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iShares US Industrials ETF
101 hedge funds and large institutions have $273M invested in iShares US Industrials ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
34% more capital invested
Capital invested by funds: $204M → $273M (+$69.6M)
14.62% more ownership
Funds ownership: 74.6% → 89.23% (+15%)
11% more funds holding
Funds holding: 91 → 101 (+10)
27% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 33
Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
24
Reduced
33
Closed
11
Calls
$35.9M
Puts
–
Net Calls
+$35.9M
Net Calls Change
+$35.9M
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.5M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$11.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.58M |
| 5 |
Morgan Stanley
New York
|
+$6.83M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JMPWA
101
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$1.82M | -37,740 | Closed |
|
|
SI
102
SII Investments
Appleton,
Wisconsin
| – | -$412K | -8,516 | Closed |
|
103
SG Americas Securities
New York
| – | -$287K | -5,960 | Closed |
|
104
Mariner
Overland Park,
Kansas
| – | -$217K | -4,492 | Closed |
|
|
RIA
105
Regal Investment Advisors
Kentwood,
Michigan
| – | -$61K | -1,268 | Closed |
|
106
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$37K | -770 | Closed |
|
|
MAS
107
Madden Advisory Services
Jacksonville,
Florida
| – | -$27K | -580 | Closed |
|
108
Creative Planning
Overland Park,
Kansas
| – | -$16K | -328 | Closed |
|
|
FIG
109
Fusion Investment Group
Pittsburgh,
Pennsylvania
| – | -$14K | -282 | Closed |
|
|
CK
110
Carnick & Kubik
Colorado Springs,
Colorado
| – | -$3.09K | -64 | Closed |
|
|
BCM
111
Brookstone Capital Management
Wheaton,
Illinois
| – | -$2K | -32 | Closed |
|
112
BlackRock
New York
| – | +$312 | +6 | New |
|