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iShares US Oil Equipment & Services ETF
IEZ

95 hedge funds and large institutions have $214M invested in iShares US Oil Equipment & Services ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 3

653% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $144K

169% more capital invested

Capital invested by funds: $79.4M → $214M (+$134M)

48% more funds holding

Funds holding: 64 → 95 (+31)

19.52% more ownership

Funds ownership: 43.53% → 63.05% (+20%)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

Holders
95
Holders Change
+31
Holders Change %
+48.44%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
24
Reduced
21
Closed
3
Calls
$1.08M
Puts
$144K
Net Calls
+$940K
Net Calls Change
+$33K

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$21.6M
2
SFI
SPC Financial Inc
Maryland
+$15M
3
Morgan Stanley
Morgan Stanley
New York
+$14.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.7M
5
Stifel Financial
Stifel Financial
Missouri
+$9.52M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$5.45M
2
Jane Street
Jane Street
New York
-$2.3M
3
AWS
Atria Wealth Solutions
New York
-$1.39M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.1M
5
SFS
Sowell Financial Services
Arkansas
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
76
Advisors Preferred
Maryland
$40.9K +$41.1K +1,739 New
FFA
77
Farther Finance Advisors
California
$32.8K +$32.2K +1,365 New
CMA
78
Cedar Mountain Advisors
Oregon
$26.7K +$26.2K +1,110 New
FFA
79
Founders Financial Alliance
North Carolina
$25.7K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$12K -$10.9K -460 -48%
SS
81
Sunbelt Securities
Texas
$11.4K +$11.2K +475 New
PCM
82
Penserra Capital Management
California
$7K +$6.99K +296 New
EWA
83
EverSource Wealth Advisors
Alabama
$6.01K – – –
NFSG
84
Newbridge Financial Services Group
Florida
$5.77K +$5.67K +240 New
NECFA
85
New England Capital Financial Advisors
Connecticut
$4.85K – – –
BLC
86
Brown, Lisle/Cummings
Rhode Island
$3.46K – – –
TC
87
Truvestments Capital
Florida
$2.64K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$2.4K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$2.39K – – –
CG
90
Cutler Group
California
$2K +$2.36K +100 New
NS
91
NBC Securities
Alabama
$2K +$2.6K +110 New
HI
92
Harbour Investments
Wisconsin
$1.2K – – –
IRC
93
Investors Research Corp
Georgia
$673 – – –
Comerica Bank
94
Comerica Bank
Texas
$577 +$567 +24 New
First Manhattan
95
First Manhattan
New York
$96 – – –
SFS
96
Sowell Financial Services
Arkansas
– -$642K -31,905 Closed
HF
97
HRT Financial
New York
– -$588K -29,242 Closed
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
– -$4.1K -204 Closed
1 2 3
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IEZ Hedge Fund Activity: Q3 2023 in Review

95 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q3 2023, worth a combined $214M — up 169% from $79.4M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IEZ positions and 3 closed out — a net gain of 31 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $21.6M. The largest seller was Goldman Sachs, cutting an estimated $5.45M.

  • 95 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q3 2023, up from 64 in Q2 2023.
  • Funds reported $214M of iShares US Oil Equipment & Services ETF stock for Q3 2023, up 169% quarter-over-quarter.
  • 34 funds opened new iShares US Oil Equipment & Services ETF positions in Q3 2023 and 3 closed out, a net change of +31 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q3 2023 was MML Investors Services, an estimated $21.6M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q3 2023 was Goldman Sachs, an estimated $5.45M sold.

Based on aggregated 13F filings for Q3 2023.