We are live on ! Find out more
IEZ icon

iShares US Oil Equipment & Services ETF

63 hedge funds and large institutions have $51.2M invested in iShares US Oil Equipment & Services ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $833K | Put options by funds: $176K

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

2.24% less ownership

Funds ownership: 47.95%45.71% (-2.2%)

17% less funds holding

Funds holding: 7663 (-13)

31% less capital invested

Capital invested by funds: $74.3M → $51.2M (-$23.1M)

87% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 15

Holders
63
Holders Change
-13
Holders Change %
-17.11%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
23
Reduced
25
Closed
15
Calls
$833K
Puts
$176K
Net Calls
+$657K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$5.43K -$9.21K -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%
Simplex Trading
54
Simplex Trading
Illinois
$3K +$3.35K +200 +1,667%
CMA
55
Cedar Mountain Advisors
Oregon
$2.77K +$17 +1 +0.6%
BLC
56
Brown, Lisle/Cummings
Rhode Island
$2.44K
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$2.41K
CIA
58
Cape Investment Advisory
Georgia
$1.72K +$17 +1 +1%
AWM
59
AE Wealth Management
Kansas
$899 -$1.94K -116 -69%
HI
60
Harbour Investments
Wisconsin
$849
IRC
61
Investors Research Corp
Georgia
$475
William Blair & Company
62
William Blair & Company
Illinois
$390
CAM
63
Creekmur Asset Management
Illinois
$42
SWM
64
SeaCrest Wealth Management
New York
-$1.59M -81,462 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
-$853K -50,983 Closed
MC
66
Medici Capital
California
-$585K -30,000 Closed
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
-$398K -20,395 Closed
LBC
68
Lowe Brockenbrough & Co
Virginia
-$250K -12,841 Closed
IF
69
Intrua Financial
Texas
-$241K -12,381 Closed
KWM
70
Kingsview Wealth Management
Oregon
-$223K -11,456 Closed
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
-$203K -10,394 Closed
CAM
72
Cresset Asset Management
Illinois
-$201K -10,324 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

IEZ Hedge Fund Activity: Q2 2025 in Review

63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2025, worth a combined $51.2M — down 31% from $74.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IEZ and 2 opened new positions — a net loss of 13 holders — while 25 trimmed existing stakes and 23 added.

The largest buyer was UBS Group, adding an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $4.63M.

  • 63 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2025, down from 76 in Q1 2025.
  • Funds reported $51.2M of iShares US Oil Equipment & Services ETF stock for Q2 2025, down 31% quarter-over-quarter.
  • 2 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2025 and 15 closed out, a net change of -13 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q2 2025 was UBS Group, an estimated $1.1M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.63M sold.

Based on aggregated 13F filings for Q2 2025.