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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

75 hedge funds and large institutions have $70.7M invested in iShares US Oil Equipment & Services ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
22
Reduced
25
Closed
5
Calls
$922K
Puts
$435K
Net Calls
+$487K
Net Calls Change
+$540K

Top Buyers

1
SWM
SeaCrest Wealth Management
New York
+$1.26M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$975K
3
SPIA
Steward Partners Investment Advisory
New York
+$971K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$795K
5
Stifel Financial
Stifel Financial
Missouri
+$788K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.64M
2
UBS Group
UBS Group
Switzerland
-$1.67M
3
GC
Grimes & Company
Massachusetts
-$1.48M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$738K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$699K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.1M -$4.64M -238,180 -20%
Stifel Financial
2
Stifel Financial
Missouri
$6.11M +$788K +40,431 +15%
Wells Fargo
3
Wells Fargo
California
$4.49M +$262K +13,444 +6%
Bank of America
4
Bank of America
North Carolina
$3.61M -$91.6K -4,696 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.6M +$234K +11,974 +7%
VCAM
6
Van Cleef Asset Management
Ohio
$3.43M -$29.1K -1,494 -0.8%
AMI
7
Amica Mutual Insurance
Rhode Island
$3.15M – – –
LPL Financial
8
LPL Financial
California
$2.15M +$412K +21,146 +24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.01M -$738K -37,815 -27%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$1.96M +$975K +50,000 +99%
GCA
11
Genesee Capital Advisors
New York
$1.96M -$88K -4,514 -4%
SPIA
12
Steward Partners Investment Advisory
New York
$1.95M +$971K +49,781 +99%
SWM
13
SeaCrest Wealth Management
New York
$1.59M +$1.26M +64,633 +384%
PFS
14
Prospera Financial Services
Texas
$1.44M +$87.8K +4,501 +7%
CCA
15
Cottonwood Capital Advisors
Utah
$1.05M -$11K -565 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$994K -$699K -35,861 -41%
Ameriprise
17
Ameriprise
Minnesota
$834K -$84.2K -4,319 -9%
UBS Group
18
UBS Group
Switzerland
$823K -$1.67M -85,699 -67%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$795K +$795K +40,783 New
Raymond James Financial
20
Raymond James Financial
Florida
$703K +$361K +18,488 +105%
PP
21
Patten & Patten
Tennessee
$652K +$244K +12,530 +60%
MC
22
Medici Capital
California
$585K – – –
P
23
&Partners
Tennessee
$537K +$73K +3,764 +16%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$529K +$529K +27,121 New
GS
25
GTS Securities
New York
$524K +$524K +26,851 New
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