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iShares US Industrials ETF
IYJ

162 hedge funds and large institutions have $421M invested in iShares US Industrials ETF in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $965K | Put options by funds: $380K

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $382M → $421M (+$39.5M)

5% more funds holding

Funds holding: 155 → 162 (+7)

3.57% more ownership

Funds ownership: 85.39% → 88.96% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

Holders
162
Holders Change
+7
Holders Change %
+4.52%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
34
Reduced
40
Closed
16
Calls
$965K
Puts
$380K
Net Calls
+$585K
Net Calls Change
-$249K

Top Buyers

1
HI
HBK Investments
Texas
+$10.4M
2
Bank of America
Bank of America
North Carolina
+$7.33M
3
Citigroup
Citigroup
New York
+$7.22M
4
Goldman Sachs
Goldman Sachs
New York
+$6.88M
5
AWM
AE Wealth Management
Kansas
+$3.99M

Top Sellers

1
FEM
Fulcrum Equity Management
Texas
-$10.9M
2
NA
Navellier & Associates
Nevada
-$6.58M
3
Morgan Stanley
Morgan Stanley
New York
-$2.61M
4
RJA
Raymond James & Associates
Florida
-$1.96M
5
FWCM
Ferguson Wellman Capital Management
Oregon
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
101
Moloney Securities Asset Management
Missouri
$230K – – –
US Bancorp
102
US Bancorp
Minnesota
$228K – – –
TRCT
103
Tower Research Capital (TRC)
New York
$225K +$133K +1,720 +152%
WT
104
Whittier Trust
California
$222K – – –
JMPWA
105
JP Morgan Private Wealth Advisors
California
$216K -$90.1K -1,166 -30%
NA
106
NewEdge Advisors
Louisiana
$216K +$211K +2,724 New
AB
107
Atlas Brown
Kentucky
$211K – – –
JP Morgan Chase
108
JP Morgan Chase
New York
$208K -$52.7K -682 -20%
GAM
109
Griffin Asset Management
New York
$204K +$199K +2,576 New
PWW
110
Pettyjohn Wood & White
Virginia
$203K +$199K +2,570 New
GWM
111
Geneos Wealth Management
Colorado
$190K – – –
BWA
112
BDO Wealth Advisors
Florida
$180K -$9.28K -120 -5%
NFG
113
Next Financial Group
Texas
$141K +$13.8K +178 +11%
CFGS
114
Concourse Financial Group Securities
Alabama
$133K -$1.55K -20 -1%
PA
115
Parallel Advisors
California
$127K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$124K +$6.03K +78 +5%
CBT
117
Capital Bank & Trust
California
$123K – – –
TPWA
118
TRUE Private Wealth Advisors
Oregon
$99K +$97.5K +1,262 New
CCM
119
Covington Capital Management
California
$91K – – –
FRA
120
Front Row Advisors
California
$89K – – –
AA
121
AlphaMark Advisors
Kentucky
$85K +$11.6K +150 +16%
BCA
122
Bray Capital Advisors
Florida
$79K – – –
MWP
123
MYCIO Wealth Partners
Pennsylvania
$67K +$65.2K +844 New
TL
124
TrueWealth LLC
Georgia
$63K – – –
LFASL
125
Lugano Financial Advisors SA (LFA)
Switzerland
$59K – – –
3 4
5
6 7

IYJ Hedge Fund Activity: Q2 2019 in Review

162 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q2 2019, worth a combined $421M — up 10% from $382M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IYJ positions and 16 closed out — a net gain of 10 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was HBK Investments, opening a new position worth an estimated $10.4M. The largest seller was Fulcrum Equity Management, cutting an estimated $10.9M.

  • 162 institutional investors held iShares US Industrials ETF (IYJ) as of Q2 2019, up from 155 in Q1 2019.
  • Funds reported $421M of iShares US Industrials ETF stock for Q2 2019, up 10% quarter-over-quarter.
  • 26 funds opened new iShares US Industrials ETF positions in Q2 2019 and 16 closed out, a net change of +10 holders.
  • The largest iShares US Industrials ETF buyer in Q2 2019 was HBK Investments, an estimated $10.4M added.
  • The largest iShares US Industrials ETF seller in Q2 2019 was Fulcrum Equity Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2019.