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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Advisory Services Network, Llc, Royal Bank Of Canada, Equitable Holdings, Inc., and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +397,569 | +1381.0% | 426,357 | $12.34M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +309,490 | +162.0% | 500,506 | $14.49M | Q1 2026 | May 18, 2026 |
| Amundi | Buy | +30,237 | — | 30,237 | $875.36K | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Buy | +29,845 | — | 29,845 | $29.84K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +4,634 | +198.3% | 6,971 | $201.80K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +549,640 | +119.4% | 1,010,117 | $29.24M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +502,700 | — | 502,700 | $14.55M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +461,158 | +792.5% | 519,348 | $15.04M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +408,835 | — | 408,835 | $11.84M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +401,848 | +12300.2% | 405,115 | $11.73M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Buy | +75,876 | — | 75,876 | $2.20M | Q1 2026 | May 15, 2026 |
| Gts Securities Llc | Sell | -53,363 | -82.4% | 11,387 | $329.65K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +39,734 | — | 39,734 | $1.15M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +10,841 | +184.9% | 16,703 | $497.90K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -10,628 | -39.5% | 16,259 | $470.70K | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +5,812 | +57.8% | 15,862 | $291.12K | Q1 2026 | May 15, 2026 |
| Horizon Kinetics Asset Management Llc | Buy | +3,131 | — | 3,131 | $90.64K | Q1 2026 | May 15, 2026 |
| &Partners | Sell | -2,767 | -14.6% | 16,222 | $469.63K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -1,694 | -4.1% | 39,341 | $1.14M | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Sell | -835 | -29.1% | 2,039 | $59.03K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +623 | +2.4% | 26,600 | $770.07K | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Buy | +371 | — | 371 | $10.67K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +318 | +11.1% | 3,189 | $92.34K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +15 | +1.3% | 1,195 | $34.61K | Q1 2026 | May 15, 2026 |
| Vestgen Advisors, Llc | Buy | +110,062 | — | 110,062 | $3.46M | Q1 2026 | May 14, 2026 |
| Financial Sense Advisors, Inc. | Buy | +44,727 | — | 44,727 | $1.29M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +13,130 | +17.9% | 86,446 | $2.50M | Q1 2026 | May 14, 2026 |
| Tudor Financial Inc. | Buy | +4,574 | — | 4,574 | $2.30M | Q1 2026 | May 14, 2026 |
| Brentview Investment Management Llc | Buy | +1,000 | +100.0% | 2,000 | $57.90K | Q1 2026 | May 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +310 | — | 310 | $8.97K | Q1 2026 | May 14, 2026 |
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.