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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+397,569+1381.0%426,357$12.34MQ1 2026Jul 08, 2026
Bank Of America CorpBuy+309,490+162.0%500,506$14.49MQ1 2026May 18, 2026
AmundiBuy+30,237—30,237$875.36KQ1 2026May 18, 2026
Newedge Advisors, LlcBuy+29,845—29,845$29.84KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+4,634+198.3%6,971$201.80KQ1 2026May 18, 2026
Morgan StanleyBuy+549,640+119.4%1,010,117$29.24MQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+502,700—502,700$14.55MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+461,158+792.5%519,348$15.04MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+408,835—408,835$11.84MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+401,848+12300.2%405,115$11.73MQ1 2026May 15, 2026
Marshall Wace, LlpBuy+75,876—75,876$2.20MQ1 2026May 15, 2026
Gts Securities LlcSell-53,363-82.4%11,387$329.65KQ1 2026May 15, 2026
Citadel Advisors LlcBuy+39,734—39,734$1.15MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+10,841+184.9%16,703$497.90KQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Sell-10,628-39.5%16,259$470.70KQ1 2026May 15, 2026
Corient Private Wealth LlcBuy+5,812+57.8%15,862$291.12KQ1 2026May 15, 2026
Horizon Kinetics Asset Management LlcBuy+3,131—3,131$90.64KQ1 2026May 15, 2026
&PartnersSell-2,767-14.6%16,222$469.63KQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-1,694-4.1%39,341$1.14MQ1 2026May 15, 2026
Allworth Financial LpSell-835-29.1%2,039$59.03KQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+623+2.4%26,600$770.07KQ1 2026May 15, 2026
Smartleaf Asset Management LlcBuy+371—371$10.67KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+318+11.1%3,189$92.34KQ1 2026May 15, 2026
Fmr LlcBuy+15+1.3%1,195$34.61KQ1 2026May 15, 2026
Vestgen Advisors, LlcBuy+110,062—110,062$3.46MQ1 2026May 14, 2026
Financial Sense Advisors, Inc.Buy+44,727—44,727$1.29MQ1 2026May 14, 2026
Raymond James Financial IncBuy+13,130+17.9%86,446$2.50MQ1 2026May 14, 2026
Tudor Financial Inc.Buy+4,574—4,574$2.30MQ1 2026May 14, 2026
Brentview Investment Management LlcBuy+1,000+100.0%2,000$57.90KQ1 2026May 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+310—310$8.97KQ1 2026May 14, 2026
Showing 30 of 86

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.