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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

64 hedge funds and large institutions have $48.9M invested in iShares US Oil Equipment & Services ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-11
Holders Change %
-14.67%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
24
Reduced
24
Closed
13
Calls
$833K
Puts
$176K
Net Calls
+$657K
Net Calls Change
+$170K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.11M
2
Goldman Sachs
Goldman Sachs
New York
+$1.07M
3
KPWS
Kestra Private Wealth Services
Texas
+$853K
4
Citadel Advisors
Citadel Advisors
Florida
+$745K
5
QC
Quadrature Capital
United Kingdom
+$543K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.69M
2
Stifel Financial
Stifel Financial
Missouri
-$3.98M
3
Wells Fargo
Wells Fargo
California
-$3.43M
4
SWM
SeaCrest Wealth Management
New York
-$1.59M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
EverSource Wealth Advisors
Alabama
$5.43K -$9.33K -550 -63%
CA
52
Clearstead Advisors
Ohio
$5.35K +$17 +1 +0.3%
NECFA
53
New England Capital Financial Advisors
Connecticut
$3.54K +$17 +1 +0.5%
NP
54
NorthRock Partners
Minnesota
$3.06K – – –
Simplex Trading
55
Simplex Trading
Illinois
$3K +$2.83K +200 +1,667%
CMA
56
Cedar Mountain Advisors
Oregon
$2.77K +$17 +1 +0.6%
BLC
57
Brown, Lisle/Cummings
Rhode Island
$2.44K – – –
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$2.41K – – –
CIA
59
Cape Investment Advisory
Georgia
$1.72K +$17 +1 +1%
AWM
60
AE Wealth Management
Kansas
$899 -$1.97K -116 -69%
HI
61
Harbour Investments
Wisconsin
$849 – – –
IRC
62
Investors Research Corp
Georgia
$475 – – –
William Blair & Company
63
William Blair & Company
Illinois
$390 – – –
CAM
64
Creekmur Asset Management
Illinois
$42 – – –
SWM
65
SeaCrest Wealth Management
New York
– -$1.59M -81,462 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$994K -50,983 Closed
MC
67
Medici Capital
California
– -$585K -30,000 Closed
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
– -$398K -20,395 Closed
LBC
69
Lowe Brockenbrough & Co
Virginia
– -$250K -12,841 Closed
IF
70
Intrua Financial
Texas
– -$241K -12,381 Closed
KWM
71
Kingsview Wealth Management
Oregon
– -$223K -11,456 Closed
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
– -$203K -10,394 Closed
TRCT
73
Tower Research Capital (TRC)
New York
– -$78.5K -3,203 Closed
Comerica Bank
74
Comerica Bank
Texas
– -$22.4K -1,150 Closed
CA
75
Continuum Advisory
Idaho
– -$15.6K -800 Closed
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