iShares US Oil Equipment & Services ETF
IEZ
68 hedge funds and large institutions have $59.7M invested in iShares US Oil Equipment & Services ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 10 closing their positions.
9% more capital invested
Capital invested by funds: $54.5M → $59.7M (+$5.16M)
2.33% more ownership
Funds ownership: 27.84% → 30.17% (+2.3%)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
1% less funds holding
Funds holding: 69 → 68 (-1)
41% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 22
100% less call options, than puts
Call options by funds: $4K | Put options by funds: $17.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.67M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.35M |
| 3 |
EOCM
Energy Opportunities Capital Management
Austin,
Texas
|
+$983K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$934K |
| 5 |
Morgan Stanley
New York
|
+$706K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNB
Ledyard National Bank
|
-$1.84M |
| 2 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
-$873K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$779K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$717K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$510K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTB
76
Country Trust Bank
Bloomington,
Illinois
| – | -$3K | -103 | Closed |
|
|
PSUF
77
People's United Financial
Bridgeport,
Connecticut
| – | -$2K | -50 | Closed |
|
78
SEI Investments
Oaks,
Pennsylvania
| – | -$2K | -49 | Closed |
|
IEZ Hedge Fund Activity: Q3 2017 in Review
68 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q3 2017, worth a combined $59.7M — up 9.5% from $54.5M a quarter earlier.
Fund positioning in IEZ was balanced in Q3 2017: 10 funds opened new positions, 10 closed out, 13 added to existing stakes and 22 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.67M. The largest seller was Ledyard National Bank, cutting an estimated $1.84M.
- 68 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q3 2017, down from 69 in Q2 2017.
- Funds reported $59.7M of iShares US Oil Equipment & Services ETF stock for Q3 2017, up 9.5% quarter-over-quarter.
- 10 funds opened new iShares US Oil Equipment & Services ETF positions in Q3 2017 and 10 closed out, a net change of 0 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q3 2017 was Goldman Sachs, an estimated $1.67M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q3 2017 was Ledyard National Bank, an estimated $1.84M sold.
Based on aggregated 13F filings for Q3 2017.