iShares US Oil Equipment & Services ETF
IEZ
46 hedge funds and large institutions have $44M invested in iShares US Oil Equipment & Services ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 8 closing their positions.
89% more capital invested
Capital invested by funds: $23.3M → $44M (+$20.7M)
19.99% more ownership
Funds ownership: 23.42% → 43.41% (+20%)
2% less funds holding
Funds holding: 47 → 46 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
24% less call options, than puts
Call options by funds: $147K | Put options by funds: $193K
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$23.1M |
| 2 |
VC
Vicus Capital
State College,
Pennsylvania
|
+$1.65M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$740K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$487K |
| 5 |
NAM
NTV Asset Management
Charleston,
West Virginia
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$685K |
| 2 |
Morgan Stanley
New York
|
-$605K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$594K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$567K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$449K |
IEZ Hedge Fund Activity: Q4 2021 in Review
46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2021, worth a combined $44M — up 89% from $23.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IEZ and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 11 added.
The largest buyer was Bank of America, adding an estimated $23.1M. The largest seller was Hollencrest Capital Management, exiting entirely with an estimated $685K sold.
- 46 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2021, down from 47 in Q3 2021.
- Funds reported $44M of iShares US Oil Equipment & Services ETF stock for Q4 2021, up 89% quarter-over-quarter.
- 7 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2021 and 8 closed out, a net change of -1 holder.
- The largest iShares US Oil Equipment & Services ETF buyer in Q4 2021 was Bank of America, an estimated $23.1M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q4 2021 was Hollencrest Capital Management, an estimated $685K sold.
Based on aggregated 13F filings for Q4 2021.