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iShares US Oil Equipment & Services ETF
IEZ

96 hedge funds and large institutions have $232M invested in iShares US Oil Equipment & Services ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $735K | Put options by funds: $191K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

12.18% more ownership

Funds ownership: 63.05% → 75.23% (+12%)

9% more capital invested

Capital invested by funds: $214M → $232M (+$18.8M)

1% more funds holding

Funds holding: 95 → 96 (+1)

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
28
Reduced
41
Closed
11
Calls
$735K
Puts
$191K
Net Calls
+$544K
Net Calls Change
-$396K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.4M
2
Osaic Holdings
Osaic Holdings
Arizona
+$9.96M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.8M
4
PFS
Prospera Financial Services
Texas
+$3.52M
5
WDL
Well Done LLC
Michigan
+$3.44M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$10.7M
2
SFI
SPC Financial Inc
Maryland
-$5.82M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.56M
4
Bank of America
Bank of America
North Carolina
-$1.8M
5
KWM
Kingsview Wealth Management
Oregon
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$46.8K -$4.59K -205 -9%
SS
77
Sunbelt Securities
Texas
$37.8K +$28K +1,251 +263%
US Bancorp
78
US Bancorp
Minnesota
$37.5K +$38.3K +1,710 New
WT
79
Washington Trust
Rhode Island
$30.1K +$30.8K +1,375 New
FFA
80
Farther Finance Advisors
California
$29.9K – – –
CMA
81
Cedar Mountain Advisors
Oregon
$24.3K – – –
FFA
82
Founders Financial Alliance
North Carolina
$23.5K +$67 +3 +0.3%
Simplex Trading
83
Simplex Trading
Illinois
$18K -$29.9K -1,336 -62%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$7.45K +$7.61K +340 New
PBK
86
Peoples Bank (Kansas)
Kansas
$6.68K +$6.83K +305 New
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$6.52K +$6.71K +300 New
NFSG
88
Newbridge Financial Services Group
Florida
$5.26K – – –
NECFA
89
New England Capital Financial Advisors
Connecticut
$4.45K +$22 +1 +0.5%
BLC
90
Brown, Lisle/Cummings
Rhode Island
$3.16K – – –
TC
91
Truvestments Capital
Florida
$2.41K – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$2.2K +$22 +1 +1%
SPIA
93
Steward Partners Investment Advisory
New York
$2.19K – – –
HI
94
Harbour Investments
Wisconsin
$1.1K – – –
IRC
95
Investors Research Corp
Georgia
$614 – – –
First Manhattan
96
First Manhattan
New York
$87 – – –
CAN
97
Cetera Advisor Networks
California
– -$514K -21,395 Closed
WIA
98
World Investment Advisors
California
– -$491K -20,382 Closed
SWA
99
Stratos Wealth Advisors
Ohio
– -$351K -14,591 Closed
CT
100
Colonial Trust
South Carolina
– -$99.2K -4,128 Closed
1 2 3
4
5

IEZ Hedge Fund Activity: Q4 2023 in Review

96 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2023, worth a combined $232M — up 8.8% from $214M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IEZ positions and 11 closed out — a net gain of 3 holders — while 28 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.4M. The largest seller was MML Investors Services, cutting an estimated $10.7M.

  • 96 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2023, up from 95 in Q3 2023.
  • Funds reported $232M of iShares US Oil Equipment & Services ETF stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 14 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2023 and 11 closed out, a net change of +3 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q4 2023 was Morgan Stanley, an estimated $31.4M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q4 2023 was MML Investors Services, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2023.