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iShares US Industrials ETF

162 hedge funds and large institutions have $467M invested in iShares US Industrials ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

71% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 34

7% more funds holding

Funds holding: 151162 (+11)

6% more capital invested

Capital invested by funds: $440M → $467M (+$27.1M)

3.9% more ownership

Funds ownership: 74.03%77.93% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
58
Reduced
34
Closed
13
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.3M +$875K +11,632 +1%
Bank of America
2
Bank of America
North Carolina
$71.4M -$4.85M -64,448 -6%
Wells Fargo
3
Wells Fargo
California
$27.7M +$1.35M +17,938 +5%
LPL Financial
4
LPL Financial
California
$26M +$3.88M +51,582 +17%
UBS Group
5
UBS Group
Switzerland
$21.7M +$386K +5,132 +2%
GC
6
Grimes & Company
Massachusetts
$20M +$1.61M +21,386 +8%
Goldman Sachs
7
Goldman Sachs
New York
$15.6M +$11.7M +155,254 +260%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$13.6M +$3.17M +42,196 +29%
NEIRG
9
New England Investment & Retirement Group
Massachusetts
$13.1M +$20.6K +274 +0.2%
RJA
10
Raymond James & Associates
Florida
$10.6M +$3.07M +40,830 +39%
NA
11
Navellier & Associates
Nevada
$10M +$7.92M +105,230 +322%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.99M +$47.4K +630 +0.5%
Jane Street
13
Jane Street
New York
$9.65M +$9.8M +130,228 +4,608%
Ameriprise
14
Ameriprise
Minnesota
$8.59M +$924K +12,284 +12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.14M -$52.2K -694 -0.7%
VF
16
Virtu Financial
New York
$6.3M +$6.54M +86,934 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$6.12M +$361K +4,800 +6%
CS
18
Credit Suisse
Switzerland
$5.83M +$2.46M +32,726 +69%
SC
19
Scotia Capital
Ontario, Canada
$4.96M -$244K -3,250 -5%
BlackRock
20
BlackRock
New York
$4.8M +$369K +4,904 +8%
FIM
21
Foresters Investment Management
New York
$4.71M +$4.89M +65,000 New
VSWA
22
Vontobel Swiss Wealth Advisors
Switzerland
$4.4M -$699K -9,294 -13%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4.4M -$66.8K -888 -1%
PFS
24
Prospera Financial Services
Texas
$4.28M +$486K +6,458 +12%
AG
25
Advisor Group
Arizona
$4.21M +$95.5K +1,270 +2%