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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

95 hedge funds and large institutions have $230M 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, 40 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.39%
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
40
Closed
11
Calls
$735K
Puts
$191K
Net Calls
+$544K
Net Calls Change
-$396K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.01M
4
PFS
4
Prospera Financial Services
Texas
$4.2M
5
WDL
5
Well Done LLC
Michigan
$3.37M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$9.58M
2
SFI
2
SPC Financial Inc
Maryland
$8.18M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.97M
4
Bank of America
4
Bank of America
North Carolina
$9.42M
5
KWM
5
Kingsview Wealth Management
Oregon
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
76
Sunbelt Securities
Texas
$37.8K +$27.4K +1,251 +263%
US Bancorp
77
US Bancorp
Minnesota
$37.5K +$37.5K +1,710 New
WT
78
Washington Trust
Rhode Island
$30.1K +$30.1K +1,375 New
FFA
79
Farther Finance Advisors
California
$29.9K – – –
CMA
80
Cedar Mountain Advisors
Oregon
$24.3K – – –
FFA
81
Founders Financial Alliance
North Carolina
$23.5K +$66 +3 +0.3%
Simplex Trading
82
Simplex Trading
Illinois
$18K -$28.8K -1,336 -62%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$7.45K +$7.45K +340 New
PBK
85
Peoples Bank (Kansas)
Kansas
$6.68K +$6.68K +305 New
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$6.52K +$6.52K +300 New
NFSG
87
Newbridge Financial Services Group
Florida
$5.26K – – –
NECFA
88
New England Capital Financial Advisors
Connecticut
$4.45K +$22 +1 +0.5%
BLC
89
Brown, Lisle/Cummings
Rhode Island
$3.16K – – –
TC
90
Truvestments Capital
Florida
$2.41K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$2.2K +$22 +1 +1%
SPIA
92
Steward Partners Investment Advisory
New York
$2.19K – – –
HI
93
Harbour Investments
Wisconsin
$1.1K – – –
IRC
94
Investors Research Corp
Georgia
$614 – – –
First Manhattan
95
First Manhattan
New York
$87 – – –
CAN
96
Cetera Advisor Networks
California
– -$514K -21,395 Closed
WIA
97
World Investment Advisors
California
– -$491K -20,382 Closed
SWA
98
Stratos Wealth Advisors
Ohio
– -$351K -14,591 Closed
CT
99
Colonial Trust
South Carolina
– -$99.2K -4,128 Closed
USGIU
100
U.S. Global Investors (USGI)
Texas
– -$55.3K -2,300 Closed
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4
5