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iShares Dow Jones US ETF

236 hedge funds and large institutions have $485M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $448M → $485M (+$37M)

7% more funds holding

Funds holding: 220236 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

1.1% less ownership

Funds ownership: 22.94%21.83% (-1.1%)

Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
Net Calls
+$921K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$3.36M +$3.23M +24,046 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.36M +$106K +789 +3%
PAG
28
Private Advisor Group
New Jersey
$3.35M -$40.9K -304 -1%
AAIM
29
Asset Advisors Investment Management
Georgia
$3.33M -$135 -1 -0%
MCC
30
Money Concepts Capital
Florida
$3.33M -$45.7K -340 -1%
FHC
31
First Heartland Consultants
Missouri
$3.31M +$53.4K +397 +2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$3.3M -$10.4K -77 -0.3%
GM
33
GeoWealth Management
Illinois
$3.13M +$3.01M +22,387 New
ECA
34
Elevation Capital Advisory
Oregon
$3.12M +$3.01M +22,387 New
Ameriprise
35
Ameriprise
Minnesota
$3.08M -$11.6K -86 -0.4%
Stifel Financial
36
Stifel Financial
Missouri
$3.08M +$200K +1,485 +7%
SWA
37
Stratos Wealth Advisors
Ohio
$2.9M +$40.1K +298 +1%
TW
38
TrinityPoint Wealth
Connecticut
$2.78M -$106K -791 -4%
Truist Financial
39
Truist Financial
North Carolina
$2.46M +$49.2K +366 +2%
NP
40
NorthRock Partners
Minnesota
$2.42M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.28M +$63K +468 +3%
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$2.26M +$2.18M +16,193 New
EWA
43
EP Wealth Advisors
California
$2.21M -$7.4K -55 -0.3%
RWM
44
Ritholtz Wealth Management
New York
$1.97M
AFG
45
Arkansas Financial Group
Arkansas
$1.85M +$794K +5,901 +81%
KAS
46
Kestra Advisory Services
Texas
$1.79M +$16.1K +120 +0.9%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.75M +$20.8K +155 +1%
TNB
48
Thomasville National Bank
Georgia
$1.73M +$9.55K +71 +0.6%
SPIA
49
Steward Partners Investment Advisory
New York
$1.73M +$18.4K +137 +1%
Jane Street
50
Jane Street
New York
$1.7M +$1.42M +10,571 +664%

IYY Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2024, worth a combined $485M — up 8.3% from $448M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYY positions and 11 closed out — a net gain of 18 holders — while 59 added to existing stakes and 61 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.23M. The largest seller was PNC Financial Services Group, cutting an estimated $4.17M.

  • 236 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2024, up from 220 in Q2 2024.
  • Funds reported $485M of iShares Dow Jones US ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 29 funds opened new iShares Dow Jones US ETF positions in Q3 2024 and 11 closed out, a net change of +18 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2024 was Flow Traders U.S., an estimated $3.23M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2024 was PNC Financial Services Group, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.