $107M invested in iShares US Oil Equipment & Services ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 34 reducing their positions, and 20 closing their positions.

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
21
Reduced
34
Closed
20
Calls
$1.52M
Puts
$568K
Net Calls
+$956K
Net Calls Change
-$581K

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.77M
2
FMP
2
Financial Management Professionals
Texas
$1.97M
3
HF
3
HRT Financial
New York
$1.69M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.53M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.86M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$1.38M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.63M
3
Wells Fargo
3
Wells Fargo
California
$2.09M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.52M
5
WDL
5
Well Done LLC
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
51
Intrua Financial
Texas
$254K – – –
V
52
ViaWealth
Kansas
$234K -$7.63K -395 -3%
SPC
53
Sigma Planning Corp
Michigan
$232K -$7.28K -377 -3%
PWM
54
Perigon Wealth Management
California
$227K -$174 -9 -0.1%
VAFP
55
Vahanian & Associates Financial Planning
New York
$216K -$114K -5,915 -35%
BWM
56
BigSur Wealth Management
Florida
$216K +$216K +11,200 New
Truist Financial
57
Truist Financial
North Carolina
$215K -$38.1K -1,974 -15%
SC
58
Scotia Capital
Ontario, Canada
$211K -$5.85K -303 -3%
Citigroup
59
Citigroup
New York
$159K -$15.5K -800 -9%
ASN
60
Advisory Services Network
Georgia
$150K +$133K +6,860 +773%
TFA
61
Toth Financial Advisory
Virginia
$142K – – –
BWM
62
Baystate Wealth Management
Massachusetts
$70.3K +$251 +13 +0.4%
NA
63
NewEdge Advisors
Louisiana
$50.3K – – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$21.3K -$9.35K -425 -30%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$21.2K -$29K -1,503 -58%
FFA
66
Founders Financial Alliance
North Carolina
$20.6K +$39 +2 +0.2%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
AP
68
Advisors Preferred
Maryland
$12K -$49.9K -2,435 -81%
CFGS
69
Concourse Financial Group Securities
Alabama
$11.3K +$11.3K +584 New
SPIA
70
Steward Partners Investment Advisory
New York
$6.57K -$369K -19,079 -98%
EWA
71
EverSource Wealth Advisors
Alabama
$4.83K +$4.83K +250 New
First Manhattan
72
First Manhattan
New York
$4.64K +$19 +1 +0.4%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$4.25K +$4.25K +220 New
NECFA
74
New England Capital Financial Advisors
Connecticut
$3.9K +$19 +1 +0.5%
GRP
75
Global Retirement Partners
California
$3.36K +$18 +1 +0.5%
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3
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