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iShares US Oil Equipment & Services ETF
IEZ

Overview Fund Activity

64 hedge funds and large institutions have $48.9M invested in iShares US Oil Equipment & Services ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-11
Holders Change %
-14.67%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
24
Reduced
24
Closed
13
Calls
$833K
Puts
$176K
Net Calls
+$657K
Net Calls Change
+$170K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.83M
2
Goldman Sachs
Goldman Sachs
New York
$1.51M
3
KPWS
Kestra Private Wealth Services
Texas
$1.29M
4
Citadel Advisors
Citadel Advisors
Florida
$1.01M
5
QC
Quadrature Capital
United Kingdom
$787K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$11M
2
Stifel Financial
Stifel Financial
Missouri
$1.33M
3
Wells Fargo
Wells Fargo
California
$473K
4
SWM
SeaCrest Wealth Management
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11M -$4.69M -276,331 -30%
Bank of America
2
Bank of America
North Carolina
$3.46M +$321K +18,900 +10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.14M +$4.51K +266 +0.1%
VCAM
4
Van Cleef Asset Management
Ohio
$2.77M -$214K -12,638 -7%
AMI
5
Amica Mutual Insurance
Rhode Island
$2.35M -$397K -23,417 -14%
LPL Financial
6
LPL Financial
California
$1.88M +$10.7K +633 +0.6%
GCA
7
Genesee Capital Advisors
New York
$1.84M +$133K +7,850 +8%
UBS Group
8
UBS Group
Switzerland
$1.83M +$1.11M +65,620 +155%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$1.71M – – –
Goldman Sachs
10
Goldman Sachs
New York
$1.51M +$1.07M +63,148 +243%
PFS
11
Prospera Financial Services
Texas
$1.35M +$104K +6,107 +8%
SPIA
12
Steward Partners Investment Advisory
New York
$1.33M -$363K -21,419 -21%
Stifel Financial
13
Stifel Financial
Missouri
$1.33M -$3.98M -234,612 -75%
KPWS
14
Kestra Private Wealth Services
Texas
$1.29M +$853K +50,255 +195%
Citadel Advisors
15
Citadel Advisors
Florida
$1.01M +$745K +43,895 +282%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$937K +$245K +14,446 +35%
Ameriprise
17
Ameriprise
Minnesota
$912K +$187K +10,994 +26%
CCA
18
Cottonwood Capital Advisors
Utah
$908K -$6.02K -355 -0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$859K -$887K -52,260 -51%
QC
20
Quadrature Capital
United Kingdom
$787K +$543K +31,955 +222%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$652K +$192K +11,300 +42%
Truist Financial
22
Truist Financial
North Carolina
$619K +$229K +13,481 +59%
PP
23
Patten & Patten
Tennessee
$538K -$29.3K -1,725 -5%
Raymond James Financial
24
Raymond James Financial
Florida
$501K -$111K -6,520 -18%
Wells Fargo
25
Wells Fargo
California
$473K -$3.43M -202,318 -88%
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