iShares US Oil Equipment & Services ETF
IEZ
86 hedge funds and large institutions have $163M invested in iShares US Oil Equipment & Services ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 6 closing their positions.
1,898% more call options, than puts
Call options by funds: $1.62M | Put options by funds: $81K
383% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 6
196% more capital invested
Capital invested by funds: $54.9M → $163M (+$108M)
113% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 15
28% more funds holding
Funds holding: 67 → 86 (+19)
5.68% more ownership
Funds ownership: 41.3% → 46.98% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.2M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$13.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.26M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.59M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$890K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$846K |
| 4 |
HF
HRT Financial
New York
|
-$596K |
| 5 |
Jane Street
New York
|
-$520K |
IEZ Hedge Fund Activity: Q4 2022 in Review
86 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2022, worth a combined $163M — up 196% from $54.9M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IEZ positions and 6 closed out — a net gain of 23 holders — while 32 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17.2M. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.59M.
- 86 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2022, up from 67 in Q3 2022.
- Funds reported $163M of iShares US Oil Equipment & Services ETF stock for Q4 2022, up 196% quarter-over-quarter.
- 29 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2022 and 6 closed out, a net change of +23 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q4 2022 was Morgan Stanley, an estimated $17.2M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q4 2022 was Tower Research Capital (TRC), an estimated $1.59M sold.
Based on aggregated 13F filings for Q4 2022.