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iShares US Industrials ETF
IYJ

Overview Fund Activity

306 hedge funds and large institutions have $835M invested in iShares US Industrials ETF in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+15
Holders Change %
+5.15%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
42
Increased
98
Reduced
71
Closed
20
Calls
$4.79M
Puts
$1.58M
Net Calls
+$3.22M
Net Calls Change
-$713K

Top Buyers

1
KA
1
Kozak & Associates
Colorado
$13.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$122M
3
RFM
3
Royal Fund Management
Florida
$8.57M
4
A
4
Allianz
Germany
$7.2M
5
PCH
5
PGIM Custom Harvest
New Jersey
$31.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.45M
2
BlackRock
2
BlackRock
New York
$1.48M
3
KWA
3
Kingswood Wealth Advisors
California
$544K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$19.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
126
Glenview Trust
Kentucky
$622K – – –
IA
127
IFG Advisory
Georgia
$606K +$606K +4,540 New
LWM
128
Laidlaw Wealth Management
New York
$604K -$5.07K -38 -0.8%
BIA
129
Biondo Investment Advisors
Pennsylvania
$585K +$87.5K +655 +18%
OCPWS
130
One Charles Private Wealth Services
Massachusetts
$578K -$2K -15 -0.3%
US Bancorp
131
US Bancorp
Minnesota
$574K +$291K +2,181 +103%
William Blair & Company
132
William Blair & Company
Illinois
$569K +$13.6K +102 +2%
DQRIM
133
Dale Q Rice Investment Management
Washington
$551K +$551K +4,130 New
MAG
134
M3 Advisory Group
Massachusetts
$546K -$14K -105 -3%
KWA
135
Kingswood Wealth Advisors
California
$544K -$3.02M -22,593 -85%
CRWM
136
Castle Rock Wealth Management
California
$534K -$16.7K -120 -3%
HTC
137
Haverford Trust Company
Pennsylvania
$532K – – –
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$530K – – –
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$522K – – –
SFPG
140
Stonebridge Financial Planning Group
Florida
$507K +$134 +1 +0%
NFW
141
Noble Family Wealth
Florida
$481K – – –
BMD
142
Better Money Decisions
New Mexico
$468K +$1.34K +10 +0.3%
TA
143
TPG Advisors
Illinois
$467K – – –
Northern Trust
144
Northern Trust
Illinois
$467K -$11.5K -86 -2%
SIA
145
SkyView Investment Advisors
New Jersey
$459K +$459K +3,436 New
CW
146
CreativeOne Wealth
Kansas
$450K +$2.27K +17 +0.5%
WMP
147
Wealth Management Partners
Arizona
$443K -$11.9K -89 -3%
OAS
148
Optivise Advisory Services
Tennessee
$429K – – –
AWA
149
Arkadios Wealth Advisors
Georgia
$428K +$43.9K +329 +11%
BHBT
150
Burke & Herbert Bank & Trust
Virginia
$427K – – –
4 5
6
7 8