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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
CA
126
Cetera Advisors
Colorado
$368K +$55.2K +550 +19%
CIA
127
Choate Investment Advisors
Massachusetts
$364K
Creative Planning
128
Creative Planning
Kansas
$364K +$17K +169 +5%
BAM
129
Belpointe Asset Management
Nevada
$364K +$42.4K +423 +14%
CAM
130
Cresset Asset Management
Illinois
$364K +$346K +3,445 New
BMD
131
Better Money Decisions
New Mexico
$361K +$342K +3,412 New
AC
132
Abbrea Capital
California
$359K
FEM
133
Fulcrum Equity Management
Texas
$355K -$1.29M -12,881 -79%
CF
134
Centaurus Financial
California
$353K +$188K +1,871 +127%
VA
135
Valmark Advisers
Ohio
$349K +$301 +3 +0.1%
FMC
136
First Merchants Corp
Indiana
$338K
SFG
137
Summit Financial Group
West Virginia
$338K
BWCS
138
Beirne Wealth Consulting Services
Connecticut
$334K
CB
139
Commerce Bank
Missouri
$328K -$14K -140 -4%
M&T Bank
140
M&T Bank
New York
$326K -$213K -2,126 -41%
SIC
141
Samalin Investment Counsel
New York
$326K -$9.43K -94 -3%
PMG
142
ProVise Management Group
Florida
$324K +$7.83K +78 +3%
IAA
143
Independent Advisor Alliance
North Carolina
$317K +$301K +3,000 New
PIMG
144
Patriot Investment Management Group
Tennessee
$310K
CAG
145
Csenge Advisory Group
Florida
$307K +$282K +2,814 New
BWA
146
BDO Wealth Advisors
Florida
$305K -$20.1K -200 -6%
CW
147
CreativeOne Wealth
Kansas
$305K +$53.5K +533 +23%
WT
148
Whittier Trust
California
$297K
HCIA
149
Hochman Cole Investment Advisors
Illinois
$293K
HH
150
Hilltop Holdings
Texas
$291K +$40.1K +400 +17%