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iShares US Oil Equipment & Services ETF
IEZ

63 hedge funds and large institutions have $169M invested in iShares US Oil Equipment & Services ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more capital invested

Capital invested by funds: $44M → $169M (+$125M)

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

151% more call options, than puts

Call options by funds: $567K | Put options by funds: $226K

37% more funds holding

Funds holding: 46 → 63 (+17)

16.33% more ownership

Funds ownership: 43.41% → 59.74% (+16%)

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
24
Reduced
7
Closed
8
Calls
$567K
Puts
$226K
Net Calls
+$341K
Net Calls Change
+$387K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.9M
2
MML Investors Services
MML Investors Services
Massachusetts
+$8.69M
3
Ameriprise
Ameriprise
Minnesota
+$7.65M
4
Wells Fargo
Wells Fargo
California
+$7.19M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.16M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$757K
2
GC
Grimes & Company
Massachusetts
-$486K
3
OAM
Occidental Asset Management
California
-$458K
4
FTUS
Flow Traders U.S.
New York
-$452K
5
SFG
Summit Financial Group
West Virginia
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$36.9M +$719K +42,859 +2%
Morgan Stanley
2
Morgan Stanley
New York
$34.2M +$25.9M +1,542,018 +672%
MML Investors Services
3
MML Investors Services
Massachusetts
$9.98M +$8.69M +517,834 New
Wells Fargo
4
Wells Fargo
California
$9.16M +$7.19M +428,574 +918%
Ameriprise
5
Ameriprise
Minnesota
$8.79M +$7.65M +456,100 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.71M +$5.1M +304,098 +206%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.31M +$5.16M +307,478 +2,169%
NAM
8
NTV Asset Management
West Virginia
$5.23M +$1.48M +87,925 +48%
CCA
9
Cadent Capital Advisors
Oklahoma
$5.03M +$4.38M +260,846 New
UBS Group
10
UBS Group
Switzerland
$3.99M +$3.08M +183,706 +792%
Stifel Financial
11
Stifel Financial
Missouri
$3.32M +$2.89M +172,048 New
WDL
12
Well Done LLC
Michigan
$3.26M +$2.84M +169,117 New
IFG
13
Independent Financial Group
California
$2.92M +$152K +9,060 +6%
VCAM
14
Van Cleef Asset Management
Ohio
$2.85M -$7.89K -470 -0.3%
Goldman Sachs
15
Goldman Sachs
New York
$2.61M +$1.45M +86,366 +177%
MAP
16
Milestone Advisory Partners
North Carolina
$2.52M +$2.19M +130,475 New
VC
17
Vicus Capital
Pennsylvania
$2.31M +$20.7K +1,232 +1%
MWM
18
MinichMacGregor Wealth Management
New York
$2.11M +$1.83M +109,289 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.1M +$1.82M +108,676 New
SWM
20
SeaCrest Wealth Management
New York
$2.03M +$1.77M +105,493 New
RJA
21
Raymond James & Associates
Florida
$1.33M +$1.16M +69,147 New
AI
22
Atria Investments
North Carolina
$1.28M +$1.12M +66,530 New
LPL Financial
23
LPL Financial
California
$1.28M +$672K +40,052 +152%
GC
24
Grimes & Company
Massachusetts
$1.14M -$486K -28,967 -33%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.11M +$503K +29,949 +109%
1
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IEZ Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q1 2022, worth a combined $169M — up 284% from $44M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IEZ positions and 8 closed out — a net gain of 18 holders — while 24 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Tower Research Capital (TRC), cutting an estimated $757K.

  • 63 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q1 2022, up from 46 in Q4 2021.
  • Funds reported $169M of iShares US Oil Equipment & Services ETF stock for Q1 2022, up 284% quarter-over-quarter.
  • 26 funds opened new iShares US Oil Equipment & Services ETF positions in Q1 2022 and 8 closed out, a net change of +18 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q1 2022 was Morgan Stanley, an estimated $25.9M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q1 2022 was Tower Research Capital (TRC), an estimated $757K sold.

Based on aggregated 13F filings for Q1 2022.