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iShares US Industrials ETF

238 hedge funds and large institutions have $811M invested in iShares US Industrials ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

52% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 54

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $671M → $811M (+$141M)

9% more funds holding

Funds holding: 218238 (+20)

1.09% less ownership

Funds ownership: 53.17%52.08% (-1.1%)

Holders
238
Holders Change
+20
Holders Change %
+9.17%
% of All Funds
4.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
38
Increased
82
Reduced
54
Closed
16
Calls
$264K
Puts
Net Calls
+$264K
Net Calls Change
+$264K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$119M +$9.08M +90,456 +9%
Bank of America
2
Bank of America
North Carolina
$104M -$4.67M -46,565 -5%
Wells Fargo
3
Wells Fargo
California
$64.4M +$10.5M +104,965 +21%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$54.7M -$67.5K -673 -0.1%
UBS Group
5
UBS Group
Switzerland
$38.6M +$3.67M +36,535 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$34.9M +$5.01M +49,932 +18%
LPL Financial
7
LPL Financial
California
$29.1M +$8.2M +81,751 +42%
Ameriprise
8
Ameriprise
Minnesota
$25.3M +$7.34M +73,160 +44%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$23.1M +$21.7M +216,534 +9,641%
NEIRG
10
New England Investment & Retirement Group
Massachusetts
$18.6M +$790K +7,871 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.9M +$3.35M +33,374 +31%
RJA
12
Raymond James & Associates
Florida
$13.3M +$1.13M +11,225 +10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$11.6M +$4.12M +41,021 +60%
BCM
14
Brookstone Capital Management
Illinois
$11.1M +$2.31M +23,053 +28%
MML Investors Services
15
MML Investors Services
Massachusetts
$10.9M +$817K +8,138 +9%
EH
16
Equitable Holdings
New York
$10.9M -$65.6K -654 -0.6%
Stifel Financial
17
Stifel Financial
Missouri
$9.98M +$2.72M +27,121 +40%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.51M +$2.66M +26,534 +42%
MWM
19
MinichMacGregor Wealth Management
New York
$7.55M -$169K -1,688 -2%
FWCM
20
Ferguson Wellman Capital Management
Oregon
$7.31M -$1.77M -17,632 -20%
KNW
21
Kesler Norman & Wride
Utah
$7.11M -$43.6K -435 -0.6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$6.94M +$5.26M +52,398 +396%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$6.32M +$5.64M +56,249 +1,597%
Goldman Sachs
24
Goldman Sachs
New York
$5.56M -$851K -8,478 -14%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.78M +$297K +2,963 +7%