iShares US Oil Equipment & Services ETF
IEZ
76 hedge funds and large institutions have $74.3M invested in iShares US Oil Equipment & Services ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
112% more call options, than puts
Call options by funds: $922K | Put options by funds: $435K
13% more funds holding
Funds holding: 67 → 76 (+9)
4% less capital invested
Capital invested by funds: $77.4M → $74.3M (-$3.08M)
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
3.95% less ownership
Funds ownership: 51.9% → 47.95% (-3.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$1.31M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$1.01M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.01M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$825K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$818K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.82M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.73M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$1.48M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$765K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$726K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
76
Grimes & Company
Westborough,
Massachusetts
| – | -$1.48M | -74,609 | Closed |
|
|
SLFPAM
77
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| – | -$400K | -20,174 | Closed |
|
|
NAM
78
NTV Asset Management
Charleston,
West Virginia
| – | -$219K | -11,063 | Closed |
|
79
Citigroup
New York
| – | -$102K | -5,138 | Closed |
|
|
TC
80
Truvestments Capital
Sarasota,
Florida
| – | -$2.18K | -110 | Closed |
|
81
Simplex Trading
Chicago,
Illinois
| – | +$243 | +12 | New |
|
IEZ Hedge Fund Activity: Q1 2025 in Review
76 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q1 2025, worth a combined $74.3M — down 4% from $77.4M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IEZ positions and 5 closed out — a net gain of 10 holders — while 23 added to existing stakes and 25 trimmed.
The largest buyer was SeaCrest Wealth Management, adding an estimated $1.31M. The largest seller was Morgan Stanley, cutting an estimated $4.82M.
- 76 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q1 2025, up from 67 in Q4 2024.
- Funds reported $74.3M of iShares US Oil Equipment & Services ETF stock for Q1 2025, down 4% quarter-over-quarter.
- 15 funds opened new iShares US Oil Equipment & Services ETF positions in Q1 2025 and 5 closed out, a net change of +10 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q1 2025 was SeaCrest Wealth Management, an estimated $1.31M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q1 2025 was Morgan Stanley, an estimated $4.82M sold.
Based on aggregated 13F filings for Q1 2025.