iShares US Oil Equipment & Services ETF
IEZ
69 hedge funds and large institutions have $54.5M invested in iShares US Oil Equipment & Services ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 11 closing their positions.
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1.26% less ownership
Funds ownership: 29.1% → 27.84% (-1.3%)
1% less funds holding
Funds holding: 70 → 69 (-1)
25% less capital invested
Capital invested by funds: $72.8M → $54.5M (-$18.3M)
30% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 23
100% less call options, than puts
Call options by funds: $3K | Put options by funds: $2.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WP Advisors
San Francisco,
California
|
+$1.19M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$856K |
| 3 |
Morgan Stanley
New York
|
+$742K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$708K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$610K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.85M |
| 2 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$1.82M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$594K |
| 5 |
LNB
Ledyard National Bank
|
-$592K |
IEZ Hedge Fund Activity: Q2 2017 in Review
69 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2017, worth a combined $54.5M — down 25% from $72.8M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IEZ and 10 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 16 added.
The largest buyer was WP Advisors, adding an estimated $1.19M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $1.85M sold.
- 69 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2017, down from 70 in Q1 2017.
- Funds reported $54.5M of iShares US Oil Equipment & Services ETF stock for Q2 2017, down 25% quarter-over-quarter.
- 10 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2017 and 11 closed out, a net change of -1 holder.
- The largest iShares US Oil Equipment & Services ETF buyer in Q2 2017 was WP Advisors, an estimated $1.19M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q2 2017 was Brinker Capital Investments, an estimated $1.85M sold.
Based on aggregated 13F filings for Q2 2017.