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Credit Suisse’s iShares Dow Jones US ETF IYY Stock Holding History

Credit Suisse’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-400,000
Closed -$25.2M – 4061
2020
Q1 		$25.2M Buy
400,000
+66,458
+20% +$5.02M 0.02% 714
2019
Q4 		$26.6M Buy
333,542
+93,642
+39% +$7.16M 0.02% 866
2019
Q3 		$17.7M Buy
239,900
+200,346
+507% +$14.7M 0.01% 988
2019
Q2 		$2.89M Sell
39,554
-101,724
-72% -$7.31M ﹤0.01% 2175
2019
Q1 		$9.98M Buy
+141,278
New +$9.59M 0.01% 1245
2018
Q4 		– Sell
-181,632
Closed -$13.2M – 3937
2018
Q3 		$13.2M Buy
181,632
+70,504
+63% +$5.04M 0.01% 1095
2018
Q2 		$7.58M Buy
111,128
+53,234
+92% +$3.61M 0.01% 1425
2018
Q1 		$3.82M Buy
57,894
+24,350
+73% +$1.66M ﹤0.01% 1899
2017
Q4 		$2.24M Sell
33,544
-555,896
-94% -$36.2M ﹤0.01% 2350
2017
Q3 		$37.1M Buy
589,440
+398,906
+209% +$24.6M 0.04% 529
2017
Q2 		$11.6M Buy
+190,534
New +$11.4M 0.01% 1119
2017
Q1 		– Sell
-34,060
Closed -$1.91M – 3934
2016
Q4 		$1.91M Sell
34,060
-51,790
-60% -$2.84M ﹤0.01% 2476
2016
Q3 		$4.66M Buy
85,850
+58,142
+210% +$3.14M ﹤0.01% 1719
2016
Q2 		$1.45M Sell
27,708
-16,232
-37% -$840K ﹤0.01% 2604
2016
Q1 		$2.25M Buy
43,940
+38,938
+778% +$1.89M ﹤0.01% 2111
2015
Q4 		$255K Sell
5,002
-360
-7% -$18.5K ﹤0.01% 3775
2015
Q3 		$259K Buy
+5,362
New +$274K ﹤0.01% 3796
2014
Q3 		– Sell
-6,690
Closed -$332K – 4550
2014
Q2 		$332K Buy
+6,690
New +$322K ﹤0.01% 4053
2014
Q1 		– Sell
-6,740
Closed -$315K – 4769
2013
Q4 		$315K Buy
6,740
+1,752
+35% +$78.4K ﹤0.01% 4047
2013
Q3 		$213K Sell
4,988
-854
-15% -$36.2K ﹤0.01% 3942
2013
Q2 		$236K Buy
+5,842
New +$237K ﹤0.01% 3782

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Credit Suisse's IYY Position: Q2 2020 in Review

Credit Suisse sold out of iShares Dow Jones US ETF (IYY) in Q2 2020, closing a stake of 400,000 shares — an estimated $25.2M sold.

Credit Suisse first reported a position in IYY in Q2 2013 and held it in 21 quarters. The position peaked at $37.1M in Q3 2017. 146 funds tracked by Wall St. Rank hold IYY as of Q2 2020.

  • Credit Suisse reported no remaining iShares Dow Jones US ETF position as of Q2 2020 after selling out during the quarter.
  • Credit Suisse sold 400,000 iShares Dow Jones US ETF shares in Q2 2020, an estimated $25.2M.
  • Credit Suisse first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 21 quarters.
  • Credit Suisse's iShares Dow Jones US ETF position peaked at $37.1M in Q3 2017.
  • 146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2020.

Based on Credit Suisse's 13F filing for Q2 2020, filed 12 Aug 2020.