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iShares Dow Jones US ETF
IYY

186 hedge funds and large institutions have $364M invested in iShares Dow Jones US ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

2% more funds holding

Funds holding: 182 → 186 (+4)

0.59% less ownership

Funds ownership: 22.36% → 21.77% (-0.59%)

3% less capital invested

Capital invested by funds: $374M → $364M (-$9.98M)

27% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 55

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
40
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.17M
2
VWA
Visionary Wealth Advisors
Illinois
+$2.86M
3
Goldman Sachs
Goldman Sachs
New York
+$2.65M
4
LPL Financial
LPL Financial
California
+$2.2M
5
PAG
Private Advisor Group
New Jersey
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.76M
2
CAG
Csenge Advisory Group
Florida
-$5M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.56M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.76M
5
FTUS
Flow Traders U.S.
New York
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EP Wealth Advisors
California
$2.89M -$15.5K -140 -0.5%
VWA
27
Visionary Wealth Advisors
Illinois
$2.78M +$2.86M +25,769 New
AAIM
28
Asset Advisors Investment Management
Georgia
$2.67M – – –
TW
29
TrinityPoint Wealth
Connecticut
$2.59M +$53K +478 +2%
Goldman Sachs
30
Goldman Sachs
New York
$2.58M +$2.65M +23,896 New
CAM
31
Cresset Asset Management
Illinois
$2.53M – – –
FHC
32
First Heartland Consultants
Missouri
$2.53M +$49.8K +449 +2%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$2.48M +$445K +4,008 +21%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$2.47M -$119K -1,077 -4%
BFS
35
Bard Financial Services
Connecticut
$2.43M – – –
TA
36
Townsend & Associates
Colorado
$2.36M +$113K +1,016 +5%
NP
37
NorthRock Partners
Minnesota
$1.9M – – –
UCFA
38
United Capital Financial Advisors
Texas
$1.85M -$16K -144 -0.8%
MC
39
Mathes Company
New York
$1.84M – – –
TF
40
TIAA FSB
Florida
$1.7M -$31.1K -280 -2%
TNB
41
Thomasville National Bank
Georgia
$1.65M -$22.2K -200 -1%
AWM
42
Avondale Wealth Management
Texas
$1.63M +$258K +2,328 +18%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.63M +$666 +6 +0%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.6M -$116K -1,050 -7%
KM
45
Kalos Management
Georgia
$1.58M +$436K +3,928 +41%
SPC
46
Sigma Planning Corp
Michigan
$1.57M +$74.1K +668 +5%
NC
47
NewSquare Capital
Pennsylvania
$1.54M -$17.7K -160 -1%
Truist Financial
48
Truist Financial
North Carolina
$1.54M +$27.5K +248 +2%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$1.54M -$44.4K -400 -3%
SPIA
50
Steward Partners Investment Advisory
New York
$1.47M – – –
1
2
3 4 5

IYY Hedge Fund Activity: Q3 2021 in Review

186 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2021, worth a combined $364M — down 2.7% from $374M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IYY positions and 7 closed out — a net gain of 8 holders — while 40 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.17M. The largest seller was Bank of America, cutting an estimated $8.76M.

  • 186 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2021, up from 182 in Q2 2021.
  • Funds reported $364M of iShares Dow Jones US ETF stock for Q3 2021, down 2.7% quarter-over-quarter.
  • 15 funds opened new iShares Dow Jones US ETF positions in Q3 2021 and 7 closed out, a net change of +8 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2021 was Morgan Stanley, an estimated $3.17M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2021 was Bank of America, an estimated $8.76M sold.

Based on aggregated 13F filings for Q3 2021.