iShares US Industrials ETF
IYJ
134 hedge funds and large institutions have $480M invested in iShares US Industrials ETF in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 9 closing their positions.
278% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 9
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
30% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 33
21% more funds holding
Funds holding: 111 → 134 (+23)
13% more capital invested
Capital invested by funds: $425M → $480M (+$54.4M)
0.18% less ownership
Funds ownership: 96.53% → 96.34% (-0.18%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $217K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$65.5M |
| 2 |
Morgan Stanley
New York
|
+$23M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.77M |
| 4 |
VSWA
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
+$7.72M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$7.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$97.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.08M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$4.37M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.59M |
IYJ Hedge Fund Activity: Q4 2016 in Review
134 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q4 2016, worth a combined $480M — up 13% from $425M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IYJ positions and 9 closed out — a net gain of 25 holders — while 43 added to existing stakes and 33 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $65.5M. The largest seller was AssetMark Inc, cutting an estimated $97.9M.
- 134 institutional investors held iShares US Industrials ETF (IYJ) as of Q4 2016, up from 111 in Q3 2016.
- Funds reported $480M of iShares US Industrials ETF stock for Q4 2016, up 13% quarter-over-quarter.
- 34 funds opened new iShares US Industrials ETF positions in Q4 2016 and 9 closed out, a net change of +25 holders.
- The largest iShares US Industrials ETF buyer in Q4 2016 was Bank of Montreal, an estimated $65.5M added.
- The largest iShares US Industrials ETF seller in Q4 2016 was AssetMark Inc, an estimated $97.9M sold.
Based on aggregated 13F filings for Q4 2016.