iShares Dow Jones US ETF
103 hedge funds and large institutions have $178M invested in iShares Dow Jones US ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 12 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 28
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 104 → 103 (-1)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
4.29% less ownership
Funds ownership: 43.39% → 39.1% (-4.3%)
11% less capital invested
Capital invested by funds: $199M → $178M (-$20.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$776K |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$573K |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$525K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$483K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$12.8M |
| 2 |
Goldman Sachs
New York
|
-$5.18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.26M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.87M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.53M |
IYY Hedge Fund Activity: Q2 2016 in Review
103 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2016, worth a combined $178M — down 11% from $199M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IYY and 11 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 31 added.
The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $776K. The largest seller was LPL Financial, cutting an estimated $12.8M.
- 103 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2016, down from 104 in Q1 2016.
- Funds reported $178M of iShares Dow Jones US ETF stock for Q2 2016, down 11% quarter-over-quarter.
- 11 funds opened new iShares Dow Jones US ETF positions in Q2 2016 and 12 closed out, a net change of -1 holder.
- The largest iShares Dow Jones US ETF buyer in Q2 2016 was Koshinski Asset Management, an estimated $776K added.
- The largest iShares Dow Jones US ETF seller in Q2 2016 was LPL Financial, an estimated $12.8M sold.
Based on aggregated 13F filings for Q2 2016.