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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

88 hedge funds and large institutions have $167M invested in iShares US Oil Equipment & Services ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-6
Holders Change %
-6.38%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
17
Reduced
31
Closed
15
Calls
$1.5M
Puts
$594K
Net Calls
+$909K
Net Calls Change
-$591K

Top Buyers

1
U
1
UBS
Switzerland
$32.1M
2
CA
2
Cumberland Advisors
Florida
$4.04M
3
Citigroup
3
Citigroup
New York
$3.95M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.24M
5
PVH
5
Psagot Value Holdings
Israel
$24.9M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$1.37M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.7M
4
LBG
4
Lloyds Banking Group
United Kingdom
$0
5
Bank of America
5
Bank of America
North Carolina
$5.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
76
Tarbox Family Office
California
$20K – – –
VCM
77
Vigilant Capital Management
Maine
$19K – – –
NES
78
New England Securities
New York
$18K -$9.04K -130 -33%
SF
79
Synovus Financial
Georgia
$17K +$65 +1 +0.4%
RNS
80
Robert N. Shapiro
$14K – – –
PSI
81
Pinnacle Summer Investments
Virginia
$14K – – –
WRM
82
Westport Resources Management
Connecticut
$7K – – –
HI
83
Hudock Inc
Pennsylvania
$7K – – –
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$6K – – –
CFA
85
Carroll Financial Associates
North Carolina
$5K +$5K +74 New
Bessemer Group
86
Bessemer Group
New Jersey
$3K – – –
MFS
87
MSI Financial Services
Massachusetts
$1K – – –
AllianceBernstein
88
AllianceBernstein
Tennessee
$1K +$1K +20 New
LBG
89
Lloyds Banking Group
United Kingdom
– -$2.98M -45,959 Closed
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
– -$2.27M -35,000 Closed
TH
91
Timber Hill
Connecticut
– -$2.05M -31,688 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$1.89M -29,082 Closed
AAM
93
Augustine Asset Management
Florida
– -$553K -8,535 Closed
RCM
94
RNC Capital Management
California
– -$437K -6,750 Closed
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
– -$391K -6,038 Closed
BOTW
96
Bank of the West
California
– -$342K -5,280 Closed
CS
97
Comerica Securities
Michigan
– -$234K -3,616 Closed
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
– -$215K -3,328 Closed
Deutsche Bank
99
Deutsche Bank
Germany
– -$126K -1,950 Closed
WA
100
WFG Advisors
Texas
– -$91K -1,400 Closed
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4
5