iShares Dow Jones US ETF
223 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
2% more funds holding
Funds holding: 218 → 223 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 60
1% less capital invested
Capital invested by funds: $453M → $447M (-$6.01M)
2.8% less ownership
Funds ownership: 26.05% → 23.25% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.24M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.97M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.56M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.4M |
| 5 |
SFS
Sharp Financial Services
Horsham,
Pennsylvania
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$58.5M |
| 2 |
Goldman Sachs
New York
|
-$6.18M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.53M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.06M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Schroder Investment Management Group
London,
United Kingdom
| – | -$1.01M | -8,700 | Closed |
|
|
WA
227
Wealthstar Advisors
Plano,
Texas
| – | -$365K | -3,129 | Closed |
|
|
CWM
228
Campbell Wealth Management
Alexandria,
Virginia
| – | -$320K | -2,745 | Closed |
|
229
CIBC World Market
Toronto,
Ontario, Canada
| – | -$303K | -2,600 | Closed |
|
230
Renaissance Technologies
New York
| – | -$268K | -2,300 | Closed |
|
231
Wolverine Trading
Chicago,
Illinois
| – | -$232K | -1,994 | Closed |
|
|
FPFS
232
First Personal Financial Services
Charlotte,
North Carolina
| – | -$138K | -1,180 | Closed |
|
|
LTI
233
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$51K | -438 | Closed |
|
|
FUBT
234
First United Bank & Trust
Oakland,
Maryland
| – | -$23.3K | -200 | Closed |
|
|
GI
235
Gradient Investments
Arden Hills,
Minnesota
| – | -$23.3K | -200 | Closed |
|
236
AssetMark Inc
Concord,
California
| – | -$20K | -172 | Closed |
|
IYY Hedge Fund Activity: Q1 2024 in Review
223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2024, worth a combined $447M — down 1.3% from $453M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IYY positions and 13 closed out — a net gain of 7 holders — while 60 added to existing stakes and 60 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.24M. The largest seller was Morgan Stanley, cutting an estimated $58.5M.
- 223 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2024, up from 218 in Q4 2023.
- Funds reported $447M of iShares Dow Jones US ETF stock for Q1 2024, down 1.3% quarter-over-quarter.
- 20 funds opened new iShares Dow Jones US ETF positions in Q1 2024 and 13 closed out, a net change of +7 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2024 was Citadel Advisors, an estimated $5.24M added.
- The largest iShares Dow Jones US ETF seller in Q1 2024 was Morgan Stanley, an estimated $58.5M sold.
Based on aggregated 13F filings for Q1 2024.