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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

72 hedge funds and large institutions have $241M invested in iShares US Oil Equipment & Services ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 10 closing their positions.

Holders
72
Holders Change
+37
Holders Change %
+105.71%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
12
Reduced
5
Closed
10
Calls
$314K
Puts
$1K
Net Calls
+$313K
Net Calls Change
+$513K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$77.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.1M
3
Wells Fargo
3
Wells Fargo
California
$17.4M
4
SFI
4
SPC Financial Inc
Maryland
$16.2M
5
Bank of America
5
Bank of America
North Carolina
$14.1M

Top Sellers

1
EE
1
EWG Elevate
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$77.6M 5,785,206 +5,785,206 New
Morgan Stanley
2
Morgan Stanley
New York
$38.1M 2,844,033 +2,602,893 +1,079%
Wells Fargo
3
Wells Fargo
California
$17.4M 1,298,795 +1,281,317 +7,331%
SFI
4
SPC Financial Inc
Maryland
$16.2M 1,204,352 +1,204,352 New
Bank of America
5
Bank of America
North Carolina
$14.1M 1,049,824 +951,142 +964%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.13M 605,908 +588,756 +3,433%
Stifel Financial
7
Stifel Financial
Missouri
$7.47M 557,005 +557,005 New
MML Investors Services
8
MML Investors Services
Massachusetts
$6.93M 517,092 +517,092 New
ASN
9
Advisory Services Network
Georgia
$6.79M 506,308 +506,308 New
Osaic Holdings
10
Osaic Holdings
Arizona
$6.37M 474,361 +454,572 +2,297%
MWM
11
MinichMacGregor Wealth Management
New York
$4.52M 336,984 +336,984 New
UBS Group
12
UBS Group
Switzerland
$4.12M 307,339 +277,572 +932%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.03M 300,484 +300,484 New
Ameriprise
14
Ameriprise
Minnesota
$3.87M 288,686 +288,686 New
CCA
15
Cadent Capital Advisors
Oklahoma
$3.73M 278,288 +278,288 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.25M 167,585 +167,585 New
VCAM
17
Van Cleef Asset Management
Ohio
$2.23M 166,045 -2,000 -1%
WDL
18
Well Done LLC
Michigan
$1.46M 108,864 +108,864 New
GC
19
Grimes & Company
Massachusetts
$1.26M 94,063 – –
AWM
20
AE Wealth Management
Kansas
$1.23M 91,803 +91,803 New
RJA
21
Raymond James & Associates
Florida
$1.21M 90,009 +90,009 New
TFA
22
Teamwork Financial Advisors
Texas
$1.18M 87,910 +87,910 New
VC
23
Vicus Capital
Pennsylvania
$1.16M 86,203 +86,203 New
CAG
24
Csenge Advisory Group
Florida
$849K 65,483 +65,483 New
GCA
25
Genesee Capital Advisors
New York
$828K 61,775 +61,775 New
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