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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

75 hedge funds and large institutions have $70.7M invested in iShares US Oil Equipment & Services ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
22
Reduced
25
Closed
5
Calls
$922K
Puts
$435K
Net Calls
+$487K
Net Calls Change
+$540K

Top Buyers

1
SWM
SeaCrest Wealth Management
New York
+$1.26M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$975K
3
SPIA
Steward Partners Investment Advisory
New York
+$971K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$795K
5
Stifel Financial
Stifel Financial
Missouri
+$788K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.64M
2
UBS Group
UBS Group
Switzerland
-$1.67M
3
GC
Grimes & Company
Massachusetts
-$1.48M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$738K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$699K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$36.3K -$1.42K -73 -4%
MCM
52
MAI Capital Management
Ohio
$35.9K -$20 -1 -0.1%
US Bancorp
53
US Bancorp
Minnesota
$35.6K – – –
NA
54
NewEdge Advisors
Louisiana
$29.6K – – –
Comerica Bank
55
Comerica Bank
Texas
$22.4K -$36.5K -1,871 -62%
FFA
56
Founders Financial Alliance
North Carolina
$21.2K +$58 +3 +0.3%
EWA
57
EverSource Wealth Advisors
Alabama
$17K – – –
CA
58
Continuum Advisory
Idaho
$15.6K +$15.6K +800 New
CCM
59
Coldstream Capital Management
Washington
$13.7K +$13.7K +703 New
PA
60
Parallel Advisors
California
$11.7K -$541K -27,753 -98%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +468 New
CA
62
Clearstead Advisors
Ohio
$6.12K +$39 +2 +0.6%
NECFA
63
New England Capital Financial Advisors
Connecticut
$4.04K +$20 +1 +0.5%
NP
64
NorthRock Partners
Minnesota
$3.51K – – –
AWM
65
AE Wealth Management
Kansas
$3.3K -$98 -5 -3%
CMA
66
Cedar Mountain Advisors
Oregon
$3.16K +$20 +1 +0.6%
BLC
67
Brown, Lisle/Cummings
Rhode Island
$2.81K – – –
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$2.1K -$4.17K -282 -67%
CIA
69
Cape Investment Advisory
Georgia
$1.96K +$1.96K +100 New
HI
70
Harbour Investments
Wisconsin
$975 – – –
Russell Investments Group
71
Russell Investments Group
United Kingdom
$550 – – –
IRC
72
Investors Research Corp
Georgia
$546 – – –
William Blair & Company
73
William Blair & Company
Illinois
$449 +$449 +23 New
CAM
74
Creekmur Asset Management
Illinois
$48 -$48 -2 -50%
GC
75
Grimes & Company
Massachusetts
– -$1.48M -74,609 Closed
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