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iShares US Industrials ETF

293 hedge funds and large institutions have $787M invested in iShares US Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

1% more funds holding

Funds holding: 290293 (+3)

2% more capital invested

Capital invested by funds: $774M → $787M (+$13.2M)

0.39% more ownership

Funds ownership: 50.09%50.48% (+0.39%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
293
Holders Change
+3
Holders Change %
+1.03%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
85
Reduced
86
Closed
27
Calls
$3.93M
Puts
Net Calls
+$3.93M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
Rollins Financial Advisors
New York
$805K -$187K -1,486 -20%
CAM
102
Cresset Asset Management
Illinois
$794K -$2.14M -17,054 -74%
AR
103
Apeiron RIA
Texas
$784K +$517K +4,112 +234%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$772K -$4.53K -36 -0.6%
NAM
105
NTV Asset Management
West Virginia
$743K
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$725K -$202K -1,608 -23%
CWM
107
Congress Wealth Management
Massachusetts
$725K -$7.29K -58 -1%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$722K +$117K +931 +21%
MA
109
Mutual Advisors
Nebraska
$717K +$126 +1 +0%
SFC
110
Swisher Financial Concepts
Ohio
$715K -$90.6K -721 -12%
MWM
111
Meridian Wealth Management
Kentucky
$712K +$670K +5,329 New
COCM
112
Charter Oak Capital Management
New Hampshire
$694K +$21.4K +170 +3%
MWM
113
Modera Wealth Management
New Jersey
$660K +$126 +1 +0%
CBA
114
Coastal Bridge Advisors
Connecticut
$658K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$654K -$46.8K -372 -7%
GT
116
Glenview Trust
Kentucky
$622K
Corient Private Wealth
117
Corient Private Wealth
Florida
$616K -$42.7K -340 -7%
LWM
118
Laidlaw Wealth Management
New York
$610K +$12.8K +102 +2%
OCPWS
119
One Charles Private Wealth Services
Massachusetts
$581K -$44.4K -353 -8%
KNW
120
Kesler Norman & Wride
Utah
$575K +$629 +5 +0.1%
MAG
121
M3 Advisory Group
Massachusetts
$561K -$7.42K -59 -1%
William Blair & Company
122
William Blair & Company
Illinois
$556K -$17.6K -140 -3%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$535K +$417K +3,319 +561%
HTC
124
Haverford Trust Company
Pennsylvania
$533K
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$530K -$63.1K -502 -11%