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iShares US Industrials ETF

293 hedge funds and large institutions have $787M invested in iShares US Industrials ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

1% more funds holding

Funds holding: 290293 (+3)

2% more capital invested

Capital invested by funds: $774M → $787M (+$13.2M)

0.39% more ownership

Funds ownership: 50.09%50.48% (+0.39%)

1% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 86

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
293
Holders Change
+3
Holders Change %
+1.03%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
85
Reduced
86
Closed
27
Calls
$3.93M
Puts
Net Calls
+$3.93M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$115M -$2.07M -16,454 -2%
Bank of America
2
Bank of America
North Carolina
$93M -$5.04M -40,126 -5%
Wells Fargo
3
Wells Fargo
California
$59.5M +$853K +6,781 +2%
LPL Financial
4
LPL Financial
California
$41.1M -$867K -6,898 -2%
UBS Group
5
UBS Group
Switzerland
$36M -$200K -1,592 -0.6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$32.1M +$252K +2,007 +0.8%
PCH
7
PGIM Custom Harvest
New Jersey
$27.7M -$2.3M -18,282 -8%
MML Investors Services
8
MML Investors Services
Massachusetts
$23.9M +$855K +6,799 +4%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$21.3M -$8.29M -65,923 -29%
PFS
10
Prospera Financial Services
Texas
$20.3M +$1.15M +9,162 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$14.1M +$1.87M +14,911 +16%
Osaic Holdings
12
Osaic Holdings
Arizona
$12.2M -$669K -5,319 -5%
Ameriprise
13
Ameriprise
Minnesota
$9.14M +$838K +6,664 +11%
FWCM
14
Ferguson Wellman Capital Management
Oregon
$8.99M -$188K -1,495 -2%
MWM
15
MinichMacGregor Wealth Management
New York
$8.74M -$187K -1,488 -2%
Goldman Sachs
16
Goldman Sachs
New York
$8.58M +$1.03M +8,185 +15%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$8.29M +$1.82M +14,447 +30%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$7.48M -$5.91K -47 -0.1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.24M -$77.3K -615 -1%
MA
20
Modus Advisors
Minnesota
$5.94M +$19.6K +156 +0.4%
Stifel Financial
21
Stifel Financial
Missouri
$5.74M -$2.03M -16,149 -27%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.52M -$871K -6,931 -14%
CCA
23
Cadent Capital Advisors
Oklahoma
$5.39M +$867K +6,894 +21%
FCFC
24
First Citizens Financial Corp
Iowa
$5.36M -$15.5K -123 -0.3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$5.36M -$5.03K -40 -0.1%