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iShares US Oil Equipment & Services ETF

98 hedge funds and large institutions have $210M invested in iShares US Oil Equipment & Services ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
30
Reduced
27
Closed
7
Calls
$46K
Puts
Net Calls
+$46K
Net Calls Change
-$863K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$42K -$6.99K -90 -14%
IPC
77
Independent Portfolio Consultants
Florida
$42K +$42K +540 New
MAS
78
Madden Advisory Services
Florida
$41K -$54.7K -714 -57%
JIC
79
Joel Isaacson & Co
New York
$39K
Barclays
80
Barclays
United Kingdom
$33K -$48.1K -630 -59%
WT
81
Whittier Trust
California
$31K
US Bancorp
82
US Bancorp
Minnesota
$31K
AP
83
Advisors Preferred
Maryland
$27.3K -$298K -3,840 -92%
NHFG
84
New Harbor Financial Group
Massachusetts
$23K
TFO
85
Tarbox Family Office
California
$23K
PSUF
86
People's United Financial
Connecticut
$23K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$21K -$2.77K -35 -12%
BRWA
88
B. Riley Wealth Advisors
Florida
$19.4K +$19.4K +250 New
RNS
89
Robert N. Shapiro
$16K
PSI
90
Pinnacle Summer Investments
Virginia
$16K
NES
91
New England Securities
New York
$14K -$5.92K -77 -30%
MFS
92
MSI Financial Services
Massachusetts
$11K +$9.47K +124 +620%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$11K +$11K +136 New
AllianceBernstein
94
AllianceBernstein
Tennessee
$9K +$7.5K +100 +500%
WRM
95
Westport Resources Management
Connecticut
$8K
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$6K
CFA
97
Carroll Financial Associates
North Carolina
$6K
WEC
98
Winslow Evans & Crocker
Massachusetts
$4.34K +$4.34K +56 New
SCM
99
Signia Capital Management
Washington
-$382K -5,583 Closed
KFS
100
KMS Financial Services
Washington
-$342K -4,997 Closed