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iShares US Industrials ETF

151 hedge funds and large institutions have $440M invested in iShares US Industrials ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

86% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 29

18% more funds holding

Funds holding: 128151 (+23)

14% more capital invested

Capital invested by funds: $388M → $440M (+$52.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.62% less ownership

Funds ownership: 78.64%74.03% (-4.6%)

Holders
151
Holders Change
+23
Holders Change %
+17.97%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
54
Reduced
29
Closed
10
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$464K +$8.85K +124 +2%
Stifel Financial
77
Stifel Financial
Missouri
$463K +$54.8K +768 +14%
CF
78
Centaurus Financial
California
$447K +$433K +6,070 New
JP Morgan Chase
79
JP Morgan Chase
New York
$416K +$85.5K +1,198 +27%
MBT
80
Monroe Bank & Trust
Michigan
$409K -$857 -12 -0.2%
BFG
81
Barber Financial Group
Kansas
$403K +$391K +5,474 New
DC
82
Davenport & Co
Virginia
$379K -$15.8K -222 -4%
PAM
83
Palisade Asset Management
Minnesota
$378K +$366K +5,130 New
RW
84
Rand Wealth
Maryland
$371K -$34.3K -480 -9%
GP
85
Girard Partners
Pennsylvania
$365K -$26.4K -370 -7%
VCM
86
Virtue Capital Management
Tennessee
$345K +$334K +4,680 New
CB
87
Chemical Bank
Michigan
$330K -$1.43K -20 -0.4%
PNC
88
Park National Corp
Ohio
$328K
SS
89
Sunbelt Securities
Texas
$312K +$5.71K +80 +2%
EFS
90
Essex Financial Services
Connecticut
$290K -$35.8K -502 -11%
EDRH
91
Edmond de Rothschild Holding
Switzerland
$287K
GWM
92
Geneos Wealth Management
Colorado
$286K +$7.85K +110 +3%
KM
93
Kalos Management
Georgia
$280K +$274K +3,836 New
SS
94
Simplicity Solutions
Minnesota
$279K +$271K +3,792 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258K
SWP
96
Stratos Wealth Partners
Ohio
$257K +$249K +3,482 New
BWA
97
BDO Wealth Advisors
Florida
$243K +$3.57K +50 +2%
FHC
98
First Heartland Consultants
Missouri
$234K +$227K +3,180 New
VA
99
Valmark Advisers
Ohio
$232K +$224K +3,144 New
SPC
100
Sigma Planning Corp
Michigan
$231K +$224K +3,132 New