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iShares US Industrials ETF

293 hedge funds and large institutions have $787M invested in iShares US Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

1% more funds holding

Funds holding: 290293 (+3)

2% more capital invested

Capital invested by funds: $774M → $787M (+$13.2M)

0.39% more ownership

Funds ownership: 50.09%50.48% (+0.39%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
293
Holders Change
+3
Holders Change %
+1.03%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
85
Reduced
86
Closed
27
Calls
$3.93M
Puts
Net Calls
+$3.93M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
GGS
201
Galvin Gaustad & Stein
Arizona
$241K
FMC
202
First Merchants Corp
Indiana
$235K
FA
203
Fiduciary Alliance
South Carolina
$232K +$503 +4 +0.2%
BRWA
204
B. Riley Wealth Advisors
Florida
$230K +$5.03K +40 +2%
AF
205
Apollon Financial
South Carolina
$227K
VVP
206
Venture Visionary Partners
Ohio
$227K
AB
207
Atlas Brown
Kentucky
$225K +$503 +4 +0.2%
Empower Advisory Group
208
Empower Advisory Group
Colorado
$225K +$211K +1,680 New
LSA
209
Lion Street Advisors
Texas
$224K
IFG
210
Independent Financial Group
California
$222K -$1.99M -15,822 -91%
MGIA
211
Matthew Goff Investment Advisor
Texas
$220K +$207K +1,646 New
NFG
212
Nations Financial Group
Iowa
$220K +$207K +1,643 New
CCM
213
Coldstream Capital Management
Washington
$219K +$206K +1,642 New
CTC
214
Central Trust Company
Missouri
$219K +$126 +1 +0.1%
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K
SIA
216
Soltis Investment Advisors
Utah
$216K +$203K +1,618 New
KWM
217
Kingsview Wealth Management
Oregon
$214K +$201K +1,598 New
TPWA
218
TRUE Private Wealth Advisors
Oregon
$211K +$198K +1,575 New
PWW
219
Pettyjohn Wood & White
Virginia
$210K +$197K +1,570 New
BFA
220
Beaumont Financial Advisors
Massachusetts
$205K +$193K +1,534 New
GRP
221
Global Retirement Partners
California
$204K
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$201K +$189K +1,504 New
WIM
223
Westside Investment Management
California
$195K
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$183K -$629 -5 -0.4%
AEPWM
225
Atlantic Edge Private Wealth Management
Florida
$179K