iShares US Oil Equipment & Services ETF
IEZ
65 hedge funds and large institutions have $94.9M invested in iShares US Oil Equipment & Services ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 19 closing their positions.
59% more capital invested
Capital invested by funds: $59.7M → $94.9M (+$35.2M)
32% more call options, than puts
Call options by funds: $2.22M | Put options by funds: $1.68M
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
9.85% more ownership
Funds ownership: 30.17% → 40.02% (+9.8%)
4% less funds holding
Funds holding: 68 → 65 (-3)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$6.94M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$5.97M |
| 4 |
EWM
Evercore Wealth Management
New York
|
+$2.94M |
| 5 |
ACM
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WP Advisors
San Francisco,
California
|
-$2.37M |
| 2 |
Goldman Sachs
New York
|
-$1.79M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.75M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.38M |
| 5 |
LNB
Ledyard National Bank
|
-$750K |
IEZ Hedge Fund Activity: Q4 2017 in Review
65 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2017, worth a combined $94.9M — up 59% from $59.7M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IEZ and 16 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 17 added.
The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was WP Advisors, exiting entirely with an estimated $2.37M sold.
- 65 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2017, down from 68 in Q3 2017.
- Funds reported $94.9M of iShares US Oil Equipment & Services ETF stock for Q4 2017, up 59% quarter-over-quarter.
- 16 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2017 and 19 closed out, a net change of -3 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q4 2017 was Morgan Stanley, an estimated $11.4M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q4 2017 was WP Advisors, an estimated $2.37M sold.
Based on aggregated 13F filings for Q4 2017.