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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

94 hedge funds and large institutions have $210M invested in iShares US Oil Equipment & Services ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
94
Holders Change
+31
Holders Change %
+49.21%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
34
Increased
23
Reduced
21
Closed
3
Calls
$1.08M
Puts
$144K
Net Calls
+$940K
Net Calls Change
+$33K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$22M
2
SFI
2
SPC Financial Inc
Maryland
$15.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$40.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$10M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.05M
2
Jane Street
2
Jane Street
New York
$1.04M
3
AWS
3
Atria Wealth Solutions
New York
$1.81M
4
TRCT
4
Tower Research Capital (TRC)
New York
$120K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.6M 1,689,002 +623,244 +58%
MML Investors Services
2
MML Investors Services
Massachusetts
$22M 914,409 +914,409 New
SFI
3
SPC Financial Inc
Maryland
$15.2M 633,543 +633,543 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.7M 569,347 +450,921 +381%
Bank of America
5
Bank of America
North Carolina
$12.3M 510,062 +207,095 +68%
Stifel Financial
6
Stifel Financial
Missouri
$10M 416,070 +402,929 +3,066%
MWM
7
MinichMacGregor Wealth Management
New York
$9.13M 379,955 +379,955 New
ASN
8
Advisory Services Network
Georgia
$7.38M 307,179 +295,285 +2,483%
Wells Fargo
9
Wells Fargo
California
$6.99M 290,572 +212,334 +271%
Goldman Sachs
10
Goldman Sachs
New York
$6.05M 251,500 -230,760 -48%
Allianz Asset Management
11
Allianz Asset Management
Germany
$5.64M 234,800 +75,000 +47%
GCA
12
Genesee Capital Advisors
New York
$4.81M 199,908 +199,908 New
VCAM
13
Van Cleef Asset Management
Ohio
$4.47M 185,741 -1,573 -0.8%
CCA
14
Cadent Capital Advisors
Oklahoma
$3.65M 151,757 +151,757 New
Osaic Holdings
15
Osaic Holdings
Arizona
$3.17M 131,655 +102,319 +349%
AMI
16
Amica Mutual Insurance
Rhode Island
$2.86M 119,143 +119,143 New
Two Sigma Investments
17
Two Sigma Investments
New York
$2.7M 112,500 +74,000 +192%
VC
18
Vicus Capital
Pennsylvania
$2.47M 102,603 +102,603 New
KWM
19
Kingsview Wealth Management
Oregon
$2.46M 102,194 -2,033 -2%
LPL Financial
20
LPL Financial
California
$2.21M 91,960 +8,609 +10%
AWS
21
Atria Wealth Solutions
New York
$1.81M 74,974 -58,752 -44%
CCA
22
Cottonwood Capital Advisors
Utah
$1.72M 71,703 -4,287 -6%
UBS Group
23
UBS Group
Switzerland
$1.64M 68,346 +27,438 +67%
Mariner
24
Mariner
Kansas
$1.41M 58,781 +58,781 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.39M 57,786 +57,786 New
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