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iShares US Oil Equipment & Services ETF

72 hedge funds and large institutions have $155M invested in iShares US Oil Equipment & Services ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $365K

104% more capital invested

Capital invested by funds: $75.7M → $155M (+$79M)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

13.4% more ownership

Funds ownership: 36.16%49.56% (+13%)

11% more funds holding

Funds holding: 6572 (+7)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
18
Reduced
14
Closed
8
Calls
$1.45M
Puts
$365K
Net Calls
+$1.08M
Net Calls Change
+$361K

IEZ Hedge Fund Activity: Q2 2018 in Review

72 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2018, worth a combined $155M — up 104% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IEZ positions and 8 closed out — a net gain of 7 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $45.1M. The largest seller was Psagot Value Holdings, cutting an estimated $1.95M.

  • 72 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2018, up from 65 in Q1 2018.
  • Funds reported $155M of iShares US Oil Equipment & Services ETF stock for Q2 2018, up 104% quarter-over-quarter.
  • 15 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2018 and 8 closed out, a net change of +7 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q2 2018 was RiverFront Investment Group, an estimated $45.1M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q2 2018 was Psagot Value Holdings, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2018.