iShares US Industrials ETF
108 hedge funds and large institutions have $403M 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.
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
2% less funds holding
Funds holding: 110 → 108 (-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%)
62% less capital invested
Capital invested by funds: $1.07B → $403M (-$670M)
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: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$14.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.84M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$3.46M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.33M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$387M |
| 2 |
AssetMark Inc
Concord,
California
|
-$86.6M |
| 3 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
-$79.9M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$61.1M |
| 5 |
PI
Placemark Investments
Chicago,
Illinois
|
-$31M |
IYJ Hedge Fund Activity: Q4 2014 in Review
108 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q4 2014, worth a combined $403M — down 62% from $1.07B 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 $403M of iShares US Industrials ETF stock for Q4 2014, down 62% 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.