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iShares US Industrials ETF

146 hedge funds and large institutions have $380M invested in iShares US Industrials ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.03% less ownership

Funds ownership: 77.93%73.9% (-4%)

10% less funds holding

Funds holding: 162146 (-16)

19% less capital invested

Capital invested by funds: $467M → $380M (-$86.6M)

45% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 55

60% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
146
Holders Change
-16
Holders Change %
-9.88%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
30
Reduced
55
Closed
25
Calls
$1.21M
Puts
Net Calls
+$1.21M
Net Calls Change
+$1.21M

IYJ Hedge Fund Activity: Q2 2018 in Review

146 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q2 2018, worth a combined $380M — down 19% from $467M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IYJ and 10 opened new positions — a net loss of 15 holders — while 55 trimmed existing stakes and 30 added.

The largest buyer was Raymond James & Associates, adding an estimated $1.57M. The largest seller was New England Investment & Retirement Group, exiting entirely with an estimated $13.1M sold.

  • 146 institutional investors held iShares US Industrials ETF (IYJ) as of Q2 2018, down from 162 in Q1 2018.
  • Funds reported $380M of iShares US Industrials ETF stock for Q2 2018, down 19% quarter-over-quarter.
  • 10 funds opened new iShares US Industrials ETF positions in Q2 2018 and 25 closed out, a net change of -15 holders.
  • The largest iShares US Industrials ETF buyer in Q2 2018 was Raymond James & Associates, an estimated $1.57M added.
  • The largest iShares US Industrials ETF seller in Q2 2018 was New England Investment & Retirement Group, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2018.