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iShares US Industrials ETF
IYJ

97 hedge funds and large institutions have $284M invested in iShares US Industrials ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 108 → 97 (-11)

28.42% less ownership

Funds ownership: 108.12% → 79.7% (-28%)

45% less capital invested

Capital invested by funds: $512M → $284M (-$228M)

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

65% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 49

100% less funds holding in top 10

Funds holding in top 10: 4 → 0 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $695K

Holders
97
Holders Change
-11
Holders Change %
-10.19%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
49
Closed
20
Calls
–
Puts
$695K
Net Calls
-$695K
Net Calls Change
+$103K

Top Buyers

1
CS
Credit Suisse
Switzerland
+$3.75M
2
NA
Navellier & Associates
Nevada
+$3.51M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.78M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.26M
5
DWM
Destination Wealth Management
California
+$638K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$43.7M
2
BA
BlackRock Advisors
Delaware
-$34M
3
UCFA
United Capital Financial Advisors
Texas
-$23.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23.1M
5
LPL Financial
LPL Financial
California
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
76
Winfield Associates
Ohio
$38K +$10.9K +200 +38%
AIG
77
American International Group
New York
$37.1K -$2.22M -40,866 -98%
WRM
78
Westport Resources Management
Connecticut
$34K -$5.43K -100 -13%
EWM
79
Evercore Wealth Management
New York
$30K -$15.6K -288 -34%
MAS
80
Madden Advisory Services
Florida
$30K +$31.5K +580 New
CCS
81
Crosspoint Capital Strategies
California
$27K – – –
GAM
82
Gemmer Asset Management
California
$27K – – –
AA
83
AlphaMark Advisors
Kentucky
$26K +$5.43K +100 +25%
BAM
84
Barrett Asset Management
New York
$25K – – –
UFA
85
US Financial Advisors
Massachusetts
$24K – – –
BCFS
86
Butensky & Cohen Financial Security
Florida
$24K +$1.63K +30 +7%
BKA
87
Brick & Kyle Associates
Pennsylvania
$21K -$5.43K -100 -20%
GT
88
Glenmede Trust
Pennsylvania
$21K – – –
FIG
89
Fusion Investment Group
Pennsylvania
$15K +$15.3K +282 New
DSC
90
Duncker Streett & Co
Missouri
$11K – – –
SJIM
91
St. Johns Investment Management
Florida
$8K – – –
IF
92
Ironwood Financial
Arizona
$7K – – –
MCM
93
MV Capital Management
Maryland
$5K – – –
LNWWM
94
Laird Norton Wetherby Wealth Management
California
$5K +$5.54K +102 New
HFM
95
Hartford Financial Management
Connecticut
$5K +$6.08K +112 New
LWA
96
Lowe Wealth Advisors
Maryland
$1K – – –
EWM
97
Endurance Wealth Management
Rhode Island
$1K +$1.3K +24 New
JCM
98
Janney Capital Management
Pennsylvania
– -$14.2M -262,964 Closed
RJFSA
99
Raymond James Financial Services Advisors
Florida
– -$6.65M -123,340 Closed
SS
100
Simplicity Solutions
Minnesota
– -$2.7M -50,058 Closed
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