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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

91 hedge funds and large institutions have $165M invested in iShares US Oil Equipment & Services ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
26
Reduced
28
Closed
6
Calls
$4.18M
Puts
$480K
Net Calls
+$3.7M
Net Calls Change
+$1.87M

Top Buyers

1
MMLI
1
Massachusetts Mutual Life Insurance
Massachusetts
$2.71M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.4M
3
Wells Fargo
3
Wells Fargo
California
$3.85M
4
U
4
UBS
Switzerland
$20.2M
5
BIG
5
Blackthorn Investment Group
Kansas
$1.57M

Top Sellers

1
1IA
1
1834 Investment Advisors
Wisconsin
$0
2
DS
2
DRW Securities
Illinois
$0
3
WT
3
Washington Trust
Rhode Island
$1.33M
4
Ameriprise
4
Ameriprise
Minnesota
$1.69M
5
MCTIC
5
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$701K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$30K -$11.1K -175 -27%
US Bancorp
77
US Bancorp
Minnesota
$25K -$12.5K -200 -33%
WT
78
Whittier Trust
California
$25K – – –
NES
79
New England Securities
New York
$23K -$9.66K -152 -30%
AIG
80
American International Group
New York
$21K +$11K +175 +109%
NHFG
81
New Harbor Financial Group
Massachusetts
$19K – – –
VCM
82
Vigilant Capital Management
Maine
$18K – – –
PSUF
83
People's United Financial
Connecticut
$18K – – –
SFSIG
84
San Francisco Sentry Investment Group
California
$17K – – –
SF
85
Synovus Financial
Georgia
$16K +$61 +1 +0.4%
MFS
86
MSI Financial Services
Massachusetts
$15K -$28.7K -444 -66%
PSI
87
Pinnacle Summer Investments
Virginia
$13K – – –
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$6K – – –
HI
89
Hudock Inc
Pennsylvania
$6K – – –
WRM
90
Westport Resources Management
Connecticut
$6K – – –
CFA
91
Carroll Financial Associates
North Carolina
$6K +$6K +98 New
HR
92
Howe & Rusling
New York
$2K – – –
1IA
93
1834 Investment Advisors
Wisconsin
– -$1.63M -28,774 Closed
DS
94
DRW Securities
Illinois
– -$1.15M -20,208 Closed
PFO
95
Pathstone Family Office
New Jersey
– -$54K -961 Closed
TSWM
96
Triangle Securities Wealth Management
North Carolina
– -$12K -210 Closed
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
– -$6K -110 Closed
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