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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

98 hedge funds and large institutions have $210M invested in iShares US Oil Equipment & Services ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
30
Reduced
27
Closed
7
Calls
$46K
Puts
–
Net Calls
+$46K
Net Calls Change
-$863K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.7M
2
CIM
2
Confluence Investment Management
Missouri
$3.5M
3
LBG
3
Lloyds Banking Group
United Kingdom
$3.34M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$2.87M
5
NG
5
NatWest Group
United Kingdom
$14.5M

Top Sellers

1
Citigroup
1
Citigroup
New York
$301K
2
Goldman Sachs
2
Goldman Sachs
New York
$719K
3
U
3
UBS
Switzerland
$34.8M
4
PI
4
Placemark Investments
Illinois
$1.13M
5
CS
5
Credit Suisse
Switzerland
$700K
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$34.8M 449,268 -20,796 -4%
PVH
2
Psagot Value Holdings
Israel
$28.2M 363,416 -592 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$21.2M 273,732 -6,585 -2%
Bank of America
4
Bank of America
North Carolina
$14.7M 190,015 +110,553 +139%
NG
5
NatWest Group
United Kingdom
$14.5M 187,470 +33,124 +21%
GHA
6
GW Henssler & Associates
Georgia
$12.2M 157,150 -6,668 -4%
COI
7
Connable Office Inc
Michigan
$11M 142,151 -1,209 -0.8%
JCM
8
Janney Capital Management
Pennsylvania
$6.03M 77,816 +2,367 +3%
CA
9
Cumberland Advisors
Florida
$4.58M 59,110 +80 +0.1%
CIM
10
Confluence Investment Management
Missouri
$3.5M 45,106 +45,106 New
MMLI
11
Massachusetts Mutual Life Insurance
Massachusetts
$3.37M 43,457 -86 -0.2%
LBG
12
Lloyds Banking Group
United Kingdom
$3.34M 43,107 +43,107 New
CCM
13
Condor Capital Management
New Jersey
$3.28M 42,333 +5,013 +13%
LPL Financial
14
LPL Financial
California
$3.07M 39,560 +19,256 +95%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$2.87M 36,957 +36,957 New
Wells Fargo
16
Wells Fargo
California
$2.62M 33,841 +6,233 +23%
FPCM
17
Financial Partners Capital Management
New York
$2.46M 31,775 -1,250 -4%
PWAP
18
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.4M 31,001 – –
ST
19
Spinnaker Trust
Maine
$2.06M 26,512 +26,512 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.01M 25,868 +1,073 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.92M 24,807 +2,747 +12%
EM
22
EnTrustPermal Management
New York
$1.84M 23,729 +23,729 New
MCM
23
Murphy Capital Management
New Jersey
$1.51M 19,524 -76 -0.4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.21M 15,658 -2,223 -12%
AFG
25
Albion Financial Group
Utah
$1.14M 14,643 +140 +1%
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