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iShares US Industrials ETF

106 hedge funds and large institutions have $399M invested in iShares US Industrials ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

61% more capital invested

Capital invested by funds: $248M → $399M (+$151M)

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

19% more funds holding

Funds holding: 89106 (+17)

2.81% more ownership

Funds ownership: 88.97%91.78% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
106
Holders Change
+17
Holders Change %
+19.1%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
31
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
51
NTV Asset Management
West Virginia
$420K +$109 +2 +0%
MBT
52
Monroe Bank & Trust
Michigan
$396K -$1.63K -30 -0.4%
SCG
53
Sonata Capital Group
Washington
$396K
OC
54
Oppenheimer & Co
New York
$352K +$27.2K +502 +9%
CCT
55
Country Club Trust
Missouri
$346K -$186K -3,430 -35%
BWFM
56
Bridgewater Wealth & Financial Management
Maryland
$341K +$977 +18 +0.3%
CAN
57
Cetera Advisor Networks
California
$317K
Bank of New York Mellon
58
Bank of New York Mellon
New York
$306K +$303K +5,586 New
RW
59
Rand Wealth
Maryland
$303K
IA
60
IFP Advisors
Florida
$303K +$299K +5,516 New
CIBC World Market
61
CIBC World Market
Ontario, Canada
$293K +$290K +5,336 New
EFS
62
Essex Financial Services
Connecticut
$262K
NPC
63
National Planning Corporation
California
$261K -$1.7M -31,288 -87%
CWM
64
Concert Wealth Management
California
$257K -$1.63K -30 -0.6%
PAG
65
Private Advisor Group
New Jersey
$256K +$253K +4,664 New
Stifel Financial
66
Stifel Financial
Missouri
$255K +$252K +4,648 New
WCF
67
West Coast Financial
California
$245K +$242K +4,454 New
BTNA
68
Bremer Trust National Association
Minnesota
$230K -$3.8K -70 -2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$226K -$232K -4,278 -51%
BAAM
70
Baker Avenue Asset Management
California
$212K -$104K -1,920 -33%
CA
71
Cetera Advisors
Colorado
$208K -$63K -1,160 -23%
LWM
72
LBA Wealth Management
Florida
$174K -$16.3K -300 -9%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$166K -$153K -2,816 -48%
MFS
74
MSI Financial Services
Massachusetts
$145K -$3.69K -68 -3%
US Bancorp
75
US Bancorp
Minnesota
$135K +$54.3K +1,000 +69%