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iShares Dow Jones US ETF
IYY

204 hedge funds and large institutions have $339M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

3% more funds holding

Funds holding: 199 → 204 (+5)

0.52% more ownership

Funds ownership: 20.94% → 21.45% (+0.52%)

2% less capital invested

Capital invested by funds: $345M → $339M (-$5.66M)

17% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
204
Holders Change
+5
Holders Change %
+2.51%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
43
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.85M
2
Comerica Bank
Comerica Bank
Texas
+$3.67M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.92M
4
Goldman Sachs
Goldman Sachs
New York
+$2.81M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.62M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.07M
2
EWA
EP Wealth Advisors
California
-$4.13M
3
GVAG
Great Valley Advisor Group
Delaware
-$2.54M
4
BFS
Bard Financial Services
Connecticut
-$2.44M
5
Ameriprise
Ameriprise
Minnesota
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
26
TD Waterhouse Canada
Ontario, Canada
$2.88M -$14.7K -135 -0.5%
AAIM
27
Asset Advisors Investment Management
Georgia
$2.54M – – –
PAG
28
Private Advisor Group
New Jersey
$2.52M +$9.13K +84 +0.3%
Stifel Financial
29
Stifel Financial
Missouri
$2.46M -$29.8K -274 -1%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$168K +1,549 +7%
FHC
31
First Heartland Consultants
Missouri
$2.43M +$109 +1 +0%
Citadel Advisors
32
Citadel Advisors
Florida
$2.29M -$363K -3,337 -13%
TW
33
TrinityPoint Wealth
Connecticut
$2.23M -$37.5K -345 -2%
MCC
34
Money Concepts Capital
Florida
$2.18M +$29.7K +273 +1%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$2.07M +$196K +1,807 +10%
Ameriprise
36
Ameriprise
Minnesota
$2.02M -$2.05M -18,849 -49%
Truist Financial
37
Truist Financial
North Carolina
$1.89M +$138K +1,273 +8%
EWA
38
EP Wealth Advisors
California
$1.78M -$4.13M -37,948 -69%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.74M +$77K +708 +4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.64M +$83.8K +771 +5%
RWM
41
Ritholtz Wealth Management
New York
$1.58M -$5.44K -50 -0.3%
UCFA
42
United Capital Financial Advisors
Texas
$1.57M -$44.1K -406 -3%
TNB
43
Thomasville National Bank
Georgia
$1.47M -$33.4K -307 -2%
GVAG
44
Great Valley Advisor Group
Delaware
$1.45M -$2.54M -23,356 -63%
SPC
45
Sigma Planning Corp
Michigan
$1.39M -$81K -745 -5%
TIAA Trust, National Association
46
TIAA Trust, National Association
North Carolina
$1.32M +$1.38M +12,645 New
SPIA
47
Steward Partners Investment Advisory
New York
$1.3M – – –
SIA
48
Sage Investment Advisers
New York
$1.25M – – –
MAWCM
49
Mine & Arao Wealth Creation & Management
California
$1.17M +$217 +2 +0%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$1.15M -$25K -230 -2%
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IYY Hedge Fund Activity: Q3 2023 in Review

204 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2023, worth a combined $339M — down 1.6% from $345M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IYY positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 52 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.85M. The largest seller was Bank of Montreal, cutting an estimated $5.07M.

  • 204 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2023, up from 199 in Q2 2023.
  • Funds reported $339M of iShares Dow Jones US ETF stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 15 funds opened new iShares Dow Jones US ETF positions in Q3 2023 and 8 closed out, a net change of +7 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.85M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2023 was Bank of Montreal, an estimated $5.07M sold.

Based on aggregated 13F filings for Q3 2023.