iShares US Industrials ETF
IYJ
89 hedge funds and large institutions have $248M invested in iShares US Industrials ETF in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 22 closing their positions.
0.25% less ownership
Funds ownership: 89.23% → 88.97% (-0.25%)
9% less capital invested
Capital invested by funds: $273M → $248M (-$25.3M)
12% less funds holding
Funds holding: 101 → 89 (-12)
39% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 31
45% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.4M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$8.97M |
| 3 |
UFA
US Financial Advisors
Braintree,
Massachusetts
|
+$2.15M |
| 4 |
VF
Virtu Financial
New York
|
+$1.51M |
| 5 |
Morgan Stanley
New York
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10.9M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$5.96M |
IYJ Hedge Fund Activity: Q1 2016 in Review
89 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q1 2016, worth a combined $248M — down 9.3% from $273M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of IYJ and 12 opened new positions — a net loss of 10 holders — while 31 trimmed existing stakes and 19 added.
The largest buyer was LPL Financial, adding an estimated $14.4M. The largest seller was Bank of America, cutting an estimated $16.5M.
- 89 institutional investors held iShares US Industrials ETF (IYJ) as of Q1 2016, down from 101 in Q4 2015.
- Funds reported $248M of iShares US Industrials ETF stock for Q1 2016, down 9.3% quarter-over-quarter.
- 12 funds opened new iShares US Industrials ETF positions in Q1 2016 and 22 closed out, a net change of -10 holders.
- The largest iShares US Industrials ETF buyer in Q1 2016 was LPL Financial, an estimated $14.4M added.
- The largest iShares US Industrials ETF seller in Q1 2016 was Bank of America, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2016.