iShares US Oil Equipment & Services ETF
IEZ
36 hedge funds and large institutions have $18.2M invested in iShares US Oil Equipment & Services ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 10 closing their positions.
77% more capital invested
Capital invested by funds: $10.3M → $18.2M (+$7.91M)
3.46% more ownership
Funds ownership: 20.72% → 24.19% (+3.5%)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
3% less funds holding
Funds holding: 37 → 36 (-1)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
96% less call options, than puts
Call options by funds: $9K | Put options by funds: $209K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EE
EWG Elevate
Roseville,
California
|
+$4.48M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$873K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$552K |
| 4 |
Goldman Sachs
New York
|
+$391K |
| 5 |
Morgan Stanley
New York
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$931K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$834K |
| 4 |
FBA
Front Barnett Associates
Chicago,
Illinois
|
-$520K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$512K |
IEZ Hedge Fund Activity: Q4 2020 in Review
36 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2020, worth a combined $18.2M — up 77% from $10.3M a quarter earlier.
Fund positioning in IEZ was balanced in Q4 2020: 10 funds opened new positions, 10 closed out, 8 added to existing stakes and 12 trimmed.
The largest buyer was EWG Elevate, opening a new position worth an estimated $4.48M. The largest seller was Wells Fargo, cutting an estimated $1.1M.
- 36 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2020, down from 37 in Q3 2020.
- Funds reported $18.2M of iShares US Oil Equipment & Services ETF stock for Q4 2020, up 77% quarter-over-quarter.
- 10 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2020 and 10 closed out, a net change of 0 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q4 2020 was EWG Elevate, an estimated $4.48M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q4 2020 was Wells Fargo, an estimated $1.1M sold.
Based on aggregated 13F filings for Q4 2020.