iShares Dow Jones US ETF
108 hedge funds and large institutions have $220M invested in iShares Dow Jones US ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
6% more capital invested
Capital invested by funds: $207M → $220M (+$12.9M)
1% more funds holding
Funds holding: 107 → 108 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 32
0.95% less ownership
Funds ownership: 41.03% → 40.08% (-0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.83M |
| 2 |
Jane Street
New York
|
+$2.99M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.52M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.27M |
| 5 |
Morgan Stanley
New York
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.48M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.91M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.74M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.41M |
IYY Hedge Fund Activity: Q1 2017 in Review
108 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2017, worth a combined $220M — up 6.3% from $207M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYY positions and 9 closed out — a net gain of 2 holders — while 32 added to existing stakes and 32 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.83M. The largest seller was Susquehanna International Group, cutting an estimated $5.94M.
- 108 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2017, up from 107 in Q4 2016.
- Funds reported $220M of iShares Dow Jones US ETF stock for Q1 2017, up 6.3% quarter-over-quarter.
- 11 funds opened new iShares Dow Jones US ETF positions in Q1 2017 and 9 closed out, a net change of +2 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2017 was Wells Fargo, an estimated $4.83M added.
- The largest iShares Dow Jones US ETF seller in Q1 2017 was Susquehanna International Group, an estimated $5.94M sold.
Based on aggregated 13F filings for Q1 2017.