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iShares US Industrials ETF

151 hedge funds and large institutions have $440M invested in iShares US Industrials ETF in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

86% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 29

18% more funds holding

Funds holding: 128151 (+23)

14% more capital invested

Capital invested by funds: $388M → $440M (+$52.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.62% less ownership

Funds ownership: 78.64%74.03% (-4.6%)

Holders
151
Holders Change
+23
Holders Change %
+17.97%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
54
Reduced
29
Closed
10
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$77.3M +$6.54M +91,622 +10%
Morgan Stanley
2
Morgan Stanley
New York
$74.6M +$3.47M +48,648 +5%
Wells Fargo
3
Wells Fargo
California
$26.8M +$4.52M +63,268 +21%
LPL Financial
4
LPL Financial
California
$22.7M +$6.34M +88,810 +41%
UBS Group
5
UBS Group
Switzerland
$21.7M +$864K +12,096 +4%
GC
6
Grimes & Company
Massachusetts
$18.8M +$1.36M +19,016 +8%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$13.3M +$96.8K +1,356 +0.8%
BTS
8
BB&T Securities
Virginia
$10.8M +$10.2M +142,606 +3,530%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$10.7M +$7.45M +104,292 +256%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.1M +$234K +3,274 +2%
Ameriprise
11
Ameriprise
Minnesota
$7.82M +$1.11M +15,522 +17%
RJA
12
Raymond James & Associates
Florida
$7.72M +$2.62M +36,672 +54%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.3M +$3.91M +54,716 +123%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$5.86M +$4.37M +61,218 +334%
PFA
15
Pinnacle Family Advisors
Missouri
$5.68M +$5.5M +77,020 New
SC
16
Scotia Capital
Ontario, Canada
$5.29M +$342K +4,786 +7%
VSWA
17
Vontobel Swiss Wealth Advisors
Switzerland
$5.04M +$6.71K +94 +0.1%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$4.54M +$4.29M +60,102 +4,039%
BlackRock
19
BlackRock
New York
$4.52M -$47M -659,004 -91%
Goldman Sachs
20
Goldman Sachs
New York
$4.4M -$2.86M -40,052 -40%
BCM
21
Barometer Capital Management
Ontario, Canada
$4.39M -$384K -5,380 -8%
AG
22
Advisor Group
Arizona
$4.18M +$1.67M +23,458 +71%
PFS
23
Prospera Financial Services
Texas
$3.9M -$299K -4,192 -7%
SCA
24
Stillwater Capital Advisors
Pennsylvania
$3.86M +$288K +4,036 +8%
AIM
25
Advantage Investment Management
Iowa
$3.74M +$3.6M +50,430 +17,390%