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iShares US Oil Equipment & Services ETF

70 hedge funds and large institutions have $59.8M invested in iShares US Oil Equipment & Services ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $993K | Put options by funds: $280K

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $51.8M → $59.8M (+$7.97M)

11% more funds holding

Funds holding: 6370 (+7)

0.16% less ownership

Funds ownership: 45.51%45.36% (-0.16%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
19
Reduced
22
Closed
6
Calls
$993K
Puts
$280K
Net Calls
+$713K
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$32.9K
Fidelity Investments
52
Fidelity Investments
Massachusetts
$24.6K -$12.3K -608 -34%
FFA
53
Founders Financial Alliance
North Carolina
$22.8K +$41 +2 +0.2%
BIM
54
Brentview Investment Management
Illinois
$20.9K +$20.3K +1,000 New
Group One Trading
55
Group One Trading
Illinois
$15.3K +$2.03K +100 +16%
FHA
56
Flagship Harbor Advisors
Massachusetts
$10.4K +$10.2K +500 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$10K
CA
58
Clearstead Advisors
Ohio
$6.65K +$41 +2 +0.6%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$5.11K -$1.14K -56 -19%
CMA
60
Cedar Mountain Advisors
Oregon
$3.44K +$20 +1 +0.6%
AC
61
AlphaCore Capital
California
$3.11K +$3.02K +149 New
BLC
62
Brown, Lisle/Cummings
Rhode Island
$3K
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$2.97K
AWM
64
AE Wealth Management
Kansas
$2.86K +$1.71K +84 +158%
CIA
65
Cape Investment Advisory
Georgia
$2.13K +$2.07K +102 New
Allspring Global Investments
66
Allspring Global Investments
North Carolina
$1.98K +$1.77K +87 New
NS
67
NBC Securities
Alabama
$626
IRC
68
Investors Research Corp
Georgia
$584
William Blair & Company
69
William Blair & Company
Illinois
$480
NECFA
70
New England Capital Financial Advisors
Connecticut
$33 -$4.22K -208 -99%
SAM
71
Smartleaf Asset Management
Massachusetts
$6 -$20 -1 Closed
Brown Advisory
72
Brown Advisory
Maryland
-$1.67M -86,736 Closed
Northern Trust
73
Northern Trust
Illinois
-$546K -28,323 Closed
BTI
74
Blue Trust Inc
Georgia
-$14.9K -770 Closed
NA
75
NewEdge Advisors
Louisiana
-$8.53K -442 Closed

IEZ Hedge Fund Activity: Q4 2025 in Review

70 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2025, worth a combined $59.8M — up 15% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IEZ positions and 6 closed out — a net gain of 9 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Littlejohn Financial Services, opening a new position worth an estimated $1.38M. The largest seller was Brown Advisory, exiting entirely with an estimated $1.67M sold.

  • 70 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2025, up from 63 in Q3 2025.
  • Funds reported $59.8M of iShares US Oil Equipment & Services ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 15 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2025 and 6 closed out, a net change of +9 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q4 2025 was Littlejohn Financial Services, an estimated $1.38M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q4 2025 was Brown Advisory, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2025.