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iShares US Industrials ETF

98 hedge funds and large institutions have $946M 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.

New
Increased
Maintained
Reduced
Closed

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

74% more capital invested

Capital invested by funds: $545M → $946M (+$401M)

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

21% more funds holding

Funds holding: 8198 (+17)

10.01% more ownership

Funds ownership: 108.44%118.45% (+10%)

Holders
98
Holders Change
+17
Holders Change %
+20.99%
% of All Funds
3.18%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
25
Increased
46
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$161M +$45.2M +1,024,062 +40%
BTS
2
BB&T Securities
Virginia
$97.8M +$889K +20,148 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$87.9M +$20.9M +474,440 +32%
BFA
4
Beaumont Financial Advisors
Massachusetts
$65M +$18.6M +422,666 +42%
UCFA
5
United Capital Financial Advisors
Texas
$52.9M +$5.67M +128,618 +12%
NA
6
Navellier & Associates
Nevada
$43.7M +$33M +747,194 +344%
AssetMark Inc
7
AssetMark Inc
California
$41.9M +$40.8M +925,124 New
PI
8
Placemark Investments
Illinois
$39.9M +$11.8M +268,478 +44%
Morgan Stanley
9
Morgan Stanley
New York
$37.2M +$811K +18,390 +2%
TFA
10
Transamerica Financial Advisors
Florida
$26.3M +$6.92M +156,848 +37%
Bank of America
11
Bank of America
North Carolina
$25.1M +$4.55M +103,092 +23%
Wells Fargo
12
Wells Fargo
California
$24.6M +$7.5M +170,064 +45%
FSIM
13
F-Squared Investment Management
Massachusetts
$22.8M +$1.59M +36,108 +8%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$18.9M +$7.16M +162,256 +63%
LPL Financial
15
LPL Financial
California
$14.5M +$10.4M +236,418 +297%
AI
16
Atria Investments
North Carolina
$14.2M +$1.43M +32,436 +12%
SAM
17
Shamrock Asset Management
Texas
$12.5M -$1.59M -36,070 -12%
PFS
18
Prospera Financial Services
Texas
$9.73M +$1.18M +26,796 +14%
HP
19
HT Partners
Connecticut
$9.53M +$2.91M +65,900 +46%
Citigroup
20
Citigroup
New York
$9.14M +$8.84M +200,420 +12,914%
U
21
UBS
Switzerland
$8.71M +$585K +13,254 +7%
BCI
22
Brinker Capital Investments
Pennsylvania
$8.33M +$882K +20,000 +12%
QA
23
Quantitative Advantage
Minnesota
$8.26M +$8.05M +182,444 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8.05M +$1.61M +36,588 +26%
TRCT
25
Tower Research Capital (TRC)
New York
$5.69M +$5.55M +125,810 New