iShares US Oil Equipment & Services ETF
IEZ
91 hedge funds and large institutions have $165M invested in iShares US Oil Equipment & Services ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 6 closing their positions.
771% more call options, than puts
Call options by funds: $4.18M | Put options by funds: $480K
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more capital invested
Capital invested by funds: $137M → $165M (+$28.2M)
7% more funds holding
Funds holding: 85 → 91 (+6)
0.39% more ownership
Funds ownership: 36.65% → 37.04% (+0.39%)
7% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMLI
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
|
+$2.63M |
| 2 |
Morgan Stanley
New York
|
+$2.42M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.83M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.83M |
| 5 |
BIG
Blackthorn Investment Group
Overland Park,
Kansas
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
-$1.63M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
-$1.15M |
| 3 |
WT
Washington Trust
Westerly,
Rhode Island
|
-$785K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$753K |
| 5 |
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
-$681K |
IEZ Hedge Fund Activity: Q3 2013 in Review
91 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q3 2013, worth a combined $165M — up 21% from $137M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IEZ positions and 6 closed out — a net gain of 7 holders — while 26 added to existing stakes and 28 trimmed.
The largest buyer was Massachusetts Mutual Life Insurance, opening a new position worth an estimated $2.63M. The largest seller was 1834 Investment Advisors, exiting entirely with an estimated $1.63M sold.
- 91 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q3 2013, up from 85 in Q2 2013.
- Funds reported $165M of iShares US Oil Equipment & Services ETF stock for Q3 2013, up 21% quarter-over-quarter.
- 13 funds opened new iShares US Oil Equipment & Services ETF positions in Q3 2013 and 6 closed out, a net change of +7 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q3 2013 was Massachusetts Mutual Life Insurance, an estimated $2.63M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q3 2013 was 1834 Investment Advisors, an estimated $1.63M sold.
Based on aggregated 13F filings for Q3 2013.