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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
US Bancorp
101
US Bancorp
Minnesota
$598K +$319K +3,181 +128%
SFPG
102
Stonebridge Financial Planning Group
Florida
$597K
MA
103
Mutual Advisors
Nebraska
$596K -$3.51K -35 -0.6%
JWCA
104
J.W. Cole Advisors
Florida
$582K -$179K -1,779 -24%
Bank Julius Baer & Co
105
Bank Julius Baer & Co
Switzerland
$570K +$7.63K +76 +1%
B
106
Bailard
California
$561K
IFG
107
Independent Financial Group
California
$558K +$309K +3,083 +141%
OPWM
108
Oxinas Partners Wealth Management
Indiana
$542K -$27.8K -277 -5%
APA
109
American Portfolios Advisors
New York
$525K +$429K +4,275 +620%
CAN
110
Cetera Advisor Networks
California
$510K +$13K +130 +3%
CA
111
Clearstead Advisors
Ohio
$507K
FCFC
112
First Commonwealth Financial Corp
Pennsylvania
$507K
PFM
113
Parsec Financial Management
North Carolina
$499K
RJT
114
Raymond James Trust
Florida
$476K
JIC
115
Johnson Investment Counsel
Ohio
$446K -$12K -120 -3%
CWM
116
Chesapeake Wealth Management
Virginia
$429K +$2.01K +20 +0.5%
CA
117
Calton & Associates
Florida
$418K -$409K -4,076 -51%
EDRH
118
Edmond de Rothschild Holding
Switzerland
$412K
LNC
119
Lincoln National Corp
Pennsylvania
$412K +$391K +3,892 New
OC
120
Oppenheimer & Co
New York
$397K +$106K +1,058 +39%
TNB
121
TCF National Bank
South Dakota
$392K +$40.1K +400 +12%
SC
122
Sierra Capital
Florida
$391K +$371K +3,700 New
CRWM
123
Castle Rock Wealth Management
California
$381K
William Blair & Company
124
William Blair & Company
Illinois
$374K -$119K -1,187 -25%
WMP
125
Wealth Management Partners
Arizona
$371K -$25.2K -251 -7%