iShares US Oil Equipment & Services ETF
IEZ
73 hedge funds and large institutions have $155M invested in iShares US Oil Equipment & Services ETF in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.
297% more call options, than puts
Call options by funds: $1.45M | Put options by funds: $365K
105% more capital invested
Capital invested by funds: $75.7M → $155M (+$79.4M)
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
13.55% more ownership
Funds ownership: 36.16% → 49.71% (+14%)
12% more funds holding
Funds holding: 65 → 73 (+8)
Top Buyers
Top Sellers
| 1 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$1.95M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.74M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.25M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 5 |
Jane Street
New York
|
-$569K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
76
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$9K | -290 | Closed |
|
|
APP
77
Avantax Planning Partners
Dubuque,
Iowa
| – | -$8K | -247 | Closed |
|
|
CG
78
Cutler Group
San Francisco,
California
| – | -$3K | -104 | Closed |
|
79
Simplex Trading
Chicago,
Illinois
| – | -$3K | -100 | Closed |
|
|
CTB
80
Country Trust Bank
Bloomington,
Illinois
| – | -$1K | -31 | Closed |
|
IEZ Hedge Fund Activity: Q2 2018 in Review
73 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2018, worth a combined $155M — up 105% from $75.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IEZ positions and 8 closed out — a net gain of 8 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $45.1M. The largest seller was Psagot Value Holdings, cutting an estimated $1.95M.
- 73 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2018, up from 65 in Q1 2018.
- Funds reported $155M of iShares US Oil Equipment & Services ETF stock for Q2 2018, up 105% quarter-over-quarter.
- 16 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2018 and 8 closed out, a net change of +8 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q2 2018 was RiverFront Investment Group, an estimated $45.1M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q2 2018 was Psagot Value Holdings, an estimated $1.95M sold.
Based on aggregated 13F filings for Q2 2018.