iShares Dow Jones US ETF
149 hedge funds and large institutions have $283M invested in iShares Dow Jones US ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $296M → $283M (-$12.3M)
2.72% less ownership
Funds ownership: 49.74% → 47.02% (-2.7%)
3% less funds holding
Funds holding: 154 → 149 (-5)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
35% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.43M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.79M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$777K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$698K |
| 5 |
LPL Financial
San Diego,
California
|
+$582K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.84M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.31M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.37M |
| 5 |
Morgan Stanley
New York
|
-$2.01M |
IYY Hedge Fund Activity: Q2 2019 in Review
149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2019, worth a combined $283M — down 4.2% from $296M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IYY and 10 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 34 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.43M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.84M.
- 149 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2019, down from 154 in Q1 2019.
- Funds reported $283M of iShares Dow Jones US ETF stock for Q2 2019, down 4.2% quarter-over-quarter.
- 10 funds opened new iShares Dow Jones US ETF positions in Q2 2019 and 13 closed out, a net change of -3 holders.
- The largest iShares Dow Jones US ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $3.43M added.
- The largest iShares Dow Jones US ETF seller in Q2 2019 was Raymond James Financial Services Advisors, an estimated $8.84M sold.
Based on aggregated 13F filings for Q2 2019.