iShares US Oil Equipment & Services ETF
IEZ
67 hedge funds and large institutions have $77.4M invested in iShares US Oil Equipment & Services ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
12% more funds holding
Funds holding: 60 → 67 (+7)
7% more capital invested
Capital invested by funds: $72.7M → $77.4M (+$4.73M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.53% less ownership
Funds ownership: 52.42% → 51.9% (-0.53%)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
17% less call options, than puts
Call options by funds: $256K | Put options by funds: $309K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.95M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.55M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.49M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.36M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.91M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$2.04M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$1.54M |
| 4 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$1.37M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$709K |
IEZ Hedge Fund Activity: Q4 2024 in Review
67 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2024, worth a combined $77.4M — up 6.5% from $72.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IEZ positions and 6 closed out — a net gain of 8 holders — while 18 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.95M. The largest seller was Osaic Holdings, cutting an estimated $7.91M.
- 67 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2024, up from 60 in Q3 2024.
- Funds reported $77.4M of iShares US Oil Equipment & Services ETF stock for Q4 2024, up 6.5% quarter-over-quarter.
- 14 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2024 and 6 closed out, a net change of +8 holders.
- The largest iShares US Oil Equipment & Services ETF buyer in Q4 2024 was Morgan Stanley, an estimated $5.95M added.
- The largest iShares US Oil Equipment & Services ETF seller in Q4 2024 was Osaic Holdings, an estimated $7.91M sold.
Based on aggregated 13F filings for Q4 2024.