Kozak & Associates Inc. Has $23.87 Million Holdings in iShares U.S. Industrials ETF $IYJ

Kozak & Associates Inc. lowered its position in iShares U.S. Industrials ETF (BATS:IYJ) by 34.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 144,050 shares of the company’s stock after selling 75,147 shares during the period. iShares U.S. Industrials ETF accounts for 4.1% of Kozak & Associates Inc.’s portfolio, making the stock its 10th largest holding. Kozak & Associates Inc. owned 1.25% of iShares U.S. Industrials ETF worth $23,868,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. CX Institutional raised its position in iShares U.S. Industrials ETF by 6.1% during the second quarter. CX Institutional now owns 28,672 shares of the company’s stock valued at $4,778,000 after acquiring an additional 1,656 shares in the last quarter. Parallel Advisors LLC boosted its stake in shares of iShares U.S. Industrials ETF by 15.2% during the 1st quarter. Parallel Advisors LLC now owns 2,657 shares of the company’s stock worth $392,000 after acquiring an additional 350 shares in the last quarter. NewEdge Advisors LLC boosted its stake in shares of iShares U.S. Industrials ETF by 3.1% during the 1st quarter. NewEdge Advisors LLC now owns 5,092 shares of the company’s stock worth $751,000 after acquiring an additional 155 shares in the last quarter. BankChampaign National Association acquired a new position in shares of iShares U.S. Industrials ETF during the 1st quarter valued at about $37,000. Finally, Western Wealth Management LLC bought a new stake in shares of iShares U.S. Industrials ETF during the 1st quarter worth $36,000.

iShares U.S. Industrials ETF Trading Up 1.7%

BATS:IYJ opened at $166.73 on Tuesday. iShares U.S. Industrials ETF has a 1 year low of $138.90 and a 1 year high of $167.86. The firm’s fifty day simple moving average is $161.89 and its 200 day simple moving average is $157.60. The firm has a market capitalization of $1.92 billion, a PE ratio of 25.86 and a beta of 1.10.

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.