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iShares US Industrials ETF
IYJ

Overview Fund Activity

289 hedge funds and large institutions have $662M invested in iShares US Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+35
Holders Change %
+13.78%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
58
Increased
73
Reduced
84
Closed
19
Calls
$549K
Puts
$1.27M
Net Calls
-$720K
Net Calls Change
-$801K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$161M
2
PCH
PGIM Custom Harvest
New Jersey
$16.3M
3
AWM
AE Wealth Management
Kansas
$8.61M
4
Bank of America
Bank of America
North Carolina
$76.8M
5
PRS
Pinkerton Retirement Specialists
Idaho
$4.86M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$0
2
RFM
Royal Fund Management
Florida
$1.88M
3
NA
NewEdge Advisors
Louisiana
$445K
4
Goldman Sachs
Goldman Sachs
New York
$11.3M
5
UCFA
United Capital Financial Advisors
Texas
$552K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
176
LGT Financial Advisors
Texas
$252K +$1.49K +13 +0.6%
MCCA
177
Mill Creek Capital Advisors
Pennsylvania
$252K – – –
Citigroup
178
Citigroup
New York
$251K -$405K -3,540 -62%
CWM
179
Chemistry Wealth Management
New York
$246K – – –
KIA
180
KCM Investment Advisors
California
$244K – – –
MCM
181
MAI Capital Management
Ohio
$243K +$243K +2,127 New
SWP
182
Stratos Wealth Partners
Ohio
$241K +$241K +2,106 New
FMC
183
First Merchants Corp
Indiana
$240K – – –
OC
184
Oppenheimer & Co
New York
$231K -$4.35K -38 -2%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$230K +$230K +2,009 New
VFG
186
V2 Financial group
Illinois
$229K – – –
AAS
187
Avantax Advisory Services
Texas
$227K -$838K -7,332 -79%
CWP
188
CFM Wealth Partners
Texas
$224K +$224K +1,963 New
KAS
189
Kestra Advisory Services
Texas
$219K -$94.1K -823 -30%
Cerity Partners
190
Cerity Partners
New York
$218K +$218K +1,910 New
PNAA
191
Pictet North America Advisors
Switzerland
$216K +$216K +1,891 New
PCIA
192
Prime Capital Investment Advisors
Kansas
$216K +$216K +1,891 New
BAM
193
BTS Asset Management
Massachusetts
$216K -$54.7K -477 -20%
OIA
194
OneDigital Investment Advisors
Kansas
$215K +$215K +1,880 New
GWM
195
Geneos Wealth Management
Colorado
$211K – – –
BIA
196
Biondo Investment Advisors
Pennsylvania
$210K +$210K +1,840 New
MGIA
197
Matthew Goff Investment Advisor
Texas
$209K +$209K +1,828 New
Bank of New York Mellon
198
Bank of New York Mellon
New York
$208K -$516K -4,514 -71%
BRWA
199
B. Riley Wealth Advisors
Florida
$207K +$207K +1,809 New
KPWS
200
Kestra Private Wealth Services
Texas
$206K +$206K +1,802 New
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