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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

95 hedge funds and large institutions have $230M invested in iShares US Oil Equipment & Services ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
28
Reduced
40
Closed
11
Calls
$735K
Puts
$191K
Net Calls
+$544K
Net Calls Change
-$396K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.01M
4
PFS
4
Prospera Financial Services
Texas
$4.2M
5
WDL
5
Well Done LLC
Michigan
$3.37M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$9.58M
2
SFI
2
SPC Financial Inc
Maryland
$8.18M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.97M
4
Bank of America
4
Bank of America
North Carolina
$9.42M
5
KWM
5
Kingsview Wealth Management
Oregon
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.8M 3,090,924 +1,401,922 +83%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.6M 576,461 +444,806 +338%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.97M 454,937 -114,410 -20%
MML Investors Services
4
MML Investors Services
Massachusetts
$9.58M 437,076 -477,333 -52%
Wells Fargo
5
Wells Fargo
California
$9.55M 435,465 +144,893 +50%
Stifel Financial
6
Stifel Financial
Missouri
$9.52M 434,094 +18,024 +4%
Bank of America
7
Bank of America
North Carolina
$9.42M 429,814 -80,248 -16%
SFI
8
SPC Financial Inc
Maryland
$8.18M 373,339 -260,204 -41%
MWM
9
MinichMacGregor Wealth Management
New York
$7.84M 357,573 -22,382 -6%
ASN
10
Advisory Services Network
Georgia
$6.18M 281,841 -25,338 -8%
Goldman Sachs
11
Goldman Sachs
New York
$6.1M 278,146 +26,646 +11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.01M 228,459 +214,493 +1,536%
Allianz Asset Management
13
Allianz Asset Management
Germany
$4.53M 206,600 -28,200 -12%
PFS
14
Prospera Financial Services
Texas
$4.2M 191,572 +157,170 +457%
AMI
15
Amica Mutual Insurance
Rhode Island
$4.11M 187,368 +68,225 +57%
Ameriprise
16
Ameriprise
Minnesota
$4.09M 186,692 +130,493 +232%
VCAM
17
Van Cleef Asset Management
Ohio
$4.04M 184,511 -1,230 -0.7%
GCA
18
Genesee Capital Advisors
New York
$3.67M 167,221 -32,687 -16%
UBS Group
19
UBS Group
Switzerland
$3.38M 154,109 +85,763 +125%
WDL
20
Well Done LLC
Michigan
$3.37M 153,784 +153,784 New
CCA
21
Cadent Capital Advisors
Oklahoma
$3.32M 151,509 -248 -0.2%
VC
22
Vicus Capital
Pennsylvania
$2.68M 122,234 +19,631 +19%
RJA
23
Raymond James & Associates
Florida
$2.39M 109,197 +53,176 +95%
Two Sigma Investments
24
Two Sigma Investments
New York
$2.01M 91,500 -21,000 -19%
CCA
25
Cottonwood Capital Advisors
Utah
$1.71M 78,212 +6,509 +9%
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