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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

88 hedge funds and large institutions have $189M invested in iShares US Oil Equipment & Services ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
88
Holders Change
-7
Holders Change %
-7.37%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
25
Reduced
32
Closed
17
Calls
$1.41M
Puts
$97K
Net Calls
+$1.31M
Net Calls Change
+$769K

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$21.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20.3M
3
PFS
3
Prospera Financial Services
Texas
$6.99M
4
UBS Group
4
UBS Group
Switzerland
$6.06M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.44M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.1M
2
SFI
2
SPC Financial Inc
Maryland
$248K
3
MWM
3
MinichMacGregor Wealth Management
New York
$1.58M
4
ASN
4
Advisory Services Network
Georgia
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$4.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.1M 1,781,752 -1,309,172 -42%
MML Investors Services
2
MML Investors Services
Massachusetts
$21.8M 922,666 +485,590 +111%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.3M 859,802 +404,865 +89%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.6M 530,909 -45,552 -8%
Bank of America
5
Bank of America
North Carolina
$8.07M 341,414 -88,400 -21%
Wells Fargo
6
Wells Fargo
California
$7.33M 309,867 -125,598 -29%
PFS
7
Prospera Financial Services
Texas
$6.99M 295,519 +103,947 +54%
Goldman Sachs
8
Goldman Sachs
New York
$6.16M 260,527 -17,619 -6%
UBS Group
9
UBS Group
Switzerland
$6.06M 256,234 +102,125 +66%
Stifel Financial
10
Stifel Financial
Missouri
$4.5M 190,271 -243,823 -56%
AMI
11
Amica Mutual Insurance
Rhode Island
$4.43M 187,368 – –
Ameriprise
12
Ameriprise
Minnesota
$4.31M 182,327 -4,365 -2%
VCAM
13
Van Cleef Asset Management
Ohio
$4.3M 181,679 -2,832 -2%
WDL
14
Well Done LLC
Michigan
$4.05M 171,169 +17,385 +11%
CCA
15
Cadent Capital Advisors
Oklahoma
$3.8M 160,667 +9,158 +6%
GCA
16
Genesee Capital Advisors
New York
$3.51M 148,211 -19,010 -11%
RJA
17
Raymond James & Associates
Florida
$2.06M 86,998 -22,199 -20%
CCA
18
Cottonwood Capital Advisors
Utah
$1.83M 79,031 +819 +1%
MWM
19
MinichMacGregor Wealth Management
New York
$1.58M 66,473 -291,100 -81%
LPL Financial
20
LPL Financial
California
$1.48M 62,520 -10,989 -15%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.44M 61,023 +61,023 New
LG
22
Leuthold Group
Minnesota
$1.37M 58,075 +2,929 +5%
Citadel Advisors
23
Citadel Advisors
Florida
$1.26M 53,385 +10,572 +25%
GC
24
Grimes & Company
Massachusetts
$1.13M 47,586 -1,739 -4%
AI
25
Atria Investments
North Carolina
$1.02M 43,325 +43,325 New
1
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