ISHARES U.S. OIL EQUIPMENT & (IEZ) Institutional Ownership Changes & 13F Activity

ISHARES U.S. OIL EQUIPMENT & (IEZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Royal Bank Of Canada, Bank Of America Corp, Wells Fargo & Company/Mn, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-26,415-66.5%13,319$358.28KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-50-0.3%15,812$425.34KQ2 2026Aug 27, 2026
Osaic Holdings, Inc.Sell-395,253-97.6%9,862$265.31KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-330,857-63.7%188,491$5.07MQ2 2026Aug 14, 2026
Bank Of America CorpSell-280,589-56.1%219,917$5.92MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-198,342-46.5%228,015$6.13MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+177,300177,300$4.77MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+144,813144,813$3.90MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+74,339+279.5%100,939$2.72MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-64,929-75.1%21,517$578.82KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+49,52449,524$1.33MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+40,58740,587$1.09MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+24,885+218.5%36,272$975.72KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+20,42220,422$549.35KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+15,491+92.7%32,194$875.04KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+14,61814,618$393.34KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+10,95110,951$294.58KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+8,6698,669$233.20KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+7,085+18.0%46,426$1.25MQ2 2026Aug 14, 2026
Financial Sense Advisors, Inc.Sell-1,219-2.7%43,508$1.17MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+367367$9.90KQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+350+112.9%660$17.75KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+200200$5.38KQ2 2026Aug 14, 2026
&PartnersBuy+138+0.9%16,360$440.09KQ2 2026Aug 14, 2026
Morgan StanleySell-185,115-18.3%825,002$22.19MQ2 2026Aug 13, 2026
Ubs Group AgSell-95,282-42.4%129,592$3.49MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-20,707-98.6%293$7.88KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+11,363+150.4%18,916$508.84KQ2 2026Aug 13, 2026
Capital Advisor Network LlcBuy+1,9881,988$53.48KQ2 2026Aug 13, 2026
Fmr LlcBuy+250+20.9%1,445$38.88KQ2 2026Aug 13, 2026
Showing 30 of 98

Frequently asked questions about IEZ activity

  • Which institutional owners are buying IEZ?

    Institutional owners buying IEZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IEZ activity?

    "Buy" means an investor increased their reported position in IEZ compared to the prior reporting period. This reflects growing exposure to ISHARES U.S. OIL EQUIPMENT & (IEZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IEZ increasing?

    Institutional interest in IEZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.