iShares US Industrials ETF
IYJ
108 hedge funds and large institutions have $504M invested in iShares US Industrials ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 15 closing their positions.
25% more capital invested
Capital invested by funds: $403M → $504M (+$101M)
17.67% more ownership
Funds ownership: 90.44% → 108.12% (+18%)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0% more funds holding
Funds holding: 108 → 108 (0)
29% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 41
65% less call options, than puts
Call options by funds: $421K | Put options by funds: $1.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$49.2M |
| 2 |
Morgan Stanley
New York
|
+$36.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$15.4M |
| 4 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$14.1M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$16.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.63M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.46M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$3.55M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$2.25M |
IYJ Hedge Fund Activity: Q1 2015 in Review
108 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q1 2015, worth a combined $504M — up 25% from $403M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IYJ positions and 15 closed out — a net gain of 2 holders — while 29 added to existing stakes and 41 trimmed.
The largest buyer was Bank of America, adding an estimated $49.2M. The largest seller was BlackRock Advisors, cutting an estimated $16.4M.
- 108 institutional investors held iShares US Industrials ETF (IYJ) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $504M of iShares US Industrials ETF stock for Q1 2015, up 25% quarter-over-quarter.
- 17 funds opened new iShares US Industrials ETF positions in Q1 2015 and 15 closed out, a net change of +2 holders.
- The largest iShares US Industrials ETF buyer in Q1 2015 was Bank of America, an estimated $49.2M added.
- The largest iShares US Industrials ETF seller in Q1 2015 was BlackRock Advisors, an estimated $16.4M sold.
Based on aggregated 13F filings for Q1 2015.