iShares US Oil Equipment & Services ETF
IEZ
96 hedge funds and large institutions have $232M 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, 41 reducing their positions, and 11 closing their positions.
285% more call options, than puts
Call options by funds: $735K | Put options by funds: $191K
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
12.18% more ownership
Funds ownership: 63.05% → 75.23% (+12%)
9% more capital invested
Capital invested by funds: $214M → $232M (+$18.8M)
1% more funds holding
Funds holding: 95 → 96 (+1)
32% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 41
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$31.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.96M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.8M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$3.52M |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
+$3.44M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USGIU
101
U.S. Global Investors (USGI)
San Antonio,
Texas
| – | -$55.3K | -2,300 | Closed |
|
102
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$54.9K | -2,283 | Closed |
|
|
AP
103
Advisors Preferred
Rockville,
Maryland
| – | -$40.9K | -1,739 | Closed |
|
|
PCM
104
Penserra Capital Management
Orinda,
California
| – | -$7K | -296 | Closed |
|
|
EWA
105
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$6.01K | -250 | Closed |
|
|
NS
106
NBC Securities
Birmingham,
Alabama
| – | -$2K | -110 | Closed |
|
|
CG
107
Cutler Group
San Francisco,
California
| – | -$2.24K | -100 | Closed |
|
IEZ Hedge Fund Activity: Q4 2023 in Review
96 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2023, worth a combined $232M — up 8.8% from $214M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IEZ positions and 11 closed out — a net gain of 3 holders — while 28 added to existing stakes and 41 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.4M. The largest seller was MML Investors Services, cutting an estimated $10.7M.
- 96 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2023, up from 95 in Q3 2023.
- Funds reported $232M of iShares US Oil Equipment & Services ETF stock for Q4 2023, up 8.8% quarter-over-quarter.
- 14 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2023 and 11 closed out, a net change of +3 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q4 2023 was Morgan Stanley, an estimated $31.4M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q4 2023 was MML Investors Services, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2023.