We are live on ! Find out more
IYY icon

iShares Dow Jones US ETF
IYY

72 hedge funds and large institutions have $154M invested in iShares Dow Jones US ETF in 2013 Q2 according to their latest regulatory filings, with 72 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

43.09% more ownership

Funds ownership: 0% → 43.09% (+43%)

Holders
72
Holders Change
+72
Holders Change %
–
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$214K +$215K +5,290 New
Truist Financial
52
Truist Financial
North Carolina
$208K +$209K +5,164 New
US Bancorp
53
US Bancorp
Minnesota
$175K +$175K +4,326 New
EWM
54
Edge Wealth Management
New York
$130K +$130K +3,200 New
WTC
55
WhitTier Trust Company
Nevada
$121K +$122K +3,000 New
Bessemer Group
56
Bessemer Group
New Jersey
$87K +$87K +2,146 New
Ameriprise
57
Ameriprise
Minnesota
$77K +$77.4K +1,908 New
SF
58
Synovus Financial
Georgia
$77K +$78.1K +1,926 New
NES
59
New England Securities
New York
$73K +$73K +1,800 New
TIM
60
Tortoise Investment Management
New York
$42K +$41.9K +1,032 New
ECAM
61
East Coast Asset Management
Massachusetts
$37K +$37.3K +920 New
RFA
62
Reilly Financial Advisors
California
$33K +$32.9K +810 New
RIA
63
Regal Investment Advisors
Michigan
$24K +$24.3K +600 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.8K +316 New
EK
65
Evensky & Katz
Florida
$13K +$13.4K +330 New
WA
66
WFG Advisors
Texas
$8K +$8.11K +200 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$4K +$4.06K +100 New
HRIA
68
Haberer Registered Investment Advisor
Ohio
$4K +$4.46K +110 New
EMA
69
Efficient Market Advisors
California
$2K +$1.78K +44 New
KTC
70
Kistler-Tiffany Companies
Pennsylvania
$1K +$1.22K +30 New
T
71
Thomaspartners
Massachusetts
– +$81 +2 New
CFA
72
Carroll Financial Associates
North Carolina
– +$2.84K +70 New
1 2
3

IYY Hedge Fund Activity: Q2 2013 in Review

72 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2013, worth a combined $154M.

Buyers outnumbered sellers: 72 funds opened new IYY positions and 0 closed out — a net gain of 72 holders — while 0 added to existing stakes and 0 trimmed.

  • 72 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $154M of iShares Dow Jones US ETF stock for Q2 2013.
  • 72 funds opened new iShares Dow Jones US ETF positions in Q2 2013 and 0 closed out, a net change of +72 holders.

Based on aggregated 13F filings for Q2 2013.