iShares Dow Jones US ETF
143 hedge funds and large institutions have $280M invested in iShares Dow Jones US ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more capital invested
Capital invested by funds: $239M → $280M (+$41M)
4% more funds holding
Funds holding: 138 → 143 (+5)
2.89% more ownership
Funds ownership: 42.24% → 45.13% (+2.9%)
8% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$10.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.04M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$2.96M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.23M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.73M |
| 2 |
Morgan Stanley
New York
|
-$1.66M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$791K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$684K |
| 5 |
EAM
Evanson Asset Management
Carmel,
California
|
-$497K |
IYY Hedge Fund Activity: Q3 2018 in Review
143 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2018, worth a combined $280M — up 17% from $239M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IYY positions and 11 closed out — a net gain of 6 holders — while 35 added to existing stakes and 38 trimmed.
The largest buyer was Mutual Advisors, opening a new position worth an estimated $10.5M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $2.73M.
- 143 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2018, up from 138 in Q2 2018.
- Funds reported $280M of iShares Dow Jones US ETF stock for Q3 2018, up 17% quarter-over-quarter.
- 17 funds opened new iShares Dow Jones US ETF positions in Q3 2018 and 11 closed out, a net change of +6 holders.
- The largest iShares Dow Jones US ETF buyer in Q3 2018 was Mutual Advisors, an estimated $10.5M added.
- The largest iShares Dow Jones US ETF seller in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $2.73M sold.
Based on aggregated 13F filings for Q3 2018.