iShares US Industrials ETF
IYJ
98 hedge funds and large institutions have $858M invested in iShares US Industrials ETF in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 14 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
229% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 14
55% more capital invested
Capital invested by funds: $553M → $858M (+$305M)
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
21% more funds holding
Funds holding: 81 → 98 (+17)
10.01% more ownership
Funds ownership: 108.44% → 118.45% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.2M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$33M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.9M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$18.6M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.79M |
| 2 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$1.59M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$829K |
| 4 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$647K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$421K |
IYJ Hedge Fund Activity: Q3 2013 in Review
98 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q3 2013, worth a combined $858M — up 55% from $553M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IYJ positions and 7 closed out — a net gain of 18 holders — while 46 added to existing stakes and 14 trimmed.
The largest buyer was Ameriprise, adding an estimated $45.2M. The largest seller was JP Morgan Chase, cutting an estimated $2.79M.
- 98 institutional investors held iShares US Industrials ETF (IYJ) as of Q3 2013, up from 81 in Q2 2013.
- Funds reported $858M of iShares US Industrials ETF stock for Q3 2013, up 55% quarter-over-quarter.
- 25 funds opened new iShares US Industrials ETF positions in Q3 2013 and 7 closed out, a net change of +18 holders.
- The largest iShares US Industrials ETF buyer in Q3 2013 was Ameriprise, an estimated $45.2M added.
- The largest iShares US Industrials ETF seller in Q3 2013 was JP Morgan Chase, an estimated $2.79M sold.
Based on aggregated 13F filings for Q3 2013.