iShares US Industrials ETF
IYJ
106 hedge funds and large institutions have $983M invested in iShares US Industrials ETF in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 14 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 22
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
15% more capital invested
Capital invested by funds: $858M → $983M (+$125M)
8% more funds holding
Funds holding: 98 → 106 (+8)
1.29% more ownership
Funds ownership: 118.45% → 119.75% (+1.3%)
0% more call options, than puts
Call options by funds: $375K | Put options by funds: $375K
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$43.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$14.2M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$7.09M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$6.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$44.1M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$28.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.2M |
| 4 |
Citigroup
New York
|
-$9.54M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.69M |
IYJ Hedge Fund Activity: Q4 2013 in Review
106 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q4 2013, worth a combined $983M — up 15% from $858M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IYJ positions and 14 closed out — a net gain of 12 holders — while 48 added to existing stakes and 22 trimmed.
The largest buyer was F-Squared Investment Management, adding an estimated $43.8M. The largest seller was Navellier & Associates, cutting an estimated $44.1M.
- 106 institutional investors held iShares US Industrials ETF (IYJ) as of Q4 2013, up from 98 in Q3 2013.
- Funds reported $983M of iShares US Industrials ETF stock for Q4 2013, up 15% quarter-over-quarter.
- 26 funds opened new iShares US Industrials ETF positions in Q4 2013 and 14 closed out, a net change of +12 holders.
- The largest iShares US Industrials ETF buyer in Q4 2013 was F-Squared Investment Management, an estimated $43.8M added.
- The largest iShares US Industrials ETF seller in Q4 2013 was Navellier & Associates, an estimated $44.1M sold.
Based on aggregated 13F filings for Q4 2013.