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iShares US Oil Equipment & Services ETF
IEZ

85 hedge funds and large institutions have $264M invested in iShares US Oil Equipment & Services ETF in 2013 Q2 according to their latest regulatory filings, with 85 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $1M

36.65% more ownership

Funds ownership: 0% → 36.65% (+37%)

Holders
85
Holders Change
+85
Holders Change %
–
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
–
Reduced
–
Closed
–
Calls
$2.83M
Puts
$1M
Net Calls
+$1.83M
Net Calls Change
+$1.83M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1
JOYN Advisors
Georgia
$127M – – –
Morgan Stanley
2
Morgan Stanley
New York
$19.8M +$20M +349,286 New
PVH
3
Psagot Value Holdings
Israel
$18.9M +$19.1M +333,698 New
U
4
UBS
Switzerland
$16.6M +$16.7M +292,661 New
GHA
5
GW Henssler & Associates
Georgia
$9.82M +$9.91M +173,278 New
COI
6
Connable Office Inc
Michigan
$8.4M +$8.47M +148,223 New
NG
7
NatWest Group
United Kingdom
$8.18M +$8.25M +144,312 New
Bank of America
8
Bank of America
North Carolina
$7.18M +$7.24M +126,604 New
JCM
9
Janney Capital Management
Pennsylvania
$5.23M +$5.27M +92,213 New
LBG
10
Lloyds Banking Group
United Kingdom
$3.25M +$3.28M +57,340 New
CCM
11
Condor Capital Management
New Jersey
$2.25M +$2.26M +39,608 New
Ameriprise
12
Ameriprise
Minnesota
$2.24M +$2.26M +39,571 New
WT
13
Washington Trust
Rhode Island
$1.94M +$1.96M +34,204 New
EM
14
EnTrustPermal Management
New York
$1.94M +$1.95M +34,173 New
FPCM
15
Financial Partners Capital Management
New York
$1.93M +$1.95M +34,050 New
PWAP
16
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.89M +$1.91M +33,323 New
Wells Fargo
17
Wells Fargo
California
$1.78M +$1.8M +31,458 New
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$1.7M +$1.72M +30,000 New
LPL Financial
19
LPL Financial
California
$1.67M +$1.68M +29,413 New
1IA
20
1834 Investment Advisors
Wisconsin
$1.63M +$1.64M +28,774 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.22M +$1.23M +21,476 New
MCM
22
Murphy Capital Management
New Jersey
$1.2M +$1.21M +21,245 New
DS
23
DRW Securities
Illinois
$1.15M +$1.16M +20,208 New
JP Morgan Chase
24
JP Morgan Chase
New York
$910K +$917K +16,043 New
TH
25
Timber Hill
Connecticut
$902K +$910K +15,914 New
1
2 3 4

IEZ Hedge Fund Activity: Q2 2013 in Review

85 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2013, worth a combined $264M.

Buyers outnumbered sellers: 85 funds opened new IEZ positions and 0 closed out — a net gain of 85 holders — while 0 added to existing stakes and 0 trimmed.

  • 85 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $264M of iShares US Oil Equipment & Services ETF stock for Q2 2013.
  • 85 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2013 and 0 closed out, a net change of +85 holders.

Based on aggregated 13F filings for Q2 2013.