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iShares US Industrials ETF

155 hedge funds and large institutions have $382M invested in iShares US Industrials ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $228K

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

1% more funds holding

Funds holding: 153155 (+2)

4% more capital invested

Capital invested by funds: $366M → $382M (+$15.4M)

2.79% less ownership

Funds ownership: 88.18%85.39% (-2.8%)

24% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 45

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
34
Reduced
45
Closed
21
Calls
$1.06M
Puts
$228K
Net Calls
+$834K
Net Calls Change
-$798K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Kovack Advisors
Florida
$324K +$2.61K +36 +0.9%
EDRH
77
Edmond de Rothschild Holding
Switzerland
$314K
VA
78
Valmark Advisers
Ohio
$311K +$434 +6 +0.1%
SI
79
Stephens Inc
Arkansas
$301K -$290 -4 -0.1%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$296K -$391K -5,396 -58%
PNC
81
Park National Corp
Ohio
$292K
WPSG
82
Wealth & Pension Services Group
Georgia
$291K +$145 +2 +0.1%
CB
83
Chemical Bank
Michigan
$291K +$3.62K +50 +1%
TW
84
Transform Wealth
Colorado
$291K +$278K +3,834 New
HWA
85
Heritage Wealth Advisors
Virginia
$288K
Fiera Capital (Canada)
86
Fiera Capital (Canada)
Quebec, Canada
$282K +$269K +3,718 New
HFS
87
HL Financial Services
Kentucky
$278K -$16.5K -228 -6%
VCM
88
Virtue Capital Management
Tennessee
$276K +$263K +3,634 New
RJT
89
Raymond James Trust
Florida
$270K -$2.9K -40 -1%
OC
90
Oppenheimer & Co
New York
$266K -$290 -4 -0.1%
SCG
91
Sonata Capital Group
Washington
$258K
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$255K
JP Morgan Chase
93
JP Morgan Chase
New York
$253K +$11.4K +158 +5%
PWAP
94
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$235K +$224K +3,090 New
PIMG
95
Patriot Investment Management Group
Tennessee
$229K +$219K +3,028 New
MSAM
96
Moloney Securities Asset Management
Missouri
$220K +$210K +2,904 New
US Bancorp
97
US Bancorp
Minnesota
$218K
PAM
98
Palisade Asset Management
Minnesota
$217K +$207K +2,862 New
WT
99
Whittier Trust
California
$213K
AB
100
Atlas Brown
Kentucky
$203K +$193K +2,670 New