iShares US Industrials ETF
IYJ
292 hedge funds and large institutions have $592M invested in iShares US Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 19 closing their positions.
216% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more funds holding
Funds holding: 255 → 292 (+37)
14% more capital invested
Capital invested by funds: $520M → $592M (+$71.7M)
0.01% more ownership
Funds ownership: 47.14% → 47.14% (+0.01%)
13% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 84
57% less call options, than puts
Call options by funds: $549K | Put options by funds: $1.27M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$6.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.22M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.05M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$4.44M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$39.6M |
| 2 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$7.52M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$6.72M |
| 4 |
Goldman Sachs
New York
|
-$3.91M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.12M |
IYJ Hedge Fund Activity: Q4 2023 in Review
292 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q4 2023, worth a combined $592M — up 14% from $520M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IYJ positions and 19 closed out — a net gain of 41 holders — while 73 added to existing stakes and 84 trimmed.
The largest buyer was PGIM Custom Harvest, adding an estimated $6.2M. The largest seller was Fidelity International, exiting entirely with an estimated $39.6M sold.
- 292 institutional investors held iShares US Industrials ETF (IYJ) as of Q4 2023, up from 255 in Q3 2023.
- Funds reported $592M of iShares US Industrials ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 60 funds opened new iShares US Industrials ETF positions in Q4 2023 and 19 closed out, a net change of +41 holders.
- The largest iShares US Industrials ETF buyer in Q4 2023 was PGIM Custom Harvest, an estimated $6.2M added.
- The largest iShares US Industrials ETF seller in Q4 2023 was Fidelity International, an estimated $39.6M sold.
Based on aggregated 13F filings for Q4 2023.