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iShares US Industrials ETF

111 hedge funds and large institutions have $425M invested in iShares US Industrials ETF in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $399M → $425M (+$26.2M)

4.75% more ownership

Funds ownership: 91.78%96.53% (+4.7%)

5% more funds holding

Funds holding: 106111 (+5)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
33
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SII Investments
Wisconsin
$441K -$139K -2,442 -24%
NAM
52
NTV Asset Management
West Virginia
$437K +$114 +2 +0%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$419K +$114K +1,998 +37%
SCG
54
Sonata Capital Group
Washington
$412K
OC
55
Oppenheimer & Co
New York
$392K +$25.8K +454 +7%
MBT
56
Monroe Bank & Trust
Michigan
$387K -$15.9K -280 -4%
Stifel Financial
57
Stifel Financial
Missouri
$386K +$120K +2,108 +45%
CCT
58
Country Club Trust
Missouri
$360K
ACN
59
Advisor Consultant Network
Ohio
$360K +$358K +6,300 New
CAN
60
Cetera Advisor Networks
California
$357K +$25.5K +448 +8%
BWFM
61
Bridgewater Wealth & Financial Management
Maryland
$356K +$1.02K +18 +0.3%
IA
62
IFP Advisors
Florida
$336K +$20.5K +360 +7%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$330K +$10.7K +188 +3%
RW
64
Rand Wealth
Maryland
$316K
EFS
65
Essex Financial Services
Connecticut
$273K
VFA
66
Voya Financial Advisors
Connecticut
$254K +$254K +4,468 New
WP
67
WealthSource Partners
California
$253K +$252K +4,426 New
CWM
68
Concert Wealth Management
California
$249K -$17K -300 -6%
CA
69
Cetera Advisors
Colorado
$237K +$23.1K +406 +11%
FA
70
FDx Advisors
Illinois
$229K +$228K +4,008 New
BTNA
71
Bremer Trust National Association
Minnesota
$216K -$22.7K -400 -10%
GS
72
Girard Securities
California
$211K +$209K +3,684 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$210K +$211K +3,708 New
CB
74
Chemical Bank
Michigan
$207K +$206K +3,628 New
LWM
75
LBA Wealth Management
Florida
$204K +$22.7K +400 +13%