Who Owns IEZ?
iShares U.S. Oil Equipment & Services ETF — Institutional Ownership & 13F Holdings
$31.56
+1.04 (+3.41%)
Market Cap
$137.6M
Shares Outstanding
5,021,886
Institutional Holders
75
Total Inst. Value
$213.9M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
20
Closed Positions
6
Increased
19
Decreased
26
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $148.9M | 7,635 |
| 2 | MORGAN STANLEY | $18.1M | 926,755 |
| 3 | STIFEL FINANCIAL CORP | $6.1M | 313,106 |
| 4 | WELLS FARGO & COMPANY/MN | $4.5M | 230,207 |
| 5 | BANK OF AMERICA CORP /DE/ | $3.6M | 184,937 |
| 6 | Van Cleef Asset Management,Inc | $3.4M | 175,712 |
| 7 | AMICA MUTUAL INSURANCE CO | $3.2M | 161,594 |
| 8 | ROYAL BANK OF CANADA | $2.0M | 102,875 |
| 9 | BNP PARIBAS FINANCIAL MARKETS | $2.0M | 100,700 |
| 10 | Genesee Capital Advisors, LLCNew | $2.0M | 100,578 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +8K | $148.9M |
| STIFEL FINANCIAL CORP | +40K | $6.1M |
| WELLS FARGO & COMPANY/MN | +13K | $4.5M |
| BNP PARIBAS FINANCIAL MARKETS | +50K | $2.0M |
| Genesee Capital Advisors, LLCNew | +101K | $2.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -374K | $143K |
| MORGAN STANLEY | -238K | $18.1M |
| UBS Group AG | -86K | $823K |
| ROYAL BANK OF CANADA | -38K | $2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -36K | $994K |
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Frequently Asked Questions
How many institutional investors hold IEZ?
As of Q1 2025, 75 institutional investors report holding IEZ (iShares U.S. Oil Equipment & Services ETF) in their 13F filings.
Which hedge fund owns the most IEZ?
The largest institutional holder of IEZ is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $148.9M in shares.
Are institutions buying or selling IEZ?
This quarter, 20 institutions opened new positions in IEZ and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.