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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

109 hedge funds and large institutions have $160M invested in iShares US Oil Equipment & Services ETF in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
109
Holders Change
+14
Holders Change %
+14.74%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
27
Reduced
33
Closed
15
Calls
$1.14M
Puts
$718K
Net Calls
+$420K
Net Calls Change
+$587K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.8M
2
MG
2
Mather Group
Illinois
$9.42M
3
SEIA
3
Signature Estate & Investment Advisors
California
$6.9M
4
CTB
4
Country Trust Bank
Illinois
$4M
5
TRCT
5
Tower Research Capital (TRC)
New York
$4.09M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.37M
2
CS
2
Credit Suisse
Switzerland
$265K
3
ST
3
Spinnaker Trust
Maine
$0
4
VF
4
Virtu Financial
New York
$0
5
CIM
5
Confluence Investment Management
Missouri
$867K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.8M 516,218 +228,526 +79%
PVH
2
Psagot Value Holdings
Israel
$20.7M 414,357 +34,733 +9%
MG
3
Mather Group
Illinois
$9.42M 188,508 +188,508 New
Goldman Sachs
4
Goldman Sachs
New York
$9.37M 187,581 -101,643 -35%
COI
5
Connable Office Inc
Michigan
$7.28M 145,628 +3,989 +3%
SEIA
6
Signature Estate & Investment Advisors
California
$6.9M 138,155 +138,155 New
GHA
7
GW Henssler & Associates
Georgia
$6.87M 137,475 -18,434 -12%
KHLMVGHM
8
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$5.83M 116,680 +116,680 New
Bank of America
9
Bank of America
North Carolina
$5.25M 105,054 -6,580 -6%
TRCT
10
Tower Research Capital (TRC)
New York
$4.09M 81,955 +75,419 +1,154%
CTB
11
Country Trust Bank
Illinois
$4M 80,044 +80,044 New
UBS Group
12
UBS Group
Switzerland
$3.91M 78,180 +78,180 New
PWAP
13
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.24M 64,798 +34,127 +111%
JCM
14
Janney Capital Management
Pennsylvania
$3.12M 62,507 -16,360 -21%
GIM
15
Goelzer Investment Management
Indiana
$3.07M 61,469 +61,469 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.84M 56,786 +16,715 +42%
LPL Financial
17
LPL Financial
California
$2.49M 49,812 +24,067 +93%
MMLI
18
Massachusetts Mutual Life Insurance
Massachusetts
$2.3M 45,948 +1,427 +3%
Wells Fargo
19
Wells Fargo
California
$2.17M 43,341 +9,106 +27%
KHLMTHM
20
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.11M 42,263 +42,263 New
CCM
21
Condor Capital Management
New Jersey
$1.94M 38,796 -3,342 -8%
GWM
22
Graybill Wealth Management
Illinois
$1.9M 37,950 +37,950 New
SWM
23
Strategic Wealth Management
Washington
$1.7M 34,000 +34,000 New
SG Americas Securities
24
SG Americas Securities
New York
$1.62M 32,391 +28,349 +701%
FPCM
25
Financial Partners Capital Management
New York
$1.57M 31,325 – –
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