iShares US Oil Equipment & Services ETF
IEZ
68 hedge funds and large institutions have $59.7M invested in iShares US Oil Equipment & Services ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 10 closing their positions.
47% more capital inflows, than outflows
Capital inflows: $8.59M | Capital outflows: $5.83M
2.33% more ownership
Funds ownership: 27.84% → 30.17% (+2.3%)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
1% less funds holding
Funds holding: 69 → 68 (-1)
41% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 22
100% less call options, than puts
Call options by funds: $4K | Put options by funds: $17.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.67M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.35M |
| 3 |
EOCM
Energy Opportunities Capital Management
Austin,
Texas
|
+$983K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$934K |
| 5 |
Morgan Stanley
New York
|
+$706K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ledyard National Bank
|
-$1.84M |
| 2 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
-$873K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$779K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$717K |
| 5 |
Tower Research Capital (TRC)
New York
|
-$510K |
IEZ Hedge Fund Activity: Q3 2017 in Review
68 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q3 2017, worth a combined $59.7M — up 9.5% from $54.5M a quarter earlier.
Fund positioning in IEZ was balanced in Q3 2017: 10 funds opened new positions, 10 closed out, 13 added to existing stakes and 22 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.67M. The largest seller was Ledyard National Bank, cutting an estimated $1.84M.
- 68 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q3 2017, down from 69 in Q2 2017.
- Funds reported $59.7M of iShares US Oil Equipment & Services ETF stock for Q3 2017, up 9.5% quarter-over-quarter.
- 10 funds opened new iShares US Oil Equipment & Services ETF positions in Q3 2017 and 10 closed out, a net change of 0 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q3 2017 was Goldman Sachs, an estimated $1.67M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q3 2017 was Ledyard National Bank, an estimated $1.84M sold.
Based on aggregated 13F filings for Q3 2017.