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iShares Dow Jones US ETF
IYY

160 hedge funds and large institutions have $324M invested in iShares Dow Jones US ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $289M → $324M (+$34.4M)

10% more funds holding

Funds holding: 146 → 160 (+14)

2.01% more ownership

Funds ownership: 48.44% → 50.45% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
37
Reduced
46
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$7.16M
2
Bank of America
Bank of America
North Carolina
+$3.98M
3
Truist Financial
Truist Financial
North Carolina
+$3.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.05M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.63M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.58M
3
PCG
Private Capital Group
Connecticut
-$1.42M
4
UBS Group
UBS Group
Switzerland
-$964K
5
AG
Advisor Group
Arizona
-$863K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.75M -$412K -5,388 -14%
TF
27
TimeScale Financial
Massachusetts
$2.62M -$160K -2,094 -6%
SPC
28
Sigma Planning Corp
Michigan
$2.58M +$247K +3,230 +11%
TW
29
TrinityPoint Wealth
Connecticut
$2.56M -$14.2K -186 -0.6%
UCFA
30
United Capital Financial Advisors
Texas
$2.35M +$917 +12 +0%
NC
31
NewSquare Capital
Pennsylvania
$2.31M +$49.7K +650 +2%
AAIM
32
Asset Advisors Investment Management
Georgia
$2.13M +$45.9K +600 +2%
PAG
33
Private Advisor Group
New Jersey
$2.07M +$1.31M +17,164 +196%
IWA
34
IBEX Wealth Advisors
New Jersey
$2.06M -$50.6K -662 -3%
CAM
35
Cresset Asset Management
Illinois
$1.87M – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.86M -$1.63M -21,372 -48%
Ameriprise
37
Ameriprise
Minnesota
$1.72M -$802K -10,496 -33%
TNB
38
Thomasville National Bank
Georgia
$1.68M -$143K -1,866 -8%
MC
39
Mathes Company
New York
$1.59M -$3.82K -50 -0.3%
GG
40
GenWealth Group
New Jersey
$1.55M – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.52M +$73.1K +956 +5%
EWA
42
EP Wealth Advisors
California
$1.47M +$1.41M +18,388 New
MA
43
Mutual Advisors
Nebraska
$1.47M +$23.5K +308 +2%
NP
44
NorthRock Partners
Minnesota
$1.42M +$48.9K +640 +4%
SPIA
45
Steward Partners Investment Advisory
New York
$1.02M – – –
PS
46
Portfolio Solutions
Michigan
$958K – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$936K +$459 +6 +0.1%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$935K +$3.82K +50 +0.4%
PAG
49
Private Advisory Group
Washington
$914K +$213K +2,784 +32%
EIP
50
Ellis Investment Partners
Pennsylvania
$854K +$37K +484 +5%
1
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IYY Hedge Fund Activity: Q4 2019 in Review

160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2019, worth a combined $324M — up 12% from $289M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYY positions and 6 closed out — a net gain of 18 holders — while 37 added to existing stakes and 46 trimmed.

The largest buyer was Credit Suisse, adding an estimated $7.16M. The largest seller was Susquehanna International Group, cutting an estimated $1.63M.

  • 160 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2019, up from 146 in Q3 2019.
  • Funds reported $324M of iShares Dow Jones US ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 24 funds opened new iShares Dow Jones US ETF positions in Q4 2019 and 6 closed out, a net change of +18 holders.
  • The largest iShares Dow Jones US ETF buyer in Q4 2019 was Credit Suisse, an estimated $7.16M added.
  • The largest iShares Dow Jones US ETF seller in Q4 2019 was Susquehanna International Group, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2019.