iShares US Industrials ETF
117 hedge funds and large institutions have $732M invested in iShares US Industrials ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 11 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
86% more capital invested
Capital invested by funds: $394M → $732M (+$337M)
18.56% more ownership
Funds ownership: 83.41% → 101.97% (+19%)
18% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 33
10% more funds holding
Funds holding: 106 → 117 (+11)
29% less call options, than puts
Call options by funds: $435K | Put options by funds: $611K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$77.6M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$65.2M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$47.3M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$34.4M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$44.5M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$14.5M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.32M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.96M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.26M |
IYJ Hedge Fund Activity: Q2 2014 in Review
117 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q2 2014, worth a combined $732M — up 86% from $394M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IYJ positions and 11 closed out — a net gain of 11 holders — while 39 added to existing stakes and 33 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $77.6M. The largest seller was Beaumont Financial Advisors, cutting an estimated $44.5M.
- 117 institutional investors held iShares US Industrials ETF (IYJ) as of Q2 2014, up from 106 in Q1 2014.
- Funds reported $732M of iShares US Industrials ETF stock for Q2 2014, up 86% quarter-over-quarter.
- 22 funds opened new iShares US Industrials ETF positions in Q2 2014 and 11 closed out, a net change of +11 holders.
- The largest iShares US Industrials ETF buyer in Q2 2014 was AssetMark Inc, an estimated $77.6M added.
- The largest iShares US Industrials ETF seller in Q2 2014 was Beaumont Financial Advisors, an estimated $44.5M sold.
Based on aggregated 13F filings for Q2 2014.