iShares Dow Jones US ETF
146 hedge funds and large institutions have $289M invested in iShares Dow Jones US ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 45 reducing their positions, and 14 closing their positions.
1.42% more ownership
Funds ownership: 47.02% → 48.44% (+1.4%)
2% more capital invested
Capital invested by funds: $283M → $289M (+$6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 149 → 146 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
27% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$14.7M |
| 2 |
TW
TrinityPoint Wealth
Milford,
Connecticut
|
+$2.37M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$1.73M |
| 4 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$1.26M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
-$7.07M |
| 2 |
AAIM
Asset Advisors Investment Management
Augusta,
Georgia
|
-$4.19M |
| 3 |
Morgan Stanley
New York
|
-$1.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.69M |
| 5 |
Jane Street
New York
|
-$1.13M |
IYY Hedge Fund Activity: Q3 2019 in Review
146 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2019, worth a combined $289M — up 2.1% from $283M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IYY and 11 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 33 added.
The largest buyer was Credit Suisse, adding an estimated $14.7M. The largest seller was Comerica Bank, cutting an estimated $7.07M.
- 146 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2019, down from 149 in Q2 2019.
- Funds reported $289M of iShares Dow Jones US ETF stock for Q3 2019, up 2.1% quarter-over-quarter.
- 11 funds opened new iShares Dow Jones US ETF positions in Q3 2019 and 14 closed out, a net change of -3 holders.
- The largest iShares Dow Jones US ETF buyer in Q3 2019 was Credit Suisse, an estimated $14.7M added.
- The largest iShares Dow Jones US ETF seller in Q3 2019 was Comerica Bank, an estimated $7.07M sold.
Based on aggregated 13F filings for Q3 2019.