iShares US Industrials ETF
IYJ
128 hedge funds and large institutions have $493M invested in iShares US Industrials ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 21 closing their positions.
3% more capital invested
Capital invested by funds: $480M → $493M (+$13.3M)
7% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 44
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
4.32% less ownership
Funds ownership: 96.34% → 92.02% (-4.3%)
4% less funds holding
Funds holding: 134 → 128 (-6)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$53.1M |
| 2 |
BlackRock
New York
|
+$50.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$11.2M |
| 5 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.7M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$12.4M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$12.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.62M |
IYJ Hedge Fund Activity: Q1 2017 in Review
128 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q1 2017, worth a combined $493M — up 2.8% from $480M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IYJ and 19 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 41 added.
The largest buyer was AssetMark Inc, adding an estimated $53.1M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.
- 128 institutional investors held iShares US Industrials ETF (IYJ) as of Q1 2017, down from 134 in Q4 2016.
- Funds reported $493M of iShares US Industrials ETF stock for Q1 2017, up 2.8% quarter-over-quarter.
- 19 funds opened new iShares US Industrials ETF positions in Q1 2017 and 21 closed out, a net change of -2 holders.
- The largest iShares US Industrials ETF buyer in Q1 2017 was AssetMark Inc, an estimated $53.1M added.
- The largest iShares US Industrials ETF seller in Q1 2017 was Morgan Stanley, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2017.