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iShares US Oil Equipment & Services ETF

70 hedge funds and large institutions have $59.8M invested in iShares US Oil Equipment & Services ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $993K | Put options by funds: $280K

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $51.8M → $59.8M (+$7.97M)

11% more funds holding

Funds holding: 6370 (+7)

0.16% less ownership

Funds ownership: 45.51%45.36% (-0.16%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
19
Reduced
22
Closed
6
Calls
$993K
Puts
$280K
Net Calls
+$713K
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.61M +$58.1K +2,861 +0.6%
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$4.15M +$1.04M +51,300 +35%
Bank of America
3
Bank of America
North Carolina
$3.99M +$25.1K +1,235 +0.7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.75M -$80.1K -3,947 -2%
VCAM
5
Van Cleef Asset Management
Ohio
$3.68M +$4.18K +206 +0.1%
AMI
6
Amica Mutual Insurance
Rhode Island
$2.88M
IFG
7
Independent Financial Group
California
$2.49M -$18.3K -901 -0.7%
Stifel Financial
8
Stifel Financial
Missouri
$2.42M -$678K -33,386 -22%
LPL Financial
9
LPL Financial
California
$1.81M -$359K -17,658 -17%
PFS
10
Prospera Financial Services
Texas
$1.72M -$18.9K -930 -1%
Ameriprise
11
Ameriprise
Minnesota
$1.57M -$27.3K -1,344 -2%
SPIA
12
Steward Partners Investment Advisory
New York
$1.54M -$12.2K -599 -0.8%
Raymond James Financial
13
Raymond James Financial
Florida
$1.53M +$933K +45,947 +168%
LFS
14
Littlejohn Financial Services
Oregon
$1.42M +$1.38M +68,026 New
KPWS
15
Kestra Private Wealth Services
Texas
$1.39M -$117K -5,769 -8%
GS
16
GTS Securities
New York
$1.35M +$813K +40,065 +162%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.22M +$120K +5,925 +11%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.21M +$1.01M +49,751 +597%
CCA
19
Cottonwood Capital Advisors
Utah
$1.06M -$19.2K -944 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$996K -$408K -20,107 -30%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$856K +$833K +41,035 New
FSA
22
Financial Services Advisory
Maryland
$822K +$800K +39,378 New
NL
23
NWAM LLC
Washington
$761K +$608K +29,934 New
MSFS
24
Main Street Financial Solutions
Pennsylvania
$759K +$244 +12 +0%
Wells Fargo
25
Wells Fargo
California
$601K +$25.9K +1,276 +5%

IEZ Hedge Fund Activity: Q4 2025 in Review

70 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares US Oil Equipment & Services ETF (IEZ) for Q4 2025, worth a combined $59.8M — up 15% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IEZ positions and 6 closed out — a net gain of 9 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Littlejohn Financial Services, opening a new position worth an estimated $1.38M. The largest seller was Brown Advisory, exiting entirely with an estimated $1.67M sold.

  • 70 institutional investors held iShares US Oil Equipment & Services ETF (IEZ) as of Q4 2025, up from 63 in Q3 2025.
  • Funds reported $59.8M of iShares US Oil Equipment & Services ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 15 funds opened new iShares US Oil Equipment & Services ETF positions in Q4 2025 and 6 closed out, a net change of +9 holders.
  • The largest iShares US Oil Equipment & Services ETF buyer in Q4 2025 was Littlejohn Financial Services, an estimated $1.38M added.
  • The largest iShares US Oil Equipment & Services ETF seller in Q4 2025 was Brown Advisory, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2025.