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iShares US Industrials ETF

128 hedge funds and large institutions have $388M invested in iShares US Industrials ETF in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 124128 (+4)

5% more capital invested

Capital invested by funds: $371M → $388M (+$16.8M)

0.35% more ownership

Funds ownership: 78.29%78.64% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 40

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
35
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$66.8M -$7.18M -107,318 -10%
Bank of America
2
Bank of America
North Carolina
$66.3M +$6.71M +100,282 +12%
BlackRock
3
BlackRock
New York
$49.9M -$1.14M -17,080 -2%
Wells Fargo
4
Wells Fargo
California
$20.8M -$601K -8,980 -3%
UBS Group
5
UBS Group
Switzerland
$19.5M -$2.03M -30,352 -10%
GC
6
Grimes & Company
Massachusetts
$16.3M +$1.5M +22,498 +11%
LPL Financial
7
LPL Financial
California
$15.1M +$1.65M +24,714 +13%
NEIRG
8
New England Investment & Retirement Group
Massachusetts
$12.4M -$52K -778 -0.4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.28M +$347K +5,192 +4%
Goldman Sachs
10
Goldman Sachs
New York
$6.91M -$567K -8,470 -8%
Ameriprise
11
Ameriprise
Minnesota
$6.28M +$1.85M +27,658 +44%
VSWA
12
Vontobel Swiss Wealth Advisors
Switzerland
$4.74M +$241K +3,608 +5%
RJA
13
Raymond James & Associates
Florida
$4.72M +$780K +11,668 +21%
SC
14
Scotia Capital
Ontario, Canada
$4.64M +$311K +4,644 +7%
BCM
15
Barometer Capital Management
Ontario, Canada
$4.5M +$187K +2,800 +5%
PFS
16
Prospera Financial Services
Texas
$3.95M +$73K +1,092 +2%
TRCT
17
Tower Research Capital (TRC)
New York
$3.85M +$2.76M +41,246 +286%
VF
18
Virtu Financial
New York
$3.64M +$1.59M +23,744 +83%
SCA
19
Stillwater Capital Advisors
Pennsylvania
$3.35M +$46.6K +696 +1%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.11M +$197K +2,940 +7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.07M -$1.82M -27,282 -38%
TSS
22
Two Sigma Securities
New York
$2.84M +$2.75M +41,054 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.82M +$469K +7,018 +21%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.72M -$314K -4,692 -11%
SB
25
Suntrust Banks
Georgia
$2.41M -$23.3K -348 -1%

IYJ Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q3 2017, worth a combined $388M — up 4.5% from $371M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IYJ positions and 13 closed out — a net gain of 5 holders — while 35 added to existing stakes and 40 trimmed.

The largest buyer was Bank of America, adding an estimated $6.71M. The largest seller was Navellier & Associates, exiting entirely with an estimated $9.28M sold.

  • 128 institutional investors held iShares US Industrials ETF (IYJ) as of Q3 2017, up from 124 in Q2 2017.
  • Funds reported $388M of iShares US Industrials ETF stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 18 funds opened new iShares US Industrials ETF positions in Q3 2017 and 13 closed out, a net change of +5 holders.
  • The largest iShares US Industrials ETF buyer in Q3 2017 was Bank of America, an estimated $6.71M added.
  • The largest iShares US Industrials ETF seller in Q3 2017 was Navellier & Associates, an estimated $9.28M sold.

Based on aggregated 13F filings for Q3 2017.