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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

95 hedge funds and large institutions have $230M 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, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
28
Reduced
40
Closed
11
Calls
$735K
Puts
$191K
Net Calls
+$544K
Net Calls Change
-$396K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.01M
4
PFS
4
Prospera Financial Services
Texas
$4.2M
5
WDL
5
Well Done LLC
Michigan
$3.37M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$9.58M
2
SFI
2
SPC Financial Inc
Maryland
$8.18M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.97M
4
Bank of America
4
Bank of America
North Carolina
$9.42M
5
KWM
5
Kingsview Wealth Management
Oregon
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
– -$54.9K -2,283 Closed
AP
102
Advisors Preferred
Maryland
– -$40.9K -1,739 Closed
PCM
103
Penserra Capital Management
California
– -$7K -296 Closed
EWA
104
EverSource Wealth Advisors
Alabama
– -$6.01K -250 Closed
NS
105
NBC Securities
Alabama
– -$2K -110 Closed
CG
106
Cutler Group
California
– -$2K -100 Closed
1 2 3 4
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