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iShares US Industrials ETF

108 hedge funds and large institutions have $412M invested in iShares US Industrials ETF in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

2% less funds holding

Funds holding: 110108 (-2)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

44.15% less ownership

Funds ownership: 134.6%90.44% (-44%)

65% less capital invested

Capital invested by funds: $1.16B → $412M (-$748M)

81% less call options, than puts

Call options by funds: $341K | Put options by funds: $1.82M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
28
Reduced
36
Closed
25
Calls
$341K
Puts
$1.82M
Net Calls
-$1.48M
Net Calls Change
-$855K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
BlackRock Advisors
Delaware
$93.6M +$14.5M +279,702 +19%
Bank of America
2
Bank of America
North Carolina
$43.6M +$8.84M +170,144 +26%
Morgan Stanley
3
Morgan Stanley
New York
$39.3M +$1.29M +24,900 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$28.4M -$6.8M -130,796 -20%
UCFA
5
United Capital Financial Advisors
Texas
$25.6M -$498K -9,574 -2%
Wells Fargo
6
Wells Fargo
California
$25.1M -$9.32M -179,236 -28%
BIM
7
BlackRock Investment Management
Delaware
$17.2M -$658K -12,664 -4%
Goldman Sachs
8
Goldman Sachs
New York
$13.5M -$758K -14,584 -5%
UBS Group
9
UBS Group
Switzerland
$12.4M +$12.1M +232,468 New
LPL Financial
10
LPL Financial
California
$11.1M -$906K -17,436 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.8M +$1.95M +37,424 +23%
BTS
12
BB&T Securities
Virginia
$10.3M -$8.98M -172,796 -90%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.72M +$1.08M +20,856 +20%
SFI
14
SPC Financial Inc
Maryland
$6.68M +$1.07M +20,524 +20%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$5.01M +$833K +16,020 +21%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.2M +$860K +16,556 +27%
SCA
17
Stillwater Capital Advisors
Pennsylvania
$4.19M +$1.41M +27,186 +53%
BAAM
18
Baker Avenue Asset Management
California
$3.55M +$3.46M +66,646 New
SG Americas Securities
19
SG Americas Securities
New York
$3.08M +$1.58M +30,400 +111%
Mariner
20
Mariner
Kansas
$2.81M +$466K +8,968 +20%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.57M -$954K -18,356 -28%
SI
22
Stephens Inc
Arkansas
$2.52M +$256K +4,922 +12%
Ameriprise
23
Ameriprise
Minnesota
$2.5M -$387M -7,440,570 -99%
CS
24
Credit Suisse
Switzerland
$2.39M +$2.33M +44,892 New
DWM
25
Destination Wealth Management
California
$2.29M +$42K +808 +2%

IYJ Hedge Fund Activity: Q4 2014 in Review

108 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q4 2014, worth a combined $412M — down 65% from $1.16B a quarter earlier.

Fund positioning in IYJ was balanced in Q4 2014: 25 funds opened new positions, 25 closed out, 28 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $14.5M. The largest seller was Ameriprise, cutting an estimated $387M.

  • 108 institutional investors held iShares US Industrials ETF (IYJ) as of Q4 2014, down from 110 in Q3 2014.
  • Funds reported $412M of iShares US Industrials ETF stock for Q4 2014, down 65% quarter-over-quarter.
  • 25 funds opened new iShares US Industrials ETF positions in Q4 2014 and 25 closed out, a net change of 0 holders.
  • The largest iShares US Industrials ETF buyer in Q4 2014 was BlackRock Advisors, an estimated $14.5M added.
  • The largest iShares US Industrials ETF seller in Q4 2014 was Ameriprise, an estimated $387M sold.

Based on aggregated 13F filings for Q4 2014.