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iShares US Industrials ETF
89 hedge funds and large institutions have $248M invested in iShares US Industrials ETF in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.25% less ownership
Funds ownership: 89.23% → 88.97% (-0.25%)
9% less capital invested
Capital invested by funds: $273M → $248M (-$25.3M)
12% less funds holding
Funds holding: 101 → 89 (-12)
39% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 31
45% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 22
Holders
89
Holders Change
-12
Holders Change %
-11.88%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
19
Reduced
31
Closed
22
Calls
$214K
Puts
–
Net Calls
+$214K
Net Calls Change
-$35.7M
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$14.4M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$8.97M |
| 3 |
UFA
US Financial Advisors
Braintree,
Massachusetts
|
+$2.15M |
| 4 |
VF
Virtu Financial
New York
|
+$1.51M |
| 5 |
Morgan Stanley
New York
|
+$1.13M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10.9M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$5.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JGIA
101
Jackson Grant Investment Advisers
Stamford,
Connecticut
| – | -$26K | -510 | Closed |
|
102
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$12 | -226 | Closed |
|
|
SJIM
103
St. Johns Investment Management
Jacksonville,
Florida
| – | -$8K | -160 | Closed |
|
104
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -98 | Closed |
|
|
AIA
105
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$4K | -86 | Closed |
|
|
BCA
106
Bray Capital Advisors
Naples,
Florida
| – | -$3K | -60 | Closed |
|
107
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -28 | Closed |
|
|
EWM
108
Endurance Wealth Management
Providence,
Rhode Island
| – | -$1.19K | -24 | Closed |
|
|
LWA
109
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$1K | -18 | Closed |
|
|
TFA
110
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -2 | Closed |
|