iShares US Industrials ETF
110 hedge funds and large institutions have $1.07B invested in iShares US Industrials ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 19 closing their positions.
47% more capital invested
Capital invested by funds: $732M → $1.07B (+$341M)
32.63% more ownership
Funds ownership: 101.97% → 134.6% (+33%)
11% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 37
6% less funds holding
Funds holding: 117 → 110 (-7)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $627K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$381M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$75.8M |
| 3 |
Citigroup
New York
|
+$20.5M |
| 4 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$15.4M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$40.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.3M |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$15.6M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$11.1M |
| 5 |
SG Americas Securities
New York
|
-$10.6M |
IYJ Hedge Fund Activity: Q3 2014 in Review
110 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q3 2014, worth a combined $1.07B — up 47% from $732M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IYJ and 12 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 41 added.
The largest buyer was Ameriprise, adding an estimated $381M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $40.7M sold.
- 110 institutional investors held iShares US Industrials ETF (IYJ) as of Q3 2014, down from 117 in Q2 2014.
- Funds reported $1.07B of iShares US Industrials ETF stock for Q3 2014, up 47% quarter-over-quarter.
- 12 funds opened new iShares US Industrials ETF positions in Q3 2014 and 19 closed out, a net change of -7 holders.
- The largest iShares US Industrials ETF buyer in Q3 2014 was Ameriprise, an estimated $381M added.
- The largest iShares US Industrials ETF seller in Q3 2014 was Beaumont Financial Advisors, an estimated $40.7M sold.
Based on aggregated 13F filings for Q3 2014.