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iShares Dow Jones US ETF
IYY

149 hedge funds and large institutions have $283M invested in iShares Dow Jones US ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $296M → $283M (-$12.3M)

2.72% less ownership

Funds ownership: 49.74% → 47.02% (-2.7%)

3% less funds holding

Funds holding: 154 → 149 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

35% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 52

Holders
149
Holders Change
-5
Holders Change %
-3.25%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
34
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.43M
2
UBS Group
UBS Group
Switzerland
+$1.79M
3
UCFA
United Capital Financial Advisors
Texas
+$777K
4
AG
Advisor Group
Arizona
+$698K
5
LPL Financial
LPL Financial
California
+$582K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.84M
2
CS
Credit Suisse
Switzerland
-$7.31M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.44M
4
Bank of America
Bank of America
North Carolina
-$2.37M
5
Morgan Stanley
Morgan Stanley
New York
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Credit Suisse
Switzerland
$2.89M -$7.31M -101,724 -72%
Creative Planning
27
Creative Planning
Kansas
$2.86M -$65.1K -906 -2%
AL
28
Aspiriant LLC
California
$2.76M – – –
RJA
29
Raymond James & Associates
Florida
$2.45M -$83.8K -1,166 -3%
Citadel Advisors
30
Citadel Advisors
Florida
$2.24M -$634K -8,826 -22%
UCFA
31
United Capital Financial Advisors
Texas
$2.17M +$777K +10,816 +57%
SPC
32
Sigma Planning Corp
Michigan
$2.16M +$125K +1,746 +6%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.12M -$2.44M -33,894 -54%
NC
34
NewSquare Capital
Pennsylvania
$2.01M -$6.18K -86 -0.3%
IWA
35
IBEX Wealth Advisors
New Jersey
$2M -$126K -1,748 -6%
Ameriprise
36
Ameriprise
Minnesota
$1.89M +$414K +5,766 +29%
TNB
37
Thomasville National Bank
Georgia
$1.66M +$8.62K +120 +0.5%
JFGIW
38
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56M – – –
MC
39
Mathes Company
New York
$1.46M -$9.34K -130 -0.6%
GG
40
GenWealth Group
New Jersey
$1.44M -$57.5K -800 -4%
PCG
41
Private Capital Group
Connecticut
$1.38M +$54.2K +754 +4%
TRCT
42
Tower Research Capital (TRC)
New York
$1.32M +$457K +6,354 +54%
MA
43
Mutual Advisors
Nebraska
$1.23M -$27K -376 -2%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.21M -$38.1K -530 -3%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1.13M +$120K +1,666 +12%
Jane Street
46
Jane Street
New York
$1.13M -$281K -3,904 -20%
SPIA
47
Steward Partners Investment Advisory
New York
$1.01M -$18K -250 -2%
APA
48
American Portfolios Advisors
New York
$936K – – –
PS
49
Portfolio Solutions
Michigan
$877K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$854K +$65.5K +912 +8%
1
2
3 4 5

IYY Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2019, worth a combined $283M — down 4.2% from $296M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IYY and 10 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 34 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.43M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.84M.

  • 149 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2019, down from 154 in Q1 2019.
  • Funds reported $283M of iShares Dow Jones US ETF stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 10 funds opened new iShares Dow Jones US ETF positions in Q2 2019 and 13 closed out, a net change of -3 holders.
  • The largest iShares Dow Jones US ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $3.43M added.
  • The largest iShares Dow Jones US ETF seller in Q2 2019 was Raymond James Financial Services Advisors, an estimated $8.84M sold.

Based on aggregated 13F filings for Q2 2019.