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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

74 hedge funds and large institutions have $54.7M invested in iShares US Oil Equipment & Services ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
8
Reduced
21
Closed
25
Calls
$582K
Puts
–
Net Calls
+$582K
Net Calls Change
-$822K

Top Buyers

1
MAA
1
Matrix Asset Advisors
New York
$4.96M
2
RT
2
Rockland Trust
Massachusetts
$3.95M
3
GGI
3
Godsey & Gibb Inc
Virginia
$3.62M
4
FPCM
4
Financial Partners Capital Management
New York
$2.93M
5
UBS Group
5
UBS Group
Switzerland
$5.05M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
PWM
2
Patriot Wealth Management
Texas
$0
3
RJA
3
Raymond James & Associates
Florida
$455K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
BRCM
5
Bright Rock Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
– -$1.72M -48,196 Closed
VF
77
Virtu Financial
New York
– -$1.19M -33,332 Closed
Baird Financial Group
78
Baird Financial Group
Wisconsin
– -$1.14M -31,438 Closed
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
– -$506K -14,164 Closed
CWM
80
Cornerstone Wealth Management
Missouri
– -$365K -12,637 Closed
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
– -$448K -12,548 Closed
PAG
82
Pinnacle Advisory Group
Maryland
– -$389K -10,881 Closed
SIC
83
Shoker Investment Counsel
Ohio
– -$387K -10,863 Closed
BEAM
84
Baker Ellis Asset Management
Washington
– -$385K -10,770 Closed
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
– -$380K -10,643 Closed
CTA
86
Chesley Taft & Associates
Illinois
– -$211K -5,900 Closed
Simplex Trading
87
Simplex Trading
Illinois
– -$44K -1,252 Closed
SWP
88
Stratos Wealth Partners
Ohio
– -$14K -402 Closed
AIIMS
89
Analyst IMS Investment Management Services
Israel
– -$13 -360 Closed
HI
90
Hudock Inc
Pennsylvania
– -$11K -320 Closed
AWMS
91
Advocacy Wealth Management Services
Georgia
– -$10K -268 Closed
APP
92
Avantax Planning Partners
Iowa
– -$9K -248 Closed
WAM
93
Wealthspire Advisors (Maryland)
Maryland
– -$8K -232 Closed
TPWA
94
TRUE Private Wealth Advisors
Oregon
– -$7.2K -201 Closed
First Manhattan
95
First Manhattan
New York
– -$4K -125 Closed
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