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iShares US Industrials ETF
IYJ

128 hedge funds and large institutions have $388M invested in iShares US Industrials ETF in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 124 → 128 (+4)

5% more capital invested

Capital invested by funds: $371M → $388M (+$16.8M)

0.35% more ownership

Funds ownership: 78.29% → 78.64% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 40

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
35
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.71M
2
TRCT
Tower Research Capital (TRC)
New York
+$2.76M
3
TSS
Two Sigma Securities
New York
+$2.75M
4
Ameriprise
Ameriprise
Minnesota
+$1.85M
5
LPL Financial
LPL Financial
California
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
NA
Navellier & Associates
Nevada
-$9.28M
2
Morgan Stanley
Morgan Stanley
New York
-$7.18M
3
UBS Group
UBS Group
Switzerland
-$2.03M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.82M
5
NPC
National Planning Corporation
California
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$308K +$140K +2,090 +89%
EFS
77
Essex Financial Services
Connecticut
$307K -$22.6K -338 -7%
SS
78
Sunbelt Securities
Texas
$287K +$277K +4,148 New
NFG
79
Next Financial Group
Texas
$282K -$22.3K -334 -8%
BTS
80
BB&T Securities
Virginia
$279K -$2.01K -30 -0.7%
EDRH
81
Edmond de Rothschild Holding
Switzerland
$270K – – –
GWM
82
Geneos Wealth Management
Colorado
$261K – – –
FAAS
83
First Allied Advisory Services
California
$246K -$184K -2,748 -44%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243K +$234K +3,504 New
BPC
85
Banque Pictet & Cie
Switzerland
$241K – – –
AP
86
Advisors Preferred
Maryland
$228K +$221K +3,298 New
BWA
87
BDO Wealth Advisors
Florida
$225K -$43.5K -650 -17%
BTNA
88
Bremer Trust National Association
Minnesota
$208K +$201K +2,998 New
JMPWA
89
JP Morgan Private Wealth Advisors
California
$206K +$199K +2,976 New
MSAM
90
Moloney Securities Asset Management
Missouri
$201K +$194K +2,904 New
PWAP
91
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$200K +$193K +2,890 New
WT
92
Whittier Trust
California
$190K +$184K +2,750 New
WIM
93
Westside Investment Management
California
$183K +$134 +2 +0.1%
US Bancorp
94
US Bancorp
Minnesota
$166K – – –
CBT
95
Capital Bank & Trust
California
$164K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$103K -$22.9K -342 -19%
PA
97
Parallel Advisors
California
$91K – – –
SFSIG
98
San Francisco Sentry Investment Group
California
$82K – – –
Citigroup
99
Citigroup
New York
$81K -$2.14K -32 -3%
CCM
100
Covington Capital Management
California
$80K +$76.9K +1,150 New
2 3
4
5 6

IYJ Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q3 2017, worth a combined $388M — up 4.5% from $371M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IYJ positions and 13 closed out — a net gain of 5 holders — while 35 added to existing stakes and 40 trimmed.

The largest buyer was Bank of America, adding an estimated $6.71M. The largest seller was Navellier & Associates, exiting entirely with an estimated $9.28M sold.

  • 128 institutional investors held iShares US Industrials ETF (IYJ) as of Q3 2017, up from 124 in Q2 2017.
  • Funds reported $388M of iShares US Industrials ETF stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 18 funds opened new iShares US Industrials ETF positions in Q3 2017 and 13 closed out, a net change of +5 holders.
  • The largest iShares US Industrials ETF buyer in Q3 2017 was Bank of America, an estimated $6.71M added.
  • The largest iShares US Industrials ETF seller in Q3 2017 was Navellier & Associates, an estimated $9.28M sold.

Based on aggregated 13F filings for Q3 2017.