IEZ — ISHARES U.S. OIL EQUIPMENT &
As of Q2 2026, 12 SEC-registered investment managers reported holding IEZ (ISHARES U.S. OIL EQUIPMENT &) in their latest 13F filings, with a combined reported value of $51.26M across 1.91M shares. That is -20.3% by share count (-485.69K shares) versus the previous quarter, while reported value moved -26.0%. Ownership is concentrated: the five largest holders account for 83.7% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 5 opened new positions, 2 added to existing stakes, 5 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 825.00K | $22.19M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 228.01K | $6.13M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 219.92K | $5.92M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 177.30K | $4.77M | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 144.81K | $3.90M | 0.00% | New |
| UBS Group AG history | Q2 2026 | 129.59K | $3.49M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 100.94K | $2.72M | 0.00% | Add |
| Fidelity International (FIL) history | Q4 2022 | 113.39K | $2.40M | 0.00% | Hold |
| Marshall Wace history | Q1 2026 | 75.88K | $2.20M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 67.72K | $1.82M | 0.00% | Reduce |
| Amundi US history | Q1 2026 | 30.24K | $875.36K | 0.00% | New |
| Northern Trust Corp history | Q3 2025 | 28.32K | $546.35K | 0.00% | New |
| BNY Mellon history | Q2 2024 | 11.11K | $247.46K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 8.72K | $235.19K | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 1.80K | $48.31K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.45K | $38.88K | 0.00% | Add |
| PNC Financial Services history | Q2 2026 | 148 | $3.98K | 0.00% | New |
| Renaissance Technologies history | Q1 2023 | 32.70K | $632 | 0.00% | Add |
| Millennium Management history | Q1 2023 | 14.78K | $286 | 0.00% | New |
New Positions (Q2 2026)
- Two Sigma Investments 177.30K sh · $4.77M
- D. E. Shaw & Co 144.81K sh · $3.90M
- JPMorgan Chase & Co 8.72K sh · $235.19K
- Citigroup Inc 1.80K sh · $48.31K
- PNC Financial Services 148 sh · $3.98K
Fully Exited (vs previous quarter)
- Marshall Wace sold 75.88K sh · $2.20M
- Amundi US sold 30.24K sh · $875.36K
Fund Position History — shares by quarter (top 19 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 272.99K | 229.52K | 1.77M | 1.84M | 528.13K | 1.40M | 1.30M | 1.07M | 1.69M | 1.55M | 1.78M | 998.38K | 875.89K | 1.16M | 926.75K | 650.42K | 457.62K | 460.48K | 1.01M | 825.00K |
| Wells Fargo & Co | 65.34K | 46.69K | 475.26K | 206.42K | 71.49K | 338.38K | 108.26K | 78.24K | 290.57K | 435.46K | 309.87K | 153.88K | 95.79K | 216.76K | 230.21K | 27.89K | 27.51K | 28.79K | 426.36K | 228.01K |
| Bank of America Corp | 209.15K | 1.87M | 1.92M | 967.24K | 382.50K | 339.59K | 316.96K | 302.97K | 510.06K | 429.81K | 341.41K | 263.24K | 208.54K | 189.63K | 184.94K | 203.84K | 189.78K | 191.02K | 500.51K | 219.92K |
| Two Sigma Investments | — | — | — | — | — | — | — | 38.50K | 112.50K | 91.50K | 37.10K | — | — | — | — | — | — | — | — | 177.30K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | 61.02K | — | — | — | — | — | — | — | — | 144.81K |
| UBS Group AG | 34.18K | 23.20K | 206.90K | 178.69K | 46.99K | 137.95K | 138.59K | 40.91K | 68.35K | 154.11K | 256.23K | 107.13K | 111.08K | 127.92K | 42.23K | 107.85K | 60.57K | 27.70K | 224.87K | 129.59K |
| Goldman Sachs Group | 43.89K | 48.87K | 135.24K | 243.75K | 88.02K | 123.34K | 199.62K | 482.26K | 251.50K | 278.15K | 260.53K | 260.99K | 26.23K | 26.15K | 25.98K | 89.12K | 25.98K | 25.98K | 26.60K | 100.94K |
| Citadel Advisors | 71.15K | 26.30K | 47.85K | 34.64K | 77.28K | 131.46K | 160.58K | 79.37K | 65.35K | 59.31K | 66.48K | 37.30K | 62.61K | 31.66K | 40.37K | 86.07K | 15.70K | 25.10K | 95.33K | 67.72K |
| JPMorgan Chase & Co | 2.79K | 290 | 1.00K | 36.41K | 50 | 15.96K | 16.04K | 12.57K | 10.77K | 4.64K | 10.37K | 10.37K | 10.36K | 10.35K | 8.83K | 8.41K | 8.33K | 58.08K | — | 8.72K |
| Citigroup Inc | 2.10K | 3.19K | 11.44K | 13.68K | 10.81K | 9.03K | 8.23K | 8.63K | 5.89K | 5.39K | 5.14K | 5.14K | 5.14K | 5.14K | — | — | — | — | — | 1.80K |
| Fidelity Management & Research (FMR) | 1 | 1 | 102 | 71 | 72 | 71 | 121 | 100 | 100 | 101 | 130 | 129 | 2.06K | 1.93K | 1.86K | 1.75K | 1.79K | 1.18K | 1.20K | 1.45K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 148 |
| Amundi US | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 30.24K | — |
| Marshall Wace | — | — | — | 14.43K | — | — | 17.06K | — | — | — | — | 12.26K | 13.73K | — | — | — | — | — | 75.88K | — |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 28.32K | — | — | — |
| Fidelity International (FIL) | — | — | — | 160.93K | 113.39K | 113.39K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | — | — | — | 17.00K | — | 12.10K | 32.70K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | 12.68K | 12.85K | 11.11K | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | — | — | 14.78K | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details