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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

63 hedge funds and large institutions have $76.7M invested in iShares US Oil Equipment & Services ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 22 closing their positions.

Holders
63
Holders Change
-18
Holders Change %
-22.22%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
36
Closed
22
Calls
$1.02M
Puts
$117K
Net Calls
+$907K
Net Calls Change
-$49K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$3.22M
3
VCAM
3
Van Cleef Asset Management
Ohio
$3.77M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$775K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.38M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$21.4M
3
Ameriprise
3
Ameriprise
Minnesota
$866K
4
FMP
4
Financial Management Professionals
Texas
$0
5
UBS Group
5
UBS Group
Switzerland
$823K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.4M 1,065,758 -236,279 -18%
Goldman Sachs
2
Goldman Sachs
New York
$9.7M 482,260 +282,643 +142%
Bank of America
3
Bank of America
North Carolina
$6.1M 302,967 -13,994 -4%
VCAM
4
Van Cleef Asset Management
Ohio
$3.77M 187,314 +44,657 +31%
Allianz Asset Management
5
Allianz Asset Management
Germany
$3.22M 159,800 +159,800 New
Jane Street
6
Jane Street
New York
$2.83M 140,607 -54,285 -28%
AWS
7
Atria Wealth Solutions
New York
$2.69M 133,726 -2,051 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.38M 118,426 +34,149 +41%
KWM
9
Kingsview Wealth Management
Oregon
$2.1M 104,227 +32,969 +46%
LPL Financial
10
LPL Financial
California
$1.68M 83,351 -26,079 -24%
Wells Fargo
11
Wells Fargo
California
$1.57M 78,238 -30,023 -28%
CCA
12
Cottonwood Capital Advisors
Utah
$1.53M 75,990 -1,496 -2%
Citadel Advisors
13
Citadel Advisors
Florida
$1.17M 58,274 -66,408 -53%
RJA
14
Raymond James & Associates
Florida
$1.15M 57,366 -25,273 -31%
TRCT
15
Tower Research Capital (TRC)
New York
$1.03M 51,340 -28,068 -35%
GC
16
Grimes & Company
Massachusetts
$1.01M 50,150 -2,819 -5%
Ameriprise
17
Ameriprise
Minnesota
$866K 43,029 -199,575 -82%
UBS Group
18
UBS Group
Switzerland
$823K 40,908 -97,680 -70%
Two Sigma Investments
19
Two Sigma Investments
New York
$775K 38,500 +38,500 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$745K 37,035 -21,131 -36%
Corient Private Wealth
21
Corient Private Wealth
Florida
$692K 34,382 – –
PFS
22
Prospera Financial Services
Texas
$643K 31,950 +4,214 +15%
SFS
23
Sowell Financial Services
Arkansas
$642K 31,905 +2,780 +10%
SFG
24
Summit Financial Group
West Virginia
$609K 30,290 -3,070 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$593K 29,336 -49,428 -63%
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