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iShares US Industrials ETF
IYJ

128 hedge funds and large institutions have $388M invested in iShares US Industrials ETF in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 124 → 128 (+4)

5% more capital invested

Capital invested by funds: $371M → $388M (+$16.8M)

0.35% more ownership

Funds ownership: 78.29% → 78.64% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 40

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
35
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.71M
2
TRCT
Tower Research Capital (TRC)
New York
+$2.76M
3
TSS
Two Sigma Securities
New York
+$2.75M
4
Ameriprise
Ameriprise
Minnesota
+$1.85M
5
LPL Financial
LPL Financial
California
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
NA
Navellier & Associates
Nevada
-$9.28M
2
Morgan Stanley
Morgan Stanley
New York
-$7.18M
3
UBS Group
UBS Group
Switzerland
-$2.03M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.82M
5
NPC
National Planning Corporation
California
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
101
Glenmede Trust
Pennsylvania
$75K – – –
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$57K – – –
HDIM
103
Hanson & Doremus Investment Management
Vermont
$54K -$19.4K -290 -27%
AA
104
AlphaMark Advisors
Kentucky
$53K +$3.34K +50 +7%
WAM
105
Watermark Asset Management
California
$45K – – –
EWM
106
Evercore Wealth Management
New York
$39K – – –
GAM
107
Gemmer Asset Management
California
$36K – – –
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$35.3K -$48.4K -724 -59%
MCM
109
MV Capital Management
Maryland
$34K – – –
IWM
110
IHT Wealth Management
Illinois
$33K -$485K -7,256 -94%
SBL
111
Sargent Bickham Lagudis
Colorado
$33K – – –
WA
112
Winfield Associates
Ohio
$29K – – –
BAM
113
Barrett Asset Management
New York
$28K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
FHA
115
First Horizon Advisors
Tennessee
$24K +$22.7K +340 New
PMFA
116
Plante Moran Financial Advisors
Michigan
$21K +$20.1K +300 New
AIM
117
Advantage Investment Management
Iowa
$20K -$380K -5,680 -95%
BGC
118
Blue Granite Capital
South Carolina
$17K – – –
DSC
119
Duncker Streett & Co
Missouri
$14K – – –
GRP
120
Global Retirement Partners
California
$14K – – –
WAS
121
WESPAC Advisors SoCal
California
$13K – – –
BCA
122
Bray Capital Advisors
Florida
$11K – – –
AF
123
Allworth Financial
California
$9K – – –
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$7K – – –
WTC
125
WhitTier Trust Company
Nevada
$7K – – –
2 3 4
5
6

IYJ Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q3 2017, worth a combined $388M — up 4.5% from $371M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IYJ positions and 13 closed out — a net gain of 5 holders — while 35 added to existing stakes and 40 trimmed.

The largest buyer was Bank of America, adding an estimated $6.71M. The largest seller was Navellier & Associates, exiting entirely with an estimated $9.28M sold.

  • 128 institutional investors held iShares US Industrials ETF (IYJ) as of Q3 2017, up from 124 in Q2 2017.
  • Funds reported $388M of iShares US Industrials ETF stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 18 funds opened new iShares US Industrials ETF positions in Q3 2017 and 13 closed out, a net change of +5 holders.
  • The largest iShares US Industrials ETF buyer in Q3 2017 was Bank of America, an estimated $6.71M added.
  • The largest iShares US Industrials ETF seller in Q3 2017 was Navellier & Associates, an estimated $9.28M sold.

Based on aggregated 13F filings for Q3 2017.