iShares US Industrials ETF
IYJ
313 hedge funds and large institutions have $849M invested in iShares US Industrials ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 19 closing their positions.
204% more call options, than puts
Call options by funds: $4.79M | Put options by funds: $1.58M
137% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 19
36% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 73
6% more funds holding
Funds holding: 294 → 313 (+19)
6% more capital invested
Capital invested by funds: $801M → $849M (+$48.8M)
1.56% more ownership
Funds ownership: 51.35% → 52.91% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Kozak & Associates
Highlands Ranch,
Colorado
|
+$14M |
| 2 |
Morgan Stanley
New York
|
+$7.87M |
| 3 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$7.71M |
| 4 |
A
Allianz
Munich,
Germany
|
+$7.41M |
| 5 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.93M |
| 2 |
BlackRock
New York
|
-$3.32M |
| 3 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$3.11M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.18M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.93M |
IYJ Hedge Fund Activity: Q4 2024 in Review
313 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares US Industrials ETF (IYJ) for Q4 2024, worth a combined $849M — up 6.1% from $801M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IYJ positions and 19 closed out — a net gain of 26 holders — while 99 added to existing stakes and 73 trimmed.
The largest buyer was Kozak & Associates, opening a new position worth an estimated $14M. The largest seller was Envestnet Asset Management, cutting an estimated $4.93M.
- 313 institutional investors held iShares US Industrials ETF (IYJ) as of Q4 2024, up from 294 in Q3 2024.
- Funds reported $849M of iShares US Industrials ETF stock for Q4 2024, up 6.1% quarter-over-quarter.
- 45 funds opened new iShares US Industrials ETF positions in Q4 2024 and 19 closed out, a net change of +26 holders.
- The largest iShares US Industrials ETF buyer in Q4 2024 was Kozak & Associates, an estimated $14M added.
- The largest iShares US Industrials ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $4.93M sold.
Based on aggregated 13F filings for Q4 2024.