Kozak & Associates Inc. Increases Stake in iShares U.S. Industrials ETF $IYJ

Kozak & Associates Inc. lifted its position in shares of iShares U.S. Industrials ETF (BATS:IYJ) by 6.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 214,805 shares of the company’s stock after buying an additional 12,926 shares during the period. iShares U.S. Industrials ETF comprises 6.4% of Kozak & Associates Inc.’s investment portfolio, making the stock its 6th largest position. Kozak & Associates Inc. owned 1.87% of iShares U.S. Industrials ETF worth $33,220,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Trust Co. of Vermont bought a new position in iShares U.S. Industrials ETF during the third quarter valued at approximately $32,000. Triumph Capital Management bought a new position in shares of iShares U.S. Industrials ETF during the 3rd quarter valued at $32,000. Root Financial Partners LLC bought a new position in shares of iShares U.S. Industrials ETF during the 3rd quarter valued at $34,000. IFP Advisors Inc raised its position in iShares U.S. Industrials ETF by 43.3% in the 3rd quarter. IFP Advisors Inc now owns 288 shares of the company’s stock worth $42,000 after purchasing an additional 87 shares during the period. Finally, Davis Capital Management purchased a new stake in iShares U.S. Industrials ETF during the third quarter valued at about $120,000.

iShares U.S. Industrials ETF Trading Up 0.7%

Shares of BATS:IYJ opened at $149.97 on Thursday. The stock has a market capitalization of $1.72 billion, a P/E ratio of 25.86 and a beta of 1.10. The stock’s 50-day moving average price is $155.82 and its 200-day moving average price is $149.86. iShares U.S. Industrials ETF has a 12-month low of $111.51 and a 12-month high of $163.45.

About iShares U.S. Industrials ETF

iShares U.S. Industrials ETF, formerly iShares Dow Jones U.S. Industrial Sector Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Industrials Index (the Index). The Index measures the performance of the industrials sector of the United States equity market, and includes companies in the industry groups, such as construction and materials, aerospace and defense, general industrials, electronic and electrical equipment, industrial engineering, industrial transportation and support services.