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iShares Dow Jones US ETF
IYY

154 hedge funds and large institutions have $285M invested in iShares Dow Jones US ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

7% more capital invested

Capital invested by funds: $265M → $285M (+$19.8M)

5% more funds holding

Funds holding: 146 → 154 (+8)

0.74% more ownership

Funds ownership: 43.75% → 44.49% (+0.74%)

43% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
154
Holders Change
+8
Holders Change %
+5.48%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
32
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.03M
2
TA
Townsend & Associates
Colorado
+$3.58M
3
AAS
Avantax Advisory Services
Texas
+$1.17M
4
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
+$1.1M
5
Osaic Holdings
Osaic Holdings
Arizona
+$459K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$2.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
3
Morgan Stanley
Morgan Stanley
New York
-$1.82M
4
LWA
Lowe Wealth Advisors
Maryland
-$1.71M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$2.1M -$311K -3,786 -13%
TW
27
TrinityPoint Wealth
Connecticut
$2.08M -$513K -6,234 -20%
CAM
28
Cresset Asset Management
Illinois
$1.96M – – –
SIAP
29
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.86M +$1.1M +13,328 +41%
AAS
30
Avantax Advisory Services
Texas
$1.7M +$1.17M +14,278 +239%
GG
31
GenWealth Group
New Jersey
$1.63M -$26K -316 -2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.55M -$132K -1,608 -8%
BSW
33
Buckingham Strategic Wealth
Missouri
$1.54M -$7.4K -90 -0.5%
FHC
34
First Heartland Consultants
Missouri
$1.5M -$537K -6,532 -27%
TNB
35
Thomasville National Bank
Georgia
$1.48M -$48K -584 -3%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.48M -$72.9K -886 -5%
NP
37
NorthRock Partners
Minnesota
$1.47M -$165 -2 -0%
MC
38
Mathes Company
New York
$1.45M -$14K -170 -1%
SPC
39
Sigma Planning Corp
Michigan
$1.34M +$313K +3,810 +31%
EIP
40
Ellis Investment Partners
Pennsylvania
$1.32M -$74K -900 -5%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.24M +$18.4K +224 +2%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$1.21M – – –
TF
43
TimeScale Financial
Massachusetts
$1.15M -$102K -1,236 -8%
Truist Financial
44
Truist Financial
North Carolina
$1.12M +$197K +2,390 +22%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.06M +$46.1K +560 +5%
NC
46
NewSquare Capital
Pennsylvania
$1.06M -$271K -3,290 -21%
MA
47
Mutual Advisors
Nebraska
$1.05M -$193K -2,342 -16%
SPIA
48
Steward Partners Investment Advisory
New York
$1.05M +$44.4K +540 +4%
PS
49
Portfolio Solutions
Michigan
$1M – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$997K -$2.9M -35,258 -75%
1
2
3 4 5

IYY Hedge Fund Activity: Q3 2020 in Review

154 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2020, worth a combined $285M — up 7.5% from $265M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IYY positions and 11 closed out — a net gain of 8 holders — while 32 added to existing stakes and 56 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $6.03M. The largest seller was HighTower Advisors, cutting an estimated $2.9M.

  • 154 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2020, up from 146 in Q2 2020.
  • Funds reported $285M of iShares Dow Jones US ETF stock for Q3 2020, up 7.5% quarter-over-quarter.
  • 19 funds opened new iShares Dow Jones US ETF positions in Q3 2020 and 11 closed out, a net change of +8 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $6.03M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2020 was HighTower Advisors, an estimated $2.9M sold.

Based on aggregated 13F filings for Q3 2020.