IEZ icon

iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

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.

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
13
Closed
19
Calls
$2.22M
Puts
$1.68M
Net Calls
+$541K
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
RT
2
Rockland Trust
Massachusetts
$7.74M
3
PAG
3
Pinnacle Advisory Group
Maryland
$6.36M
4
EWM
4
Evercore Wealth Management
New York
$3.13M
5
ACM
5
Azimuth Capital Management
Michigan
$2.4M

Top Sellers

1
WA
1
WP Advisors
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
LNB
5
Ledyard National Bank
$119K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20M 556,280 +337,581 +154%
PVH
2
Psagot Value Holdings
Israel
$13.5M 375,293 +62,998 +20%
RT
3
Rockland Trust
Massachusetts
$7.74M 215,455 +206,008 +2,181%
PAG
4
Pinnacle Advisory Group
Maryland
$6.36M 177,105 +177,105 New
UBS Group
5
UBS Group
Switzerland
$4.81M 133,973 +44,480 +50%
FBA
6
Front Barnett Associates
Illinois
$3.95M 110,045 +66,775 +154%
RW
7
Rand Wealth
Maryland
$3.21M 89,355 -10,307 -10%
EWM
8
Evercore Wealth Management
New York
$3.13M 87,140 +87,140 New
KHLMVGHM
9
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$3.04M 84,648 – –
Wells Fargo
10
Wells Fargo
California
$2.78M 77,345 +3,485 +5%
Bank of America
11
Bank of America
North Carolina
$2.76M 76,713 +27,518 +56%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.65M 73,761 +44,524 +152%
ACM
13
Azimuth Capital Management
Michigan
$2.4M 66,775 +66,775 New
Citadel Advisors
14
Citadel Advisors
Florida
$2.35M 65,544 -6,042 -8%
GCA
15
Greenwood Capital Associates
South Carolina
$2.29M 63,745 +63,745 New
TC
16
Telemus Capital
Michigan
$1.35M 37,700 +37,700 New
KHLMTHM
17
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.12M 31,294 – –
EOCM
18
Energy Opportunities Capital Management
Texas
$1.07M 29,900 – –
CCM
19
Condor Capital Management
New Jersey
$1.06M 29,635 +668 +2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.06M 29,521 +1,105 +4%
LPL Financial
21
LPL Financial
California
$1.02M 28,245 +5,120 +22%
Jane Street
22
Jane Street
New York
$759K 21,134 +21,134 New
PWAP
23
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$740K 20,606 +151 +0.7%
RJA
24
Raymond James & Associates
Florida
$650K 18,104 -3,453 -16%
DIA
25
Denver Investment Advisors
Colorado
$460K 12,811 +12,811 New
1
2 3 4