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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

65 hedge funds and large institutions have $94.9M invested in iShares US Oil Equipment & Services ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
13
Closed
19
Calls
$2.22M
Puts
$1.68M
Net Calls
+$541K
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
RT
2
Rockland Trust
Massachusetts
$7.74M
3
PAG
3
Pinnacle Advisory Group
Maryland
$6.36M
4
EWM
4
Evercore Wealth Management
New York
$3.13M
5
ACM
5
Azimuth Capital Management
Michigan
$2.4M

Top Sellers

1
WA
1
WP Advisors
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
LNB
5
Ledyard National Bank
$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
76
San Francisco Sentry Investment Group
California
– -$11K -300 Closed
SMFG
77
Sumitomo Mitsui Financial Group
Japan
– -$10K -293 Closed
GRP
78
Global Retirement Partners
California
– -$10K -281 Closed
NSIM
79
North Star Investment Management
Illinois
– -$9K -250 Closed
MCIA
80
Mountain Capital Investment Advisors
Colorado
– -$7K -200 Closed
WTB
81
Washington Trust Bank
Washington
– -$4K -125 Closed
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
– -$4K -100 Closed
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
– -$2K -57 Closed
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$2K -52 Closed
1 2 3
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