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iShares US Industrials ETF

255 hedge funds and large institutions have $520M invested in iShares US Industrials ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $454K | Put options by funds: $373K

2.15% more ownership

Funds ownership: 44.99%47.14% (+2.1%)

4% more capital invested

Capital invested by funds: $500M → $520M (+$19.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 264255 (-9)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 83

Holders
255
Holders Change
-9
Holders Change %
-3.41%
% of All Funds
4.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
51
Reduced
83
Closed
27
Calls
$454K
Puts
$373K
Net Calls
+$81K
Net Calls Change
-$131K

IYJ Hedge Fund Activity: Q3 2023 in Review

255 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q3 2023, worth a combined $520M — up 4% from $500M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IYJ and 20 opened new positions — a net loss of 7 holders — while 83 trimmed existing stakes and 51 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $41.3M. The largest seller was Bank of Montreal, cutting an estimated $3.08M.

  • 255 institutional investors held iShares US Industrials ETF (IYJ) as of Q3 2023, down from 264 in Q2 2023.
  • Funds reported $520M of iShares US Industrials ETF stock for Q3 2023, up 4% quarter-over-quarter.
  • 20 funds opened new iShares US Industrials ETF positions in Q3 2023 and 27 closed out, a net change of -7 holders.
  • The largest iShares US Industrials ETF buyer in Q3 2023 was Fidelity International, an estimated $41.3M added.
  • The largest iShares US Industrials ETF seller in Q3 2023 was Bank of Montreal, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2023.