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iShares US Industrials ETF
310 hedge funds and large institutions have $836M invested in iShares US Industrials ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 71 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
204% more call options, than puts
Call options by funds: $4.79M | Put options by funds: $1.58M
120% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 20
39% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 71
6% more capital invested
Capital invested by funds: $787M → $836M (+$48.9M)
6% more funds holding
Funds holding: 293 → 310 (+17)
1.59% more ownership
Funds ownership: 50.48% → 52.07% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
310
Holders Change
+17
Holders Change %
+5.8%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
99
Reduced
71
Closed
20
Calls
$4.79M
Puts
$1.58M
Net Calls
+$3.22M
Net Calls Change
-$713K
Top Buyers
| 1 |
KA
Kozak & Associates
Highlands Ranch,
Colorado
|
+$14M |
| 2 |
Morgan Stanley
New York
|
+$7.87M |
| 3 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$7.71M |
| 4 |
A
Allianz
Munich,
Germany
|
+$7.41M |
| 5 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$3.79M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.93M |
| 2 |
BlackRock
New York
|
-$3.32M |
| 3 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$3.11M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.18M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TPWA
326
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$211K | -1,575 | Closed |
|
|
GJWM
327
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$70.1K | -524 | Closed |
|
|
RWM
328
Reston Wealth Management
Reston,
Virginia
| – | -$55.3K | -413 | Closed |
|
|
EWP
329
Elevation Wealth Partners
Santa Rosa,
California
| – | -$20.7K | -155 | Closed |
|
|
NS
330
NBC Securities
Birmingham,
Alabama
| – | -$13K | -100 | Closed |
|
331
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$11.4K | -85 | Closed |
|
|
RIA
332
Realta Investment Advisors
Wilmington,
Delaware
| – | -$6.84K | -50 | Closed |
|