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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

49 hedge funds and large institutions have $31.3M invested in iShares US Oil Equipment & Services ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$6.7M
2
MAA
2
Matrix Asset Advisors
New York
$2.39M
3
BCM
3
Blume Capital Management
California
$1.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.91M
5
VCAM
5
Van Cleef Asset Management
Ohio
$1.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.1M
2
Ameriprise
2
Ameriprise
Minnesota
$830K
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$542K
5
TRCT
5
Tower Research Capital (TRC)
New York
$117K
Name Market Value Shares Shares
Change 		Shares
Change %
FWCM
1
Ferguson Wellman Capital Management
Oregon
$6.7M 329,620 +329,620 New
Morgan Stanley
2
Morgan Stanley
New York
$6.1M 299,854 -74,135 -20%
MAA
3
Matrix Asset Advisors
New York
$2.39M 117,311 +117,311 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.91M 94,106 +62,686 +200%
FBA
5
Front Barnett Associates
Illinois
$1.76M 86,503 +33,684 +64%
BCM
6
Blume Capital Management
California
$1.3M 63,950 +63,950 New
UBS Group
7
UBS Group
Switzerland
$1.16M 56,965 +13,795 +32%
VCAM
8
Van Cleef Asset Management
Ohio
$1.01M 49,560 +49,560 New
OAM
9
Occidental Asset Management
California
$985K 48,460 +693 +1%
Citadel Advisors
10
Citadel Advisors
Florida
$897K 44,144 -17,146 -28%
Ameriprise
11
Ameriprise
Minnesota
$830K 40,772 -33,147 -45%
CCM
12
Condor Capital Management
New Jersey
$668K 32,835 -329 -1%
LPL Financial
13
LPL Financial
California
$569K 27,989 -2,511 -8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$542K 26,643 -20,642 -44%
Goldman Sachs
15
Goldman Sachs
New York
$527K 25,909 -300 -1%
TFF
16
The Family Firm
Maryland
$417K 20,498 -348 -2%
Bank of America
17
Bank of America
North Carolina
$406K 19,952 +3,587 +22%
RJA
18
Raymond James & Associates
Florida
$388K 19,092 +19,092 New
Mariner
19
Mariner
Kansas
$328K 16,137 – –
CS
20
Cannell & Spears
New York
$311K 15,300 – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$285K 14,023 +2,347 +20%
JIC
22
Johnson Investment Counsel
Ohio
$269K 13,240 +13,240 New
VCWA
23
Vanguard Capital Wealth Advisors
Colorado
$237K 11,691 +11,691 New
GRP
24
Global Retirement Partners
California
$214K 10,534 +306 +3%
IFS
25
Ifrah Financial Services
Arkansas
$202K 9,924 +9,924 New
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