Kozak & Associates Inc. Makes New $13.70 Million Investment in iShares U.S. Industrials ETF (BATS:IYJ)

Kozak & Associates Inc. acquired a new stake in iShares U.S. Industrials ETF (BATS:IYJ) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 102,014 shares of the company’s stock, valued at approximately $13,697,000. iShares U.S. Industrials ETF accounts for 3.1% of Kozak & Associates Inc.’s investment portfolio, making the stock its 14th largest position. Kozak & Associates Inc. owned 0.78% of iShares U.S. Industrials ETF as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IYJ. Bank of New York Mellon Corp boosted its position in iShares U.S. Industrials ETF by 148.8% during the 2nd quarter. Bank of New York Mellon Corp now owns 4,473 shares of the company’s stock valued at $534,000 after purchasing an additional 2,675 shares during the period. Commonwealth Equity Services LLC raised its position in shares of iShares U.S. Industrials ETF by 5.2% during the 2nd quarter. Commonwealth Equity Services LLC now owns 48,201 shares of the company’s stock valued at $5,757,000 after acquiring an additional 2,362 shares during the last quarter. Private Advisor Group LLC lifted its position in iShares U.S. Industrials ETF by 7.0% in the 2nd quarter. Private Advisor Group LLC now owns 34,648 shares of the company’s stock valued at $4,138,000 after acquiring an additional 2,281 shares in the last quarter. Ausdal Financial Partners Inc. bought a new position in iShares U.S. Industrials ETF in the second quarter valued at $230,000. Finally, Ashton Thomas Private Wealth LLC bought a new position in shares of iShares U.S. Industrials ETF in the second quarter valued at $30,000.

iShares U.S. Industrials ETF Stock Performance

Shares of iShares U.S. Industrials ETF stock traded up $1.45 during trading on Monday, reaching $134.27. 19,137 shares of the company’s stock were exchanged. The firm’s 50-day moving average price is $138.45 and its 200 day moving average price is $131.18. iShares U.S. Industrials ETF has a 1-year low of $123.05 and a 1-year high of $158.32. The company has a market cap of $1.77 billion, a P/E ratio of 27.09 and a beta of 0.95.

iShares U.S. Industrials ETF Profile

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.