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iShares US Oil Equipment & Services ETF

63 hedge funds and large institutions have $51.2M invested in iShares US Oil Equipment & Services ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more call options, than puts

Call options by funds: $833K | Put options by funds: $176K

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

2.24% less ownership

Funds ownership: 47.95%45.71% (-2.2%)

17% less funds holding

Funds holding: 7663 (-13)

31% less capital invested

Capital invested by funds: $74.3M → $51.2M (-$23.1M)

87% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 15

Holders
63
Holders Change
-13
Holders Change %
-17.11%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
23
Reduced
25
Closed
15
Calls
$833K
Puts
$176K
Net Calls
+$657K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11M -$4.63M -276,331 -30%
Bank of America
2
Bank of America
North Carolina
$3.46M +$316K +18,900 +10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.14M +$4.45K +266 +0.1%
VCAM
4
Van Cleef Asset Management
Ohio
$2.77M -$212K -12,638 -7%
AMI
5
Amica Mutual Insurance
Rhode Island
$2.35M -$392K -23,417 -14%
IFG
6
Independent Financial Group
California
$2.33M -$820K -48,982 -26%
LPL Financial
7
LPL Financial
California
$1.88M +$10.6K +633 +0.6%
GCA
8
Genesee Capital Advisors
New York
$1.84M +$131K +7,850 +8%
UBS Group
9
UBS Group
Switzerland
$1.83M +$1.1M +65,620 +155%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$1.71M
Goldman Sachs
11
Goldman Sachs
New York
$1.51M +$1.06M +63,148 +243%
PFS
12
Prospera Financial Services
Texas
$1.35M +$102K +6,107 +8%
SPIA
13
Steward Partners Investment Advisory
New York
$1.33M -$359K -21,419 -21%
Stifel Financial
14
Stifel Financial
Missouri
$1.33M -$3.93M -234,612 -75%
KPWS
15
Kestra Private Wealth Services
Texas
$1.29M +$841K +50,255 +195%
Citadel Advisors
16
Citadel Advisors
Florida
$1.01M +$735K +43,895 +282%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$937K +$242K +14,446 +35%
Ameriprise
18
Ameriprise
Minnesota
$912K +$184K +10,994 +26%
CCA
19
Cottonwood Capital Advisors
Utah
$908K -$5.94K -355 -0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$859K -$875K -52,260 -51%
QC
21
Quadrature Capital
United Kingdom
$787K +$535K +31,955 +222%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$652K +$189K +11,300 +42%
Truist Financial
23
Truist Financial
North Carolina
$619K +$226K +13,481 +59%
PP
24
Patten & Patten
Tennessee
$538K -$28.9K -1,725 -5%
Raymond James Financial
25
Raymond James Financial
Florida
$501K -$109K -6,520 -18%

IEZ Hedge Fund Activity: Q2 2025 in Review

63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q2 2025, worth a combined $51.2M — down 31% from $74.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IEZ and 2 opened new positions — a net loss of 13 holders — while 25 trimmed existing stakes and 23 added.

The largest buyer was UBS Group, adding an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $4.63M.

  • 63 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q2 2025, down from 76 in Q1 2025.
  • Funds reported $51.2M of iShares US Oil Equipment & Services ETF stock for Q2 2025, down 31% quarter-over-quarter.
  • 2 funds opened new iShares US Oil Equipment & Services ETF positions in Q2 2025 and 15 closed out, a net change of -13 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q2 2025 was UBS Group, an estimated $1.1M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.63M sold.

Based on aggregated 13F filings for Q2 2025.