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iShares US Industrials ETF
IYJ

Overview Fund Activity

300 hedge funds and large institutions have $788M invested in iShares US Industrials ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 80 reducing their positions, and 19 closing their positions.

Holders
300
Holders Change
+11
Holders Change %
+3.81%
% of All Funds
4.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
37
Increased
97
Reduced
80
Closed
19
Calls
$453K
Puts
$1.23M
Net Calls
-$779K
Net Calls Change
-$59K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$28.3M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$20.6M
3
Wells Fargo
3
Wells Fargo
California
$53.8M
4
A
4
Allianz
Germany
$9.58M
5
Bank of America
5
Bank of America
North Carolina
$93.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.93M
3
CI
3
CX Institutional
Indiana
$1.66M
4
CW
4
Connectus Wealth
Ohio
$206K
5
AWM
5
AE Wealth Management
Kansas
$7M
Name Market Value Shares Shares
Change 		Shares
Change %
BWP
51
Balboa Wealth Partners
Arizona
$2.6M 20,694 +8,725 +73%
BCA
52
Bray Capital Advisors
Florida
$2.58M 20,524 – –
SDAM
53
Shulman DeMeo Asset Management
New York
$2.43M 19,348 +38 +0.2%
Creative Planning
54
Creative Planning
Kansas
$2.43M 19,296 +289 +2%
ZIG
55
Zurich Insurance Group
Switzerland
$2.28M 18,232 – –
WA
56
Waverly Advisors
Alabama
$2.27M 18,052 +18,052 New
RFM
57
Royal Fund Management
Florida
$2.2M 17,441 +1,050 +6%
PWM
58
Perigon Wealth Management
California
$2.11M 16,800 +444 +3%
EA
59
Eudaimonia Advisors
Tennessee
$2.08M 16,525 +4,666 +39%
MIA
60
MMBG Investment Advisors
Florida
$1.96M 15,600 – –
NA
61
Navellier & Associates
Nevada
$1.8M 14,329 -199 -1%
SC
62
Scotia Capital
Ontario, Canada
$1.73M 13,750 -801 -6%
SCA
63
Stillwater Capital Advisors
Pennsylvania
$1.71M 13,596 -238 -2%
SCA
64
Snowden Capital Advisors
New York
$1.68M 13,394 -768 -5%
FHC
65
First Heartland Consultants
Missouri
$1.68M 13,353 +13,353 New
CI
66
CX Institutional
Indiana
$1.66M 13,217 -22,358 -63%
IWM
67
IHT Wealth Management
Illinois
$1.63M 12,966 +1,617 +14%
JCFM
68
JBR Co Financial Management
Oklahoma
$1.6M 12,762 -1,292 -9%
HAM
69
Harmony Asset Management
Arizona
$1.6M 12,715 +3,850 +43%
OWA
70
Outlook Wealth Advisors
Texas
$1.56M 12,406 +12,406 New
NF
71
Nikulski Financial
Iowa
$1.54M 12,268 +2,728 +29%
DLCIG
72
D.L. Carlson Investment Group
New Hampshire
$1.51M 11,974 -657 -5%
DC
73
Davenport & Co
Virginia
$1.5M 11,961 +4,138 +53%
WC
74
Waterloo Capital
Texas
$1.49M 11,836 -11,227 -49%
AI
75
Atria Investments
North Carolina
$1.45M 11,569 +11,569 New
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