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iShares US Industrials ETF

155 hedge funds and large institutions have $382M invested in iShares US Industrials ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $228K

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

1% more funds holding

Funds holding: 153155 (+2)

4% more capital invested

Capital invested by funds: $366M → $382M (+$15.4M)

2.79% less ownership

Funds ownership: 88.18%85.39% (-2.8%)

24% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 45

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
3.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
34
Reduced
45
Closed
21
Calls
$1.06M
Puts
$228K
Net Calls
+$834K
Net Calls Change
-$798K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$80.5M -$6.4M -88,386 -8%
Morgan Stanley
2
Morgan Stanley
New York
$60.5M +$1.36M +18,734 +2%
Wells Fargo
3
Wells Fargo
California
$29.4M -$667K -9,206 -2%
UBS Group
4
UBS Group
Switzerland
$23.4M -$4.14M -57,186 -16%
RJA
5
Raymond James & Associates
Florida
$17.4M +$2.53M +34,938 +18%
LPL Financial
6
LPL Financial
California
$16.7M +$6.37K +88 +0%
FEM
7
Fulcrum Equity Management
Texas
$15.5M +$14.8M +204,436 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.3M -$247K -3,412 -2%
FWCM
9
Ferguson Wellman Capital Management
Oregon
$10.8M -$3.09M -42,630 -23%
NA
10
Navellier & Associates
Nevada
$9.62M +$9.18M +126,746 New
Citigroup
11
Citigroup
New York
$8.59M -$35.9M -495,860 -81%
Ameriprise
12
Ameriprise
Minnesota
$6.25M -$1.08M -14,978 -15%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.79M -$263K -3,636 -5%
BlackRock
14
BlackRock
New York
$4.66M -$421K -5,812 -9%
SCA
15
Stillwater Capital Advisors
Pennsylvania
$4.45M +$121K +1,666 +3%
OWD
16
Osborn Williams & Donohoe
Ohio
$4.05M +$3.79M +52,334 New
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.25M +$84.9K +1,172 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.95M +$20.6K +284 +0.7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.85M +$210K +2,902 +8%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$2.55M -$2.84M -39,214 -54%
BCM
21
Barometer Capital Management
Ontario, Canada
$2.49M +$1.19M +16,400 +100%
AG
22
Advisor Group
Arizona
$2.47M -$700K -9,666 -23%
UCFA
23
United Capital Financial Advisors
Texas
$2.4M -$19.3K -266 -0.8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.01M +$3.04K +42 +0.2%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.98M