We are live on ! Find out more
IYJ icon

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
AWA
151
Arkadios Wealth Advisors
Georgia
$289K +$32.7K +326 +14%
MWM
152
Meridian Wealth Management
Kentucky
$287K +$272K +2,713 New
PCM
153
Princeton Capital Management
New Jersey
$283K
CCT
154
Country Club Trust
Missouri
$280K +$266K +2,650 New
PA
155
Parallel Advisors
California
$276K -$4.72K -47 -2%
AWM
156
Apollon Wealth Management
South Carolina
$274K +$260K +2,592 New
FPGK
157
Financial Partners Group (Kansas)
Kansas
$263K +$1.2K +12 +0.5%
SCG
158
Sonata Capital Group
Washington
$254K
MIM
159
Marco Investment Management
Georgia
$249K
TFF
160
The Family Firm
Maryland
$249K
AW
161
ACG Wealth
Georgia
$247K -$12.1K -121 -5%
PNC
162
Park National Corp
Ohio
$246K -$42.6K -425 -15%
RFM
163
Royal Fund Management
Florida
$246K +$1.81K +18 +0.8%
KIA
164
KCM Investment Advisors
California
$236K
PWW
165
Pettyjohn Wood & White
Virginia
$235K
BC
166
Bartlett & Co
Ohio
$233K
BCWM
167
Bartlett & Co Wealth Management
Ohio
$233K
NL
168
NWAM LLC
Washington
$226K +$214K +2,136 New
GWM
169
Geneos Wealth Management
Colorado
$223K -$33.3K -332 -14%
WA
170
WESPAC Advisors
California
$216K -$50.2K -500 -20%
OAM
171
Occidental Asset Management
California
$215K +$204K +2,035 New
MLIC
172
Mandatum Life Insurance Company
Finland
$212K +$201K +2,004 New
RWM
173
Ritholtz Wealth Management
New York
$212K +$201K +2,006 New
VFG
174
V2 Financial group
Illinois
$211K +$201K +2,000 New
JP Morgan Chase
175
JP Morgan Chase
New York
$210K -$1.5K -15 -0.7%