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iShares US Oil Equipment & Services ETF

63 hedge funds and large institutions have $51.8M invested in iShares US Oil Equipment & Services ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $725K | Put options by funds: $201K

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more capital invested

Capital invested by funds: $51.2M → $51.8M (+$565K)

0% more funds holding

Funds holding: 6363 (0)

0.2% less ownership

Funds ownership: 45.71%45.51% (-0.2%)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
22
Closed
9
Calls
$725K
Puts
$201K
Net Calls
+$524K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.83M -$3.54M -192,808 -30%
Bank of America
2
Bank of America
North Carolina
$3.66M -$258K -14,056 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.54M -$22.3K -1,216 -0.7%
VCAM
4
Van Cleef Asset Management
Ohio
$3.4M +$238K +12,969 +8%
Stifel Financial
5
Stifel Financial
Missouri
$2.88M +$1.3M +70,848 +90%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$2.85M +$863K +47,000 +47%
AMI
7
Amica Mutual Insurance
Rhode Island
$2.67M
IFG
8
Independent Financial Group
California
$2.32M -$314K -17,107 -12%
LPL Financial
9
LPL Financial
California
$2.01M -$122K -6,645 -6%
Brown Advisory
10
Brown Advisory
Maryland
$1.67M +$1.59M +86,736 New
PFS
11
Prospera Financial Services
Texas
$1.61M +$62.8K +3,423 +4%
Ameriprise
12
Ameriprise
Minnesota
$1.48M +$421K +22,922 +43%
SPIA
13
Steward Partners Investment Advisory
New York
$1.44M -$74.3K -4,049 -5%
KPWS
14
Kestra Private Wealth Services
Texas
$1.39M -$72.1K -3,926 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.31M +$232K +12,624 +23%
UBS Group
16
UBS Group
Switzerland
$1.17M -$868K -47,280 -44%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.01M +$30.3K +1,650 +3%
CCA
18
Cottonwood Capital Advisors
Utah
$1M -$28.5K -1,555 -3%
Truist Financial
19
Truist Financial
North Carolina
$913K +$200K +10,884 +30%
MSFS
20
Main Street Financial Solutions
Pennsylvania
$701K -$38.3K -2,085 -5%
Northern Trust
21
Northern Trust
Illinois
$546K +$520K +28,323 New
Wells Fargo
22
Wells Fargo
California
$531K -$6.92K -377 -1%
Raymond James Financial
23
Raymond James Financial
Florida
$528K -$39.9K -2,176 -7%
Goldman Sachs
24
Goldman Sachs
New York
$501K -$1.16M -63,148 -71%
GS
25
GTS Securities
New York
$476K +$50.5K +2,750 +13%

IEZ Hedge Fund Activity: Q3 2025 in Review

63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q3 2025, worth a combined $51.8M — up 1.1% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IEZ positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 22 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $1.59M. The largest seller was Morgan Stanley, cutting an estimated $3.54M.

  • 63 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $51.8M of iShares US Oil Equipment & Services ETF stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 10 funds opened new iShares US Oil Equipment & Services ETF positions in Q3 2025 and 9 closed out, a net change of +1 holder.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q3 2025 was Brown Advisory, an estimated $1.59M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q3 2025 was Morgan Stanley, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2025.