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iShares US Industrials ETF

263 hedge funds and large institutions have $955M invested in iShares US Industrials ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

72% more call options, than puts

Call options by funds: $349K | Put options by funds: $203K

24% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 70

11% more capital invested

Capital invested by funds: $860M → $955M (+$95.2M)

11% more funds holding

Funds holding: 238263 (+25)

0.49% more ownership

Funds ownership: 53.64%54.13% (+0.49%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
263
Holders Change
+25
Holders Change %
+10.5%
% of All Funds
4.05%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
45
Increased
87
Reduced
70
Closed
16
Calls
$349K
Puts
$203K
Net Calls
+$146K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$145M -$10.9M -98,361 -7%
Morgan Stanley
2
Morgan Stanley
New York
$125M +$2.02M +18,208 +2%
Prudential Financial
3
Prudential Financial
New Jersey
$114M +$112M +1,010,313 +22,956%
Wells Fargo
4
Wells Fargo
California
$65.8M -$290K -2,619 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$43.3M +$7.01M +63,167 +20%
LPL Financial
6
LPL Financial
California
$39.2M +$1.48M +13,382 +4%
UBS Group
7
UBS Group
Switzerland
$38.1M +$1.64M +14,773 +5%
Ameriprise
8
Ameriprise
Minnesota
$29.3M -$801K -7,223 -3%
NWM
9
NEIRG Wealth Management
Massachusetts
$19.9M +$19.5M +176,197 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$15.8M -$1.33M -11,949 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.4M -$953K -8,597 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.2M +$40.8K +368 +0.3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$11.7M +$6.06M +54,652 +111%
MWM
14
MinichMacGregor Wealth Management
New York
$11.6M +$810K +7,301 +8%
RJA
15
Raymond James & Associates
Florida
$11.2M -$412K -3,712 -4%
Stifel Financial
16
Stifel Financial
Missouri
$8.62M -$1.32M -11,882 -13%
MML Investors Services
17
MML Investors Services
Massachusetts
$8.52M -$5.78M -52,096 -41%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$8.44M -$257K -2,318 -3%
PFS
19
Prospera Financial Services
Texas
$8.19M -$2.77K -25 -0%
KNW
20
Kesler Norman & Wride
Utah
$7.4M +$342K +3,086 +5%
FWCM
21
Ferguson Wellman Capital Management
Oregon
$6.89M -$691K -6,230 -9%
NA
22
NewEdge Advisors
Louisiana
$6.17M +$695K +6,265 +13%
EH
23
Equitable Holdings
New York
$5.88M -$6.02M -54,281 -51%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$5.83M -$48.7M -439,116 -89%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.52M +$531K +4,785 +11%

IYJ Hedge Fund Activity: Q4 2021 in Review

263 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q4 2021, worth a combined $955M — up 11% from $860M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IYJ positions and 16 closed out — a net gain of 29 holders — while 87 added to existing stakes and 70 trimmed.

The largest buyer was Prudential Financial, adding an estimated $112M. The largest seller was Bank of Montreal, cutting an estimated $48.7M.

  • 263 institutional investors held iShares US Industrials ETF (IYJ) as of Q4 2021, up from 238 in Q3 2021.
  • Funds reported $955M of iShares US Industrials ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 45 funds opened new iShares US Industrials ETF positions in Q4 2021 and 16 closed out, a net change of +29 holders.
  • The largest iShares US Industrials ETF buyer in Q4 2021 was Prudential Financial, an estimated $112M added.
  • The largest iShares US Industrials ETF seller in Q4 2021 was Bank of Montreal, an estimated $48.7M sold.

Based on aggregated 13F filings for Q4 2021.