iShares US Oil Equipment & Services ETF
IEZ
67 hedge funds and large institutions have $54.9M invested in iShares US Oil Equipment & Services ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 34 reducing their positions, and 17 closing their positions.
179% more call options, than puts
Call options by funds: $444K | Put options by funds: $159K
8.1% less ownership
Funds ownership: 49.4% → 41.3% (-8.1%)
15% less funds holding
Funds holding: 79 → 67 (-12)
61% less capital invested
Capital invested by funds: $141M → $54.9M (-$85.7M)
65% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 34
71% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 17
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$20.5M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$14.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.16M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.43M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$6.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Stifel Financial
St. Louis,
Missouri
| – | -$243K | -15,216 | Closed |
|
77
Marshall Wace
London,
United Kingdom
| – | -$231K | -14,432 | Closed |
|
|
GDP
78
Great Diamond Partners
Portland,
Maine
| – | -$217K | -13,592 | Closed |
|
|
RJFSA
79
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$195K | -12,186 | Closed |
|
|
GRP
80
Global Retirement Partners
San Rafael,
California
| – | -$54.1K | -3,451 | -100% |
|
|
WWP
81
WR Wealth Planners
Columbia,
Missouri
| – | -$8.78K | -550 | Closed |
|
82
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -173 | Closed |
|
|
AA
83
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$2K | -100 | Closed |
|
IEZ Hedge Fund Activity: Q3 2022 in Review
67 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q3 2022, worth a combined $54.9M — down 61% from $141M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of IEZ and 5 opened new positions — a net loss of 12 holders — while 34 trimmed existing stakes and 12 added.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $8.67M. The largest seller was Morgan Stanley, cutting an estimated $20.5M.
- 67 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q3 2022, down from 79 in Q2 2022.
- Funds reported $54.9M of iShares US Oil Equipment & Services ETF stock for Q3 2022, down 61% quarter-over-quarter.
- 5 funds opened new iShares US Oil Equipment & Services ETF positions in Q3 2022 and 17 closed out, a net change of -12 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q3 2022 was JP Morgan Private Wealth Advisors, an estimated $8.67M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q3 2022 was Morgan Stanley, an estimated $20.5M sold.
Based on aggregated 13F filings for Q3 2022.