We are live on ! Find out more
IYJ icon

iShares US Industrials ETF

106 hedge funds and large institutions have $399M invested in iShares US Industrials ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

61% more capital invested

Capital invested by funds: $248M → $399M (+$151M)

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

19% more funds holding

Funds holding: 89106 (+17)

2.81% more ownership

Funds ownership: 88.97%91.78% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
106
Holders Change
+17
Holders Change %
+19.1%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
31
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$102M +$101M +1,863,934 New
BA
2
BlackRock Advisors
Delaware
$42.5M
Morgan Stanley
3
Morgan Stanley
New York
$41.9M +$948K +17,470 +2%
Bank of America
4
Bank of America
North Carolina
$33.6M +$3.7M +68,170 +13%
Wells Fargo
5
Wells Fargo
California
$18.5M +$7.22M +133,036 +65%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$17.5M +$17.1M +315,470 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16.9M +$15.7M +289,040 +1,627%
Goldman Sachs
8
Goldman Sachs
New York
$11.6M -$179K -3,296 -2%
UCFA
9
United Capital Financial Advisors
Texas
$10.5M +$9.45M +174,184 +1,087%
UBS Group
10
UBS Group
Switzerland
$8.97M +$182K +3,348 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.65M +$1.6M +29,552 +32%
LPL Financial
12
LPL Financial
California
$6.02M -$20.9M -385,064 -78%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.03M +$2.12M +39,032 +74%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.63M +$3.88M +71,572 +568%
BIM
15
BlackRock Investment Management
Delaware
$4.62M -$881K -16,234 -16%
BFA
16
Beaumont Financial Advisors
Massachusetts
$4.48M +$4.42M +81,468 New
GC
17
Grimes & Company
Massachusetts
$4.16M +$4.11M +75,670 New
Citadel Advisors
18
Citadel Advisors
Florida
$3.53M +$2.03M +37,408 +139%
SCA
19
Stillwater Capital Advisors
Pennsylvania
$3.3M +$41.7K +768 +1%
AG
20
Advisor Group
Arizona
$3.04M +$3.01M +55,452 New
CS
21
Credit Suisse
Switzerland
$2.97M -$12.2M -224,034 -81%
AIM
22
Advantage Investment Management
Iowa
$2.93M +$2.9M +53,356 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.83M +$977K +17,998 +54%
RJA
24
Raymond James & Associates
Florida
$2.62M +$624K +11,496 +32%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2.48M +$2.04M +37,580 +490%