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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.9M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$8.69M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.65M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.19M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$757K |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$486K |
| 3 |
OAM
Occidental Asset Management
Burlingame,
California
|
-$458K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$452K |
| 5 |
SFG
Summit Financial Group
Moorefield,
West Virginia
|
-$188K |
IEZ Hedge Fund Activity: Q1 2022 in Review
63 of the 6,360 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.