Geopolitics Alpha

Homeland Security Acquisition Regulation, Make Personal Protective Equipment in America Act Restrictions on Foreign Acquisition (HSAR Case 2024-003)

Published . Updated .

DHS is issuing a final rule to amend the Homeland Security Acquisition Regulation (HSAR) codifying how DHS complies with the requirements of the Make Personal Protective Equipment (PPE) in America Act. These changes are intended to ensure the sustainment and expansion of domestic manufacturing for certain types of PPE critical to the United States' national response to a public health crisis. — Homeland Security Department

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLV Health Care Select Sector SPDR

    A fund of health-care companies

  • XBI SPDR S&P Biotech

    A fund of biotechnology companies

  • UNH UnitedHealth

    A large health insurer

  • JNJ Johnson & Johnson

    A large health-care company

  • LLY Eli Lilly

    A large drug maker

  • PFE Pfizer

    A large drug maker

  • IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF

    GA selected IEZ as a RELATED security because its canonical security name directly matches this event's themes: equipment. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF

    GA selected FYLD as a RELATED security because its canonical security name directly matches this event's themes: foreign. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLV———————
XBI———————
UNH———————
JNJ———————
LLY———————
PFE———————
IEZ———————
FYLD———————

DHS is issuing a final rule to amend the Homeland Security Acquisition Regulation (HSAR) codifying how DHS complies with the requirements of the Make Personal Protective Equipment (PPE) in America Act. These changes are intended to ensure…

Source: Federal Register

Price since this story was published: Ishares U.S. Oil Equipment & Services Etf (IEZ)

Since the first closing price after “Homeland Security Acquisition Regulation, Make Personal Protective Equipment in America Act Restrictions on Foreign Acquisition (HSAR Case 2024-003),” Ishares U.S. Oil Equipment & Services Etf (IEZ) is -4.43%. The S&P 500 fund (SPY) is -0.89% over the same days, a -3.53% difference versus the market.

IEZ
SPY

Who gains and who loses around Ishares U.S. Oil Equipment & Services Etf (IEZ)

Companies carried with this story

  • IEZ Ishares U.S. Oil Equipment & Services Etf

    For “Homeland Security Acquisition Regulation, Make Personal Protective Equipment in America Act Restrictions on Foreign Acquisition (HSAR Case 2024-003),” Ishares U.S. Oil Equipment & Services Etf (IEZ) is linked, with no stored direction, medium confidence. Reason on file: GA selected IEZ as a RELATED security because its canonical security name directly matches this event's themes: equipment. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FYLD Cambria Foreign Shareholder Yield Etf

    For “Homeland Security Acquisition Regulation, Make Personal Protective Equipment in America Act Restrictions on Foreign Acquisition (HSAR Case 2024-003),” Cambria Foreign Shareholder Yield Etf (FYLD) is linked, with no stored direction, medium confidence. Reason on file: GA selected FYLD as a RELATED security because its canonical security name directly matches this event's themes: foreign. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Ishares U.S. Oil Equipment & Services Etf (IEZ)

Ishares U.S. Oil Equipment & Services Etf (IEZ) is the company in “Homeland Security Acquisition Regulation, Make Personal Protective Equipment in America Act Restrictions on Foreign Acquisition (HSAR Case 2024-003),” the 20 Sep 2026 this story story.

What ties Ishares U.S. Oil Equipment & Services Etf (IEZ) to the headline is this: GA selected IEZ as a RELATED security because its canonical security name directly matches this event's themes: equipment. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Cambria Foreign Shareholder Yield Etf (FYLD): GA selected FYLD as a RELATED security because its canonical security name directly matches this event's themes: foreign. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Ishares U.S. Oil Equipment & Services Etf (IEZ)

FYLD traded between 38.99 and 40.58 across 20 sessions. The latest close on file is 40.18. IEZ traded between 25.75 and 28.18 across 20 sessions. The latest close on file is 26.76.

A simple score for Ishares U.S. Oil Equipment & Services Etf (IEZ)

21 out of 100

“Homeland Security Acquisition Regulation, Make Personal Protective Equipment in America Act Restrictions on Foreign Acquisition (HSAR Case 2024-003)” scores 21 out of 100. The score uses 1 sources, and 2 linked companies.