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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

88 hedge funds and large institutions have $167M invested in iShares US Oil Equipment & Services ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
88
Holders Change
-6
Holders Change %
-6.38%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
17
Reduced
31
Closed
15
Calls
$1.5M
Puts
$594K
Net Calls
+$909K
Net Calls Change
-$591K

Top Buyers

1
U
1
UBS
Switzerland
$32.1M
2
CA
2
Cumberland Advisors
Florida
$4.04M
3
Citigroup
3
Citigroup
New York
$3.95M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.24M
5
PVH
5
Psagot Value Holdings
Israel
$24.9M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$1.37M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.7M
4
LBG
4
Lloyds Banking Group
United Kingdom
$0
5
Bank of America
5
Bank of America
North Carolina
$5.43M
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$32.1M 470,064 +124,629 +36%
PVH
2
Psagot Value Holdings
Israel
$24.9M 364,008 +12,704 +4%
Morgan Stanley
3
Morgan Stanley
New York
$19.2M 280,317 -74,145 -21%
GHA
4
GW Henssler & Associates
Georgia
$11.2M 163,818 -8,335 -5%
NG
5
NatWest Group
United Kingdom
$10.6M 154,346 +3,962 +3%
COI
6
Connable Office Inc
Michigan
$9.8M 143,360 -2,296 -2%
Bank of America
7
Bank of America
North Carolina
$5.43M 79,462 -39,800 -33%
JCM
8
Janney Capital Management
Pennsylvania
$5.16M 75,449 -38,394 -34%
CA
9
Cumberland Advisors
Florida
$4.04M 59,030 +59,030 New
Citigroup
10
Citigroup
New York
$3.95M 57,764 +55,788 +2,823%
MMLI
11
Massachusetts Mutual Life Insurance
Massachusetts
$2.98M 43,543 -1,835 -4%
CCM
12
Condor Capital Management
New Jersey
$2.55M 37,320 +74 +0.2%
FPCM
13
Financial Partners Capital Management
New York
$2.26M 33,025 -325 -1%
Goldman Sachs
14
Goldman Sachs
New York
$2.24M 32,765 +21,849 +200%
PWAP
15
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.12M 31,001 +243 +0.8%
Wells Fargo
16
Wells Fargo
California
$1.89M 27,608 -29,440 -52%
PI
17
Placemark Investments
Illinois
$1.81M 26,518 -4,321 -14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.7M 24,795 -60,273 -71%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.51M 22,060 -638 -3%
LPL Financial
20
LPL Financial
California
$1.39M 20,304 -2,281 -10%
CS
21
Credit Suisse
Switzerland
$1.37M 19,999 -94,145 -82%
MCM
22
Murphy Capital Management
New Jersey
$1.34M 19,600 -480 -2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.22M 17,881 -264 -1%
CTA
24
Chesley Taft & Associates
Illinois
$997K 14,580 +1,925 +15%
AFG
25
Albion Financial Group
Utah
$991K 14,503 +187 +1%
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