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iShares US Oil Equipment & Services ETF

89 hedge funds and large institutions have $271M invested in iShares US Oil Equipment & Services ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more capital invested

Capital invested by funds: $59.8M → $271M (+$212M)

244% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $498K

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

27% more funds holding

Funds holding: 7089 (+19)

20.16% more ownership

Funds ownership: 45.36%65.51% (+20%)

Holders
89
Holders Change
+19
Holders Change %
+27.14%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
25
Reduced
17
Closed
11
Calls
$1.71M
Puts
$498K
Net Calls
+$1.21M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
1
MML Investors Services
Massachusetts
$31M +$27.9M +1,050,062 +4,777%
Morgan Stanley
2
Morgan Stanley
New York
$29.2M +$14.6M +549,640 +119%
MWM
3
MinichMacGregor Wealth Management
New York
$19.9M +$18.3M +686,398 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15M +$12.3M +461,158 +793%
ASN
5
Advisory Services Network
Georgia
$14.6M +$13.4M +502,700 New
Bank of America
6
Bank of America
North Carolina
$14.5M +$8.24M +309,490 +162%
PFS
7
Prospera Financial Services
Texas
$14.4M +$11M +413,778 +503%
Wells Fargo
8
Wells Fargo
California
$12.3M +$10.6M +397,569 +1,381%
EH
9
Equitable Holdings
New York
$11.8M +$10.9M +408,835 New
Osaic Holdings
10
Osaic Holdings
Arizona
$11.7M +$10.7M +401,848 +12,300%
WDL
11
Well Done LLC
Michigan
$7.87M +$7.23M +271,745 New
UBS Group
12
UBS Group
Switzerland
$6.51M +$5.25M +197,177 +712%
MCM
13
Monument Capital Management
Virginia
$5.7M +$5.24M +196,934 New
Stifel Financial
14
Stifel Financial
Missouri
$5.11M +$1.62M +60,698 +52%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.06M -$125K -4,696 -3%
VCAM
16
Van Cleef Asset Management
Ohio
$5.03M -$67.3K -2,528 -1%
AMI
17
Amica Mutual Insurance
Rhode Island
$4M
IFG
18
Independent Financial Group
California
$3.56M +$101K +3,799 +3%
LPL Financial
19
LPL Financial
California
$3.55M +$959K +36,031 +42%
VA
20
VestGen Advisors
Illinois
$3.46M +$2.93M +110,062 New
Ameriprise
21
Ameriprise
Minnesota
$3.23M +$961K +36,103 +48%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.14M +$2.89M +108,412 New
Raymond James Financial
23
Raymond James Financial
Florida
$2.5M +$349K +13,130 +18%
TF
24
Tudor Financial
Ohio
$2.3M +$2.11M +79,410 New
Marshall Wace
25
Marshall Wace
United Kingdom
$2.2M +$2.02M +75,876 New