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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

55 hedge funds and large institutions have $76.6M invested in iShares US Oil Equipment & Services ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
+17
Holders Change %
+44.74%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
14
Reduced
7
Closed
8
Calls
$555K
Puts
$251K
Net Calls
+$304K
Net Calls Change
+$311K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.8M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$7.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.16M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
CS
2
Cannell & Spears
New York
$0
3
EH
3
Equitable Holdings
New York
$0
4
TFF
4
The Family Firm
Maryland
$140K
5
Citadel Advisors
5
Citadel Advisors
Florida
$349K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.8M 2,647,553 +2,457,997 +1,297%
Wells Fargo
2
Wells Fargo
California
$11.5M 1,336,710 +1,043,490 +356%
Bank of America
3
Bank of America
North Carolina
$7.1M 824,230 +805,476 +4,295%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.16M 599,345 +475,646 +385%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.1M 592,530 +592,530 New
MWM
6
MinichMacGregor Wealth Management
New York
$3.48M 403,926 +403,926 New
RJA
7
Raymond James & Associates
Florida
$3.13M 363,053 +363,053 New
Ameriprise
8
Ameriprise
Minnesota
$3.06M 355,435 +355,435 New
Stifel Financial
9
Stifel Financial
Missouri
$1.5M 174,630 +174,630 New
VCAM
10
Van Cleef Asset Management
Ohio
$1.46M 169,160 +169,160 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.23M 142,553 +135,535 +1,931%
AWM
12
AE Wealth Management
Kansas
$987K 114,628 +114,628 New
UBS Group
13
UBS Group
Switzerland
$975K 113,281 +68,983 +156%
TFA
14
Teamwork Financial Advisors
Texas
$948K 110,148 +110,148 New
VC
15
Vicus Capital
Pennsylvania
$812K 94,267 +94,267 New
FBA
16
Front Barnett Associates
Illinois
$796K 92,403 -225 -0.2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$744K 86,469 +60,466 +233%
HT
18
HAP Trading
New York
$714K 82,982 +82,982 New
BFA
19
Beaumont Financial Advisors
Massachusetts
$707K 82,129 +82,129 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$602K 69,887 +69,887 New
WDL
21
Well Done LLC
Michigan
$572K 66,485 +66,485 New
SI
22
Stephens Inc
Arkansas
$425K 49,330 +49,330 New
CFA
23
Carroll Financial Associates
North Carolina
$383K 44,566 +44,566 New
OAM
24
Occidental Asset Management
California
$363K 42,173 -2,232 -5%
Citadel Advisors
25
Citadel Advisors
Florida
$349K 40,544 -3,200 -7%
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