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iShares Dow Jones US ETF
IYY

147 hedge funds and large institutions have $234M invested in iShares Dow Jones US ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.86% less ownership

Funds ownership: 50.45% → 46.58% (-3.9%)

8% less funds holding

Funds holding: 160 → 147 (-13)

28% less capital invested

Capital invested by funds: $324M → $234M (-$89.6M)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
147
Holders Change
-13
Holders Change %
-8.13%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
33
Reduced
50
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$5.02M
2
Morgan Stanley
Morgan Stanley
New York
+$3.43M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.02M
4
BWA
Beam Wealth Advisors
Louisiana
+$1.33M
5
CA
Cetera Advisors
Colorado
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$5.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.71M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.88M
4
Bank of America
Bank of America
North Carolina
-$4.01M
5
Wells Fargo
Wells Fargo
California
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.77M -$479K -6,346 -18%
SPC
27
Sigma Planning Corp
Michigan
$1.72M -$383K -5,070 -16%
TNB
28
Thomasville National Bank
Georgia
$1.69M +$141K +1,866 +9%
PAG
29
Private Advisor Group
New Jersey
$1.69M +$63.7K +844 +3%
AAIM
30
Asset Advisors Investment Management
Georgia
$1.65M – – –
Ameriprise
31
Ameriprise
Minnesota
$1.65M +$353K +4,682 +22%
CAM
32
Cresset Asset Management
Illinois
$1.48M – – –
Truist Financial
33
Truist Financial
North Carolina
$1.42M -$1.56M -20,630 -48%
Jane Street
34
Jane Street
New York
$1.38M +$1.15M +15,230 +227%
GG
35
GenWealth Group
New Jersey
$1.23M -$2.72K -36 -0.2%
MC
36
Mathes Company
New York
$1.17M -$103K -1,360 -7%
NP
37
NorthRock Partners
Minnesota
$1.12M -$453 -6 -0%
TF
38
TimeScale Financial
Massachusetts
$1.11M -$1.15M -15,186 -46%
BWA
39
Beam Wealth Advisors
Louisiana
$1.11M +$1.33M +17,642 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1.07M -$152K -2,016 -11%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$940K +12,454 +275%
NC
42
NewSquare Capital
Pennsylvania
$1.04M -$934K -12,370 -43%
MA
43
Mutual Advisors
Nebraska
$997K -$193K -2,552 -14%
EIP
44
Ellis Investment Partners
Pennsylvania
$959K +$398K +5,276 +50%
BSW
45
Buckingham Strategic Wealth
Missouri
$790K +$566K +7,494 +149%
SPIA
46
Steward Partners Investment Advisory
New York
$762K -$52.8K -700 -5%
PS
47
Portfolio Solutions
Michigan
$757K – – –
AFP
48
Ausdal Financial Partners
Iowa
$709K +$3.32K +44 +0.4%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$700K -$48.6K -644 -5%
IWM
50
IHT Wealth Management
Illinois
$657K -$11K -146 -1%
1
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3 4 5

IYY Hedge Fund Activity: Q1 2020 in Review

147 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2020, worth a combined $234M — down 28% from $324M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IYY and 16 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 33 added.

The largest buyer was Credit Suisse, adding an estimated $5.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.9M sold.

  • 147 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2020, down from 160 in Q4 2019.
  • Funds reported $234M of iShares Dow Jones US ETF stock for Q1 2020, down 28% quarter-over-quarter.
  • 16 funds opened new iShares Dow Jones US ETF positions in Q1 2020 and 26 closed out, a net change of -10 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2020 was Credit Suisse, an estimated $5.02M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2020 was Citadel Advisors, an estimated $5.9M sold.

Based on aggregated 13F filings for Q1 2020.