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iShares Dow Jones US ETF
IYY

211 hedge funds and large institutions have $426M invested in iShares Dow Jones US ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

17% more capital invested

Capital invested by funds: $364M → $426M (+$61.9M)

16% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 50

13% more funds holding

Funds holding: 186 → 211 (+25)

1.02% more ownership

Funds ownership: 21.77% → 22.8% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
211
Holders Change
+25
Holders Change %
+13.44%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
58
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAG
Csenge Advisory Group
Florida
+$5.29M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.71M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.22M
4
Morgan Stanley
Morgan Stanley
New York
+$3.11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
BFEC
Benjamin F. Edwards & Company
Missouri
-$2.47M
2
Goldman Sachs
Goldman Sachs
New York
-$2.18M
3
PAG
Private Advisor Group
New Jersey
-$1.96M
4
Bank of America
Bank of America
North Carolina
-$965K
5
Wells Fargo
Wells Fargo
California
-$640K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
Merit Financial Group
Georgia
$3.35M – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.34M -$304K -2,649 -9%
PAG
28
Private Advisor Group
New Jersey
$3.21M -$1.96M -17,044 -38%
EWA
29
EP Wealth Advisors
California
$3.15M -$8.04K -70 -0.3%
TWC
30
TD Waterhouse Canada
Ontario, Canada
$3.08M +$2.73M +23,744 New
VWA
31
Visionary Wealth Advisors
Illinois
$2.96M -$72.4K -631 -2%
AAIM
32
Asset Advisors Investment Management
Georgia
$2.92M – – –
TW
33
TrinityPoint Wealth
Connecticut
$2.81M -$19.3K -168 -0.7%
CAM
34
Cresset Asset Management
Illinois
$2.77M – – –
BFS
35
Bard Financial Services
Connecticut
$2.65M – – –
TA
36
Townsend & Associates
Colorado
$2.55M +$73K +636 +3%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$2.43M -$273K -2,377 -10%
NP
38
NorthRock Partners
Minnesota
$2.07M – – –
MCC
39
Money Concepts Capital
Florida
$2.07M +$2.02M +17,584 New
UCFA
40
United Capital Financial Advisors
Texas
$2.03M +$4.59K +40 +0.2%
MC
41
Mathes Company
New York
$2.02M – – –
Truist Financial
42
Truist Financial
North Carolina
$2.01M +$313K +2,730 +19%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.86M +$77.5K +675 +4%
TF
44
TIAA FSB
Florida
$1.86M – – –
TNB
45
Thomasville National Bank
Georgia
$1.82M +$25.5K +222 +1%
SPC
46
Sigma Planning Corp
Michigan
$1.81M +$95.5K +832 +6%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.73M -$11.3K -98 -0.7%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$1.73M +$42.4K +369 +3%
NC
49
NewSquare Capital
Pennsylvania
$1.69M +$1.95K +17 +0.1%
SIA
50
Sage Investment Advisers
New York
$1.68M +$1.63M +14,227 New
1
2
3 4 5

IYY Hedge Fund Activity: Q4 2021 in Review

211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2021, worth a combined $426M — up 17% from $364M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IYY positions and 7 closed out — a net gain of 26 holders — while 58 added to existing stakes and 50 trimmed.

The largest buyer was Csenge Advisory Group, opening a new position worth an estimated $5.29M. The largest seller was Benjamin F. Edwards & Company, exiting entirely with an estimated $2.47M sold.

  • 211 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2021, up from 186 in Q3 2021.
  • Funds reported $426M of iShares Dow Jones US ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 33 funds opened new iShares Dow Jones US ETF positions in Q4 2021 and 7 closed out, a net change of +26 holders.
  • The largest iShares Dow Jones US ETF buyer in Q4 2021 was Csenge Advisory Group, an estimated $5.29M added.
  • The largest iShares Dow Jones US ETF seller in Q4 2021 was Benjamin F. Edwards & Company, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2021.