iShares US Industrials ETF
IYJ
111 hedge funds and large institutions have $425M invested in iShares US Industrials ETF in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
7% more capital invested
Capital invested by funds: $399M → $425M (+$26.2M)
4.75% more ownership
Funds ownership: 91.78% → 96.53% (+4.7%)
5% more funds holding
Funds holding: 106 → 111 (+5)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$14.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.18M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.33M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.27M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$10.9M |
| 2 |
Goldman Sachs
New York
|
-$5.42M |
| 3 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$2.9M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$2.27M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.57M |
IYJ Hedge Fund Activity: Q3 2016 in Review
111 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q3 2016, worth a combined $425M — up 6.6% from $399M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IYJ positions and 8 closed out — a net gain of 7 holders — while 33 added to existing stakes and 32 trimmed.
The largest buyer was UBS Group, adding an estimated $14.5M. The largest seller was AssetMark Inc, cutting an estimated $10.9M.
- 111 institutional investors held iShares US Industrials ETF (IYJ) as of Q3 2016, up from 106 in Q2 2016.
- Funds reported $425M of iShares US Industrials ETF stock for Q3 2016, up 6.6% quarter-over-quarter.
- 15 funds opened new iShares US Industrials ETF positions in Q3 2016 and 8 closed out, a net change of +7 holders.
- The largest iShares US Industrials ETF buyer in Q3 2016 was UBS Group, an estimated $14.5M added.
- The largest iShares US Industrials ETF seller in Q3 2016 was AssetMark Inc, an estimated $10.9M sold.
Based on aggregated 13F filings for Q3 2016.