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iShares US Industrials ETF

162 hedge funds and large institutions have $467M invested in iShares US Industrials ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 34

7% more funds holding

Funds holding: 151162 (+11)

6% more capital invested

Capital invested by funds: $440M → $467M (+$27.1M)

3.9% more ownership

Funds ownership: 74.03%77.93% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
58
Reduced
34
Closed
13
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
151
WESPAC Advisors SoCal
California
$14K
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$14K +$7.07K +94 +94%
AF
153
Allworth Financial
California
$9K
AssetMark Inc
154
AssetMark Inc
California
$8K
GI
155
Gradient Investments
Minnesota
$8K
BWM
156
Baystate Wealth Management
Massachusetts
$8K +$8.27K +110 New
WTC
157
WhitTier Trust Company
Nevada
$7K
SWP
158
Strategic Wealth Partners
Ohio
$6K -$150 -2 -2%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$6K +$150 +2 +2%
FMA
160
FNY Managed Accounts
New York
$2K +$2.11K +28 New
TFA
161
Transamerica Financial Advisors
Florida
$1K
BTS
162
BB&T Securities
Virginia
-$10.8M -146,646 Closed
PFA
163
Pinnacle Family Advisors
Missouri
-$5.68M -77,020 Closed
FTS
164
Fifth Third Securities
Ohio
-$1.3M -17,702 Closed
GLA
165
Great Lakes Advisors
Illinois
-$1.12M -15,256 Closed
FPCM
166
Financial Partners Capital Management
New York
-$1.02M -13,830 Closed
SI
167
SII Investments
Wisconsin
-$847K -11,480 Closed
GP
168
Girard Partners
Pennsylvania
-$365K -4,948 Closed
EFS
169
Essex Financial Services
Connecticut
-$290K -3,932 Closed
KM
170
Kalos Management
Georgia
-$280K -3,836 Closed
MLIC
171
Mandatum Life Insurance Company
Finland
-$175K -2,378 Closed
EWM
172
Evercore Wealth Management
New York
-$41K -556 Closed
WA
173
Winfield Associates
Ohio
-$31K -420 Closed
CA
174
Calton & Associates
Florida
-$4K -54 Closed
SEI Investments
175
SEI Investments
Pennsylvania
+$451 +6 New