iShares Dow Jones US ETF
218 hedge funds and large institutions have $453M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
42% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 50
34% more capital invested
Capital invested by funds: $339M → $453M (+$114M)
7% more funds holding
Funds holding: 204 → 218 (+14)
4.6% more ownership
Funds ownership: 21.45% → 26.05% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$50.9M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.54M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.94M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.29M |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$1.83M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.2M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$938K |
IYY Hedge Fund Activity: Q4 2023 in Review
218 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2023, worth a combined $453M — up 34% from $339M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IYY positions and 10 closed out — a net gain of 15 holders — while 71 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $50.9M. The largest seller was Goldman Sachs, cutting an estimated $2.48M.
- 218 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2023, up from 204 in Q3 2023.
- Funds reported $453M of iShares Dow Jones US ETF stock for Q4 2023, up 34% quarter-over-quarter.
- 25 funds opened new iShares Dow Jones US ETF positions in Q4 2023 and 10 closed out, a net change of +15 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $50.9M added.
- The largest iShares Dow Jones US ETF seller in Q4 2023 was Goldman Sachs, an estimated $2.48M sold.
Based on aggregated 13F filings for Q4 2023.