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iShares US Industrials ETF

238 hedge funds and large institutions have $811M invested in iShares US Industrials ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

52% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 54

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $671M → $811M (+$141M)

9% more funds holding

Funds holding: 218238 (+20)

1.09% less ownership

Funds ownership: 53.17%52.08% (-1.1%)

Holders
238
Holders Change
+20
Holders Change %
+9.17%
% of All Funds
4.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
38
Increased
82
Reduced
54
Closed
16
Calls
$264K
Puts
Net Calls
+$264K
Net Calls Change
+$264K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
76
Teamwork Financial Advisors
Texas
$1M -$307K -3,061 -24%
NF
77
Nikulski Financial
Iowa
$988K -$213K -2,126 -19%
FFM
78
Fullerton Fund Management
Singapore
$921K -$4.81M -47,900 -85%
FC
79
Ferris Capital
Massachusetts
$906K
PD
80
Planning Directions
Pennsylvania
$895K +$61.9K +617 +8%
VC
81
Veracity Capital
Georgia
$890K +$844K +8,416 New
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$881K -$11K -110 -1%
AHC
83
Adell Harriman & Carpenter
Texas
$876K -$20.1K -200 -2%
SFS
84
Sowell Financial Services
Arkansas
$873K +$23.4K +233 +3%
VCM
85
Virtue Capital Management
Tennessee
$855K +$811K +8,087 New
DFG
86
Demars Financial Group
Washington
$842K -$10.4K -104 -1%
CFA
87
Carroll Financial Associates
North Carolina
$840K +$127K +1,268 +19%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$812K -$30.1K -300 -4%
CG
89
Colony Group
Massachusetts
$801K +$143K +1,430 +23%
IA
90
IFG Advisory
Georgia
$749K +$11.5K +115 +2%
BWM
91
BigSur Wealth Management
Florida
$723K
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$722K +$407K +4,058 +146%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$718K
CBA
94
Coastal Bridge Advisors
Connecticut
$707K
KAS
95
Kestra Advisory Services
Texas
$695K -$1.1M -10,928 -62%
NAM
96
NTV Asset Management
West Virginia
$685K
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$656K +$520K +5,180 +502%
SPIA
98
Steward Partners Investment Advisory
New York
$625K -$1.92M -19,095 -76%
COCM
99
Charter Oak Capital Management
New Hampshire
$605K +$23.8K +237 +4%
CQS
100
Credential Qtrade Securities
$604K +$185K +1,840 +48%