IEZ icon

iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

88 hedge funds and large institutions have $189M invested in iShares US Oil Equipment & Services ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-7
Holders Change %
-7.37%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
25
Reduced
32
Closed
17
Calls
$1.41M
Puts
$97K
Net Calls
+$1.31M
Net Calls Change
+$769K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$21.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.3M
3
PFS
3
Prospera Financial Services
Texas
$6.99M
4
UBS Group
4
UBS Group
Switzerland
$6.06M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.44M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
SFI
2
SPC Financial Inc
Maryland
$248K
3
MWM
3
MinichMacGregor Wealth Management
New York
$1.58M
4
ASN
4
Advisory Services Network
Georgia
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$4.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Creekmur Asset Management
Illinois
$9.61K -$93.6K -3,954 -91%
CA
77
Clearstead Advisors
Ohio
$7.04K +$7.04K +308 New
NECFA
78
New England Capital Financial Advisors
Connecticut
$4.82K +$24 +1 +0.5%
NP
79
NorthRock Partners
Minnesota
$4.26K +$4.26K +180 New
CG
80
Cutler Group
California
$4K +$4K +200 New
BLC
81
Brown, Lisle/Cummings
Rhode Island
$3.41K – – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$3.08K +$687 +29 +29%
TC
83
Truvestments Capital
Florida
$2.6K – – –
SPIA
84
Steward Partners Investment Advisory
New York
$2.37K – – –
HI
85
Harbour Investments
Wisconsin
$1.18K – – –
NS
86
NBC Securities
Alabama
$1K +$1K +30 New
IRC
87
Investors Research Corp
Georgia
$662 – – –
First Manhattan
88
First Manhattan
New York
$94 – – –
ASN
89
Advisory Services Network
Georgia
– -$6.18M -281,841 Closed
Allianz Asset Management
90
Allianz Asset Management
Germany
– -$4.53M -206,600 Closed
VC
91
Vicus Capital
Pennsylvania
– -$2.68M -122,234 Closed
AWS
92
Atria Wealth Solutions
New York
– -$1.64M -74,808 Closed
Mariner
93
Mariner
Kansas
– -$1.32M -60,317 Closed
EE
94
EWG Elevate
California
– -$1.14M -51,913 Closed
Baird Financial Group
95
Baird Financial Group
Wisconsin
– -$938K -42,788 Closed
GCP
96
GSA Capital Partners
United Kingdom
– -$565K -25,779 Closed
HighTower Advisors
97
HighTower Advisors
Illinois
– -$511K -23,359 Closed
Truist Financial
98
Truist Financial
North Carolina
– -$385K -17,562 Closed
SLFPAM
99
St. Louis Financial Planners Asset Management
Missouri
– -$288K -13,150 Closed
SIAM
100
Sterling Investment Advisors (Missouri)
Missouri
– -$211K -9,611 Closed
1 2 3
4
5