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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

94 hedge funds and large institutions have $210M invested in iShares US Oil Equipment & Services ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
94
Holders Change
+31
Holders Change %
+49.21%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
34
Increased
23
Reduced
21
Closed
3
Calls
$1.08M
Puts
$144K
Net Calls
+$940K
Net Calls Change
+$33K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$22M
2
SFI
2
SPC Financial Inc
Maryland
$15.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$10M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.05M
2
Jane Street
2
Jane Street
New York
$1.04M
3
AWS
3
Atria Wealth Solutions
New York
$1.81M
4
TRCT
4
Tower Research Capital (TRC)
New York
$120K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$377K +$377K +15,676 New
KPWS
52
Kestra Private Wealth Services
Texas
$361K +$361K +15,010 New
ARMT
53
Amica Retiree Medical Trust
Rhode Island
$359K +$359K +14,930 New
IF
54
Intrua Financial
Texas
$356K – – –
SWA
55
Stratos Wealth Advisors
Ohio
$351K +$351K +14,591 New
RJFSA
56
Raymond James Financial Services Advisors
Florida
$336K +$94.5K +3,932 +39%
SLFPAM
57
St. Louis Financial Planners Asset Management
Missouri
$292K -$356K -15,842 -55%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$292K -$598K -24,888 -67%
PWM
59
Perigon Wealth Management
California
$276K – – –
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$259K -$43.3K -1,801 -14%
AR
61
Apeiron RIA
Texas
$239K – – –
SC
62
Scotia Capital
Ontario, Canada
$235K -$6.37K -265 -3%
SIAM
63
Sterling Investment Advisors (Missouri)
Missouri
$230K +$230K +9,556 New
TFA
64
Toth Financial Advisory
Virginia
$176K – – –
Citigroup
65
Citigroup
New York
$142K -$65.9K -2,743 -32%
TRCT
66
Tower Research Capital (TRC)
New York
$120K -$1.11M -46,366 -90%
CT
67
Colonial Trust
South Carolina
$99.2K +$99.2K +4,128 New
GRP
68
Global Retirement Partners
California
$64.1K +$7.07K +314 +12%
BWM
69
Baystate Wealth Management
Massachusetts
$63.4K -$13.7K -571 -18%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$58.7K +$19.2K +799 +49%
NA
71
NewEdge Advisors
Louisiana
$56.3K – – –
USGIU
72
U.S. Global Investors (USGI)
Texas
$55.3K +$55.3K +2,300 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$54.9K +$54.9K +2,283 New
Simplex Trading
74
Simplex Trading
Illinois
$52K +$39.5K +1,648 +315%
AP
75
Advisors Preferred
Maryland
$40.9K +$40.9K +1,739 New
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3
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