iShares US Oil Equipment & Services ETF
IEZ
63 hedge funds and large institutions have $51.2M invested in iShares US Oil Equipment & Services ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 15 closing their positions.
373% more call options, than puts
Call options by funds: $833K | Put options by funds: $176K
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
2.24% less ownership
Funds ownership: 47.95% → 45.71% (-2.2%)
17% less funds holding
Funds holding: 76 → 63 (-13)
31% less capital invested
Capital invested by funds: $74.3M → $51.2M (-$23.1M)
87% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.1M |
| 2 |
Goldman Sachs
New York
|
+$1.06M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$841K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$735K |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
+$535K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.63M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$3.93M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.39M |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$1.59M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$875K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
76
Coldstream Capital Management
Bellevue,
Washington
| – | -$13.7K | -703 | Closed |
|
|
NP
77
NorthRock Partners
Minneapolis,
Minnesota
| – | -$3.51K | -180 | Closed |
|
78
Russell Investments Group
London,
United Kingdom
| – | -$550 | -28 | Closed |
|
IEZ Hedge Fund Activity: Q2 2025 in Review
63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2025, worth a combined $51.2M — down 31% from $74.3M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IEZ and 2 opened new positions — a net loss of 13 holders — while 25 trimmed existing stakes and 23 added.
The largest buyer was UBS Group, adding an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $4.63M.
- 63 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2025, down from 76 in Q1 2025.
- Funds reported $51.2M of iShares US Oil Equipment & Services ETF stock for Q2 2025, down 31% quarter-over-quarter.
- 2 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2025 and 15 closed out, a net change of -13 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q2 2025 was UBS Group, an estimated $1.1M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.63M sold.
Based on aggregated 13F filings for Q2 2025.