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iShares Dow Jones US ETF

191 hedge funds and large institutions have $331M invested in iShares Dow Jones US ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

17% more capital invested

Capital invested by funds: $284M → $331M (+$47M)

1.22% more ownership

Funds ownership: 21.15%22.37% (+1.2%)

1% more funds holding

Funds holding: 189191 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
54
Reduced
44
Closed
15
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
26
Money Concepts Capital
Florida
$2.59M +$848K +9,014 +48%
Stifel Financial
27
Stifel Financial
Missouri
$2.36M -$10.9K -116 -0.5%
AAIM
28
Asset Advisors Investment Management
Georgia
$2.33M
FHC
29
First Heartland Consultants
Missouri
$2.21M +$10.6K +113 +0.5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.18M -$4.56M -48,477 -67%
BFS
31
Bard Financial Services
Connecticut
$2.1M
TW
32
TrinityPoint Wealth
Connecticut
$2.06M -$3.48K -37 -0.2%
EWA
33
EP Wealth Advisors
California
$1.96M -$368K -3,916 -16%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$1.93M -$7.52K -80 -0.4%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.91M -$24.1K -256 -1%
PAG
36
Private Advisor Group
New Jersey
$1.8M -$17.5K -186 -0.7%
MC
37
Mathes Company
New York
$1.59M
SPC
38
Sigma Planning Corp
Michigan
$1.59M +$658 +7 +0%
Truist Financial
39
Truist Financial
North Carolina
$1.58M -$274K -2,910 -15%
FTUS
40
Flow Traders U.S.
New York
$1.51M +$1.52M +16,208 New
HighTower Advisors
41
HighTower Advisors
Illinois
$1.51M +$282 +3 +0%
UCFA
42
United Capital Financial Advisors
Texas
$1.46M -$29.1K -309 -2%
TF
43
TIAA FSB
Florida
$1.41M
TNB
44
Thomasville National Bank
Georgia
$1.39M -$2.63K -28 -0.2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.34M -$1.64M -17,475 -55%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$1.23M +$125K +1,334 +11%
CWAF
47
Core Wealth Advisors (Florida)
Florida
$1.16M +$1.12M +11,924 +2,361%
SPIA
48
Steward Partners Investment Advisory
New York
$1.14M
SIA
49
Sage Investment Advisers
New York
$1.12M -$4.23K -45 -0.4%
NP
50
NorthRock Partners
Minnesota
$1.09M

IYY Hedge Fund Activity: Q4 2022 in Review

191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2022, worth a combined $331M — up 17% from $284M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYY positions and 15 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $7.84M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.56M.

  • 191 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2022, up from 189 in Q3 2022.
  • Funds reported $331M of iShares Dow Jones US ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 22 funds opened new iShares Dow Jones US ETF positions in Q4 2022 and 15 closed out, a net change of +7 holders.
  • The largest iShares Dow Jones US ETF buyer in Q4 2022 was Bank of America, an estimated $7.84M added.
  • The largest iShares Dow Jones US ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2022.