iShares US Oil Equipment & Services ETF
IEZ
60 hedge funds and large institutions have $72.7M invested in iShares US Oil Equipment & Services ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 21 closing their positions.
919% more call options, than puts
Call options by funds: $550K | Put options by funds: $54K
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
2.44% less ownership
Funds ownership: 54.87% → 52.42% (-2.4%)
23% less funds holding
Funds holding: 78 → 60 (-18)
23% less capital invested
Capital invested by funds: $94.7M → $72.7M (-$22M)
86% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 21
Top Buyers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$2.3M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$2.14M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$894K |
| 4 |
LPL Financial
San Diego,
California
|
+$595K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$565K |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$5.02M |
| 2 |
WDL
Well Done LLC
Holland,
Michigan
|
-$3.88M |
| 3 |
Morgan Stanley
New York
|
-$2.62M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.24M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$222K | -9,991 | Closed |
|
|
KPWS
77
Kestra Private Wealth Services
Austin,
Texas
| – | -$206K | -9,237 | Closed |
|
|
TFF
78
The Family Firm
Bethesda,
Maryland
| – | -$101K | -4,546 | Closed |
|
79
Simplex Trading
Chicago,
Illinois
| – | -$79K | -3,567 | Closed |
|
|
FFA
80
Farther Finance Advisors
San Francisco,
California
| – | -$30K | -1,365 | Closed |
|
81
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$30.8K | -1,258 | Closed |
|
IEZ Hedge Fund Activity: Q3 2024 in Review
60 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q3 2024, worth a combined $72.7M — down 23% from $94.7M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IEZ and 3 opened new positions — a net loss of 18 holders — while 20 trimmed existing stakes and 22 added.
The largest buyer was Stifel Financial, adding an estimated $2.3M. The largest seller was Goldman Sachs, cutting an estimated $5.02M.
- 60 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q3 2024, down from 78 in Q2 2024.
- Funds reported $72.7M of iShares US Oil Equipment & Services ETF stock for Q3 2024, down 23% quarter-over-quarter.
- 3 funds opened new iShares US Oil Equipment & Services ETF positions in Q3 2024 and 21 closed out, a net change of -18 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q3 2024 was Stifel Financial, an estimated $2.3M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q3 2024 was Goldman Sachs, an estimated $5.02M sold.
Based on aggregated 13F filings for Q3 2024.