iShares US Industrials ETF
IYJ
101 hedge funds and large institutions have $273M invested in iShares US Industrials ETF in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
34% more capital invested
Capital invested by funds: $204M → $273M (+$69.6M)
14.62% more ownership
Funds ownership: 74.6% → 89.23% (+15%)
11% more funds holding
Funds holding: 91 → 101 (+10)
27% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.5M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$11.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.58M |
| 5 |
Morgan Stanley
New York
|
+$6.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.18M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.82M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.38M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$992K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$562K |
IYJ Hedge Fund Activity: Q4 2015 in Review
101 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q4 2015, worth a combined $273M — up 34% from $204M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IYJ positions and 11 closed out — a net gain of 11 holders — while 24 added to existing stakes and 33 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $11.5M. The largest seller was Susquehanna International Group, cutting an estimated $3.18M.
- 101 institutional investors held iShares US Industrials ETF (IYJ) as of Q4 2015, up from 91 in Q3 2015.
- Funds reported $273M of iShares US Industrials ETF stock for Q4 2015, up 34% quarter-over-quarter.
- 22 funds opened new iShares US Industrials ETF positions in Q4 2015 and 11 closed out, a net change of +11 holders.
- The largest iShares US Industrials ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $11.5M added.
- The largest iShares US Industrials ETF seller in Q4 2015 was Susquehanna International Group, an estimated $3.18M sold.
Based on aggregated 13F filings for Q4 2015.