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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

70 hedge funds and large institutions have $38.6M invested in iShares US Oil Equipment & Services ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
14
Reduced
19
Closed
19
Calls
$640K
Puts
–
Net Calls
+$640K
Net Calls Change
+$58K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.82M
2
Morgan Stanley
Morgan Stanley
New York
+$1.22M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.2M
4
OAM
Occidental Asset Management
California
+$1.15M
5
LPL Financial
LPL Financial
California
+$1.14M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$6.8M
2
MAA
Matrix Asset Advisors
New York
-$4.96M
3
RT
Rockland Trust
Massachusetts
-$3.95M
4
GGI
Godsey & Gibb Inc
Virginia
-$3.62M
5
UBS Group
UBS Group
Switzerland
-$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.6M +$1.22M +48,302 +12%
Bank of America
2
Bank of America
North Carolina
$5.33M +$3.82M +151,156 +253%
UBS Group
3
UBS Group
Switzerland
$2.77M -$3.47M -137,424 -56%
Citadel Advisors
4
Citadel Advisors
Florida
$2.39M +$1.2M +47,579 +101%
LPL Financial
5
LPL Financial
California
$1.8M +$1.14M +45,301 +176%
Ameriprise
6
Ameriprise
Minnesota
$1.2M +$282K +11,172 +31%
OAM
7
Occidental Asset Management
California
$1.15M +$1.15M +45,682 New
TRCT
8
Tower Research Capital (TRC)
New York
$1.01M +$1.01M +39,897 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$979K +$140K +5,544 +17%
FBA
10
Front Barnett Associates
Illinois
$953K +$69.9K +2,770 +8%
FAAS
11
First Allied Advisory Services
California
$844K +$844K +33,500 New
BRM
12
Boston Research & Management
Massachusetts
$772K +$269K +10,650 +53%
SPIA
13
Steward Partners Investment Advisory
New York
$698K +$17.1K +677 +3%
TFF
14
The Family Firm
Maryland
$554K +$54.5K +2,157 +11%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$439K -$445K -17,636 -50%
PWAP
16
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$412K -$3.06K -121 -0.7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$410K +$27.5K +1,090 +7%
VF
18
Virtu Financial
New York
$400K +$400K +15,842 New
VCAM
19
Van Cleef Asset Management
Ohio
$399K -$588K -23,285 -60%
CS
20
Cannell & Spears
New York
$386K – – –
BCM
21
Blume Capital Management
California
$364K -$32.9K -1,300 -8%
RJA
22
Raymond James & Associates
Florida
$342K -$221K -8,748 -39%
CAG
23
Crestwood Advisors Group
Massachusetts
$312K -$4.12K -163 -1%
SI
24
Stephens Inc
Arkansas
$303K +$303K +11,990 New
Wells Fargo
25
Wells Fargo
California
$302K -$54.9K -2,177 -15%
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