iShares US Industrials ETF
IYJ
106 hedge funds and large institutions have $394M invested in iShares US Industrials ETF in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 41 reducing their positions, and 24 closing their positions.
0% more funds holding
Funds holding: 106 → 106 (0)
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
25% less call options, than puts
Call options by funds: $342K | Put options by funds: $453K
36.33% less ownership
Funds ownership: 119.75% → 83.41% (-36%)
37% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 41
60% less capital invested
Capital invested by funds: $983M → $394M (-$589M)
86% less funds holding in top 10
Funds holding in top 10: 7 → 1 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$40.8M |
| 2 |
Goldman Sachs
New York
|
+$17.2M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$16.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.84M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$214M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
-$72M |
| 3 |
AssetMark Inc
Concord,
California
|
-$62M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$57.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$52.6M |
IYJ Hedge Fund Activity: Q1 2014 in Review
106 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q1 2014, worth a combined $394M — down 60% from $983M a quarter earlier.
Fund positioning in IYJ was balanced in Q1 2014: 24 funds opened new positions, 24 closed out, 26 added to existing stakes and 41 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $40.8M. The largest seller was Ameriprise, cutting an estimated $214M.
- 106 institutional investors held iShares US Industrials ETF (IYJ) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $394M of iShares US Industrials ETF stock for Q1 2014, down 60% quarter-over-quarter.
- 24 funds opened new iShares US Industrials ETF positions in Q1 2014 and 24 closed out, a net change of 0 holders.
- The largest iShares US Industrials ETF buyer in Q1 2014 was Beaumont Financial Advisors, an estimated $40.8M added.
- The largest iShares US Industrials ETF seller in Q1 2014 was Ameriprise, an estimated $214M sold.
Based on aggregated 13F filings for Q1 2014.