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iShares US Industrials ETF

238 hedge funds and large institutions have $811M invested in iShares US Industrials ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

52% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 54

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $671M → $811M (+$141M)

9% more funds holding

Funds holding: 218238 (+20)

1.09% less ownership

Funds ownership: 53.17%52.08% (-1.1%)

Holders
238
Holders Change
+20
Holders Change %
+9.17%
% of All Funds
4.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
38
Increased
82
Reduced
54
Closed
16
Calls
$264K
Puts
Net Calls
+$264K
Net Calls Change
+$264K
Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
226
Lehman & Derafelo Financial Resources
Pennsylvania
$16K +$15.1K +150 New
RWB
227
RMR Wealth Builders
New Jersey
$15K +$100 +1 +0.7%
AF
228
Allworth Financial
California
$13K
BWM
229
Baystate Wealth Management
Massachusetts
$12K
HFM
230
Hartford Financial Management
Connecticut
$12K
BFEC
231
Benjamin F. Edwards & Company
Missouri
$12K +$10.9K +109 New
TF
232
TimeScale Financial
Massachusetts
$12K +$11.6K +116 New
BW
233
Bison Wealth
Georgia
$11K
WTC
234
WhitTier Trust Company
Nevada
$11K
BAMG
235
Brand Asset Management Group
Missouri
$10K
RIM
236
Rockbridge Investment Management
New York
$8K +$1.1K +11 +17%
SWM
237
Spire Wealth Management
Virginia
$4K +$4.21K +42 New
IF
238
Ironwood Financial
Arizona
$3K
AssetMark Inc
239
AssetMark Inc
California
$1K
WIM
240
Westside Investment Management
California
$133
B
241
Barings
North Carolina
-$11.6M -119,386 Closed
FI
242
FormulaFolio Investments
Michigan
-$8.9M -91,677 Closed
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
-$3.43M -35,300 Closed
VAM
244
Verity Asset Management
North Carolina
-$320K -3,300 Closed
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
-$301K -3,098 Closed
ICP
246
Interchange Capital Partners
Pennsylvania
-$250K -2,580 Closed
PPW
247
Parcion Private Wealth
Washington
-$204K -2,102 Closed
FF
248
FourThought Financial
Florida
-$199K -2,050 Closed
TPWA
249
TRUE Private Wealth Advisors
Oregon
-$122K -1,264 Closed
Simplex Trading
250
Simplex Trading
Illinois
-$86K -894 Closed

IYJ Hedge Fund Activity: Q1 2021 in Review

238 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q1 2021, worth a combined $811M — up 21% from $671M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYJ positions and 16 closed out — a net gain of 22 holders — while 82 added to existing stakes and 54 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $21.7M. The largest seller was Barings, exiting entirely with an estimated $11.6M sold.

  • 238 institutional investors held iShares US Industrials ETF (IYJ) as of Q1 2021, up from 218 in Q4 2020.
  • Funds reported $811M of iShares US Industrials ETF stock for Q1 2021, up 21% quarter-over-quarter.
  • 38 funds opened new iShares US Industrials ETF positions in Q1 2021 and 16 closed out, a net change of +22 holders.
  • The largest iShares US Industrials ETF buyer in Q1 2021 was Bank of New York Mellon, an estimated $21.7M added.
  • The largest iShares US Industrials ETF seller in Q1 2021 was Barings, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2021.