iShares US Oil Equipment & Services ETF
IEZ
74 hedge funds and large institutions have $54.7M invested in iShares US Oil Equipment & Services ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 24 closing their positions.
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
3% less funds holding
Funds holding: 76 → 74 (-2)
13.36% less ownership
Funds ownership: 50.05% → 36.69% (-13%)
62% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 21
66% less capital invested
Capital invested by funds: $163M → $54.7M (-$108M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Matrix Asset Advisors
White Plains,
New York
|
+$6.85M |
| 2 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$5.46M |
| 3 |
GGI
Godsey & Gibb Inc
Richmond,
Virginia
|
+$5M |
| 4 |
FPCM
Financial Partners Capital Management
New York
|
+$4.04M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$50.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$13.1M |
| 3 |
PWM
Patriot Wealth Management
Houston,
Texas
|
-$10.8M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.09M |
| 5 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
-$5M |
IEZ Hedge Fund Activity: Q4 2018 in Review
74 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2018, worth a combined $54.7M — down 66% from $163M a quarter earlier.
Fund positioning in IEZ was balanced in Q4 2018: 24 funds opened new positions, 24 closed out, 8 added to existing stakes and 21 trimmed.
The largest buyer was Matrix Asset Advisors, opening a new position worth an estimated $6.85M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $50.8M sold.
- 74 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2018, down from 76 in Q3 2018.
- Funds reported $54.7M of iShares US Oil Equipment & Services ETF stock for Q4 2018, down 66% quarter-over-quarter.
- 24 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2018 and 24 closed out, a net change of 0 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q4 2018 was Matrix Asset Advisors, an estimated $6.85M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q4 2018 was RiverFront Investment Group, an estimated $50.8M sold.
Based on aggregated 13F filings for Q4 2018.