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iShares US Industrials ETF

155 hedge funds and large institutions have $289M invested in iShares US Industrials ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.11% more ownership

Funds ownership: 90.17%93.27% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 51

18% less funds holding

Funds holding: 190155 (-35)

36% less capital invested

Capital invested by funds: $449M → $289M (-$159M)

72% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 46

Holders
155
Holders Change
-35
Holders Change %
-18.42%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
45
Reduced
51
Closed
46
Calls
$248K
Puts
Net Calls
+$248K
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
126
Davis Capital Management
Florida
$23K +$28.7K +368 New
GI
127
Gradient Investments
Minnesota
$22K +$19.8K +254 +240%
ASN
128
Advisory Services Network
Georgia
$22K +$27.1K +348 New
AWM
129
Atticus Wealth Management
Florida
$19K
TFGT
130
TS Financial Group (TSFG)
Illinois
$18K -$1.4K -18 -6%
OPS
131
Orion Portfolio Solutions
Nebraska
$18K
CAC
132
Certified Advisory Corp
Florida
$18K +$156 +2 +0.7%
HCM
133
Highlander Capital Management
New Jersey
$17K
CT
134
Caldwell Trust
Florida
$16.8K
CTC
135
Central Trust Company
Missouri
$16K
AA
136
Advisory Alpha
Michigan
$13K
NFG
137
Next Financial Group
Texas
$13K -$91.6K -1,176 -85%
EIP
138
Ellis Investment Partners
Pennsylvania
$13K +$156 +2 +0.9%
DSC
139
Duncker Streett & Co
Missouri
$12K
SFG
140
Sowa Financial Group
Rhode Island
$12K
WFMPM
141
Woodley Farra Manion Portfolio Management
Indiana
$12K +$2.34K +30 +19%
VFA
142
Valeo Financial Advisors
Indiana
$12K +$7.95K +102 +121%
PIP
143
Peachtree Investment Partners
Florida
$11K
PVH
144
Psagot Value Holdings
Israel
$11K
PB
145
Pinnacle Bancorp
Nebraska
$10K -$13.2K -170 -52%
GFPC
146
Global Financial Private Client
Florida
$9.45K
HIA
147
Harbor Investment Advisory
Maryland
$9K
AF
148
Allworth Financial
California
$8K
HFM
149
Hartford Financial Management
Connecticut
$7K
BWM
150
Baystate Wealth Management
Massachusetts
$7K +$156 +2 +2%

IYJ Hedge Fund Activity: Q1 2020 in Review

155 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q1 2020, worth a combined $289M — down 36% from $449M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of IYJ and 13 opened new positions — a net loss of 33 holders — while 51 trimmed existing stakes and 45 added.

The largest buyer was Morgan Stanley, adding an estimated $5.02M. The largest seller was Polianta Ltd, exiting entirely with an estimated $12.1M sold.

  • 155 institutional investors held iShares US Industrials ETF (IYJ) as of Q1 2020, down from 190 in Q4 2019.
  • Funds reported $289M of iShares US Industrials ETF stock for Q1 2020, down 36% quarter-over-quarter.
  • 13 funds opened new iShares US Industrials ETF positions in Q1 2020 and 46 closed out, a net change of -33 holders.
  • The largest iShares US Industrials ETF buyer in Q1 2020 was Morgan Stanley, an estimated $5.02M added.
  • The largest iShares US Industrials ETF seller in Q1 2020 was Polianta Ltd, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2020.