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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

95 hedge funds and large institutions have $230M invested in iShares US Oil Equipment & Services ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
28
Reduced
40
Closed
11
Calls
$735K
Puts
$191K
Net Calls
+$544K
Net Calls Change
-$396K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.01M
4
PFS
4
Prospera Financial Services
Texas
$4.2M
5
WDL
5
Well Done LLC
Michigan
$3.37M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$9.58M
2
SFI
2
SPC Financial Inc
Maryland
$8.18M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.97M
4
Bank of America
4
Bank of America
North Carolina
$9.42M
5
KWM
5
Kingsview Wealth Management
Oregon
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
51
Intrua Financial
Texas
$325K – – –
CFO
52
Colony Family Offices
North Carolina
$323K +$323K +14,732 New
Jane Street
53
Jane Street
New York
$310K -$640K -29,202 -67%
SLFPAM
54
St. Louis Financial Planners Asset Management
Missouri
$288K +$3.75K +171 +1%
RWM
55
Revisor Wealth Management
Ohio
$284K -$169K -7,713 -37%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$278K +$278K +12,681 New
GRP
57
Global Retirement Partners
California
$276K +$219K +10,885 +382%
KF
58
KKM Financial
Illinois
$268K +$268K +12,222 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$265K -$1.05K -48 -0.4%
PWM
60
Perigon Wealth Management
California
$252K – – –
NAM
61
NTV Asset Management
West Virginia
$242K -$262K -11,954 -52%
SIAM
62
Sterling Investment Advisors (Missouri)
Missouri
$211K +$1.21K +55 +0.6%
SC
63
Scotia Capital
Ontario, Canada
$209K -$5.37K -245 -3%
AR
64
Apeiron RIA
Texas
$205K -$13.5K -615 -6%
KPWS
65
Kestra Private Wealth Services
Texas
$200K -$129K -5,866 -39%
SFG
66
Summit Financial Group
West Virginia
$200K -$228K -10,405 -53%
TFA
67
Toth Financial Advisory
Virginia
$162K +$1.73K +79 +1%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$150K -$295K -13,327 -66%
Citigroup
69
Citigroup
New York
$118K -$11K -500 -8%
Comerica Bank
70
Comerica Bank
Texas
$110K +$109K +4,976 +20,733%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$102K -$134K -6,126 -57%
CAM
72
Creekmur Asset Management
Illinois
$95.6K +$95.6K +4,360 New
BWM
73
Baystate Wealth Management
Massachusetts
$58.1K +$329 +15 +0.6%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$53.5K – – –
NA
75
NewEdge Advisors
Louisiana
$46.8K -$4.49K -205 -9%
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