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iShares US Oil Equipment & Services ETF

63 hedge funds and large institutions have $51.8M invested in iShares US Oil Equipment & Services ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $725K | Put options by funds: $201K

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more capital invested

Capital invested by funds: $51.2M → $51.8M (+$565K)

0% more funds holding

Funds holding: 6363 (0)

0.2% less ownership

Funds ownership: 45.71%45.51% (-0.2%)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
22
Closed
9
Calls
$725K
Puts
$201K
Net Calls
+$524K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$5.81K +$5.53K +301 New
NECFA
52
New England Capital Financial Advisors
Connecticut
$4.05K +$37 +2 +1%
CMA
53
Cedar Mountain Advisors
Oregon
$3.17K +$18 +1 +0.6%
BLC
54
Brown, Lisle/Cummings
Rhode Island
$2.78K
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$2.74K
AWM
56
AE Wealth Management
Kansas
$1.02K
HI
57
Harbour Investments
Wisconsin
$965
SC
58
Swan Capital
Florida
$772 +$734 +40 New
NS
59
NBC Securities
Alabama
$578 +$551 +30 New
IRC
60
Investors Research Corp
Georgia
$540
William Blair & Company
61
William Blair & Company
Illinois
$444
CAM
62
Creekmur Asset Management
Illinois
$48 +$18 +1 +50%
SAM
63
Smartleaf Asset Management
Massachusetts
$5 +$18 +1 New
GCA
64
Genesee Capital Advisors
New York
-$1.84M -108,428 Closed
Citadel Advisors
65
Citadel Advisors
Florida
-$1.09M -59,468 Closed
QC
66
Quadrature Capital
United Kingdom
-$787K -46,359 Closed
RWM
67
Revisor Wealth Management
Ohio
-$309K -16,970 Closed
Corient Private Wealth
68
Corient Private Wealth
Florida
-$171K -10,050 Closed
PA
69
Parallel Advisors
California
-$10.2K -600 Closed
EWA
70
EverSource Wealth Advisors
Alabama
-$5.43K -320 Closed
Simplex Trading
71
Simplex Trading
Illinois
-$3K -212 Closed
CIA
72
Cape Investment Advisory
Georgia
-$1.72K -101 Closed

IEZ Hedge Fund Activity: Q3 2025 in Review

63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q3 2025, worth a combined $51.8M — up 1.1% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IEZ positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 22 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $1.59M. The largest seller was Morgan Stanley, cutting an estimated $3.54M.

  • 63 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $51.8M of iShares US Oil Equipment & Services ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 10 funds opened new iShares US Oil Equipment & Services ETF positions in Q3 2025 and 9 closed out, a net change of +1 holder.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q3 2025 was Brown Advisory, an estimated $1.59M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q3 2025 was Morgan Stanley, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2025.