iShares Dow Jones US ETF
186 hedge funds and large institutions have $364M invested in iShares Dow Jones US ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
2% more funds holding
Funds holding: 182 → 186 (+4)
0.59% less ownership
Funds ownership: 22.36% → 21.77% (-0.59%)
3% less capital invested
Capital invested by funds: $374M → $364M (-$9.98M)
27% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.17M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$2.86M |
| 3 |
Goldman Sachs
New York
|
+$2.65M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.2M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.76M |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.56M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.76M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.27M |
IYY Hedge Fund Activity: Q3 2021 in Review
186 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2021, worth a combined $364M — down 2.7% from $374M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IYY positions and 7 closed out — a net gain of 8 holders — while 40 added to existing stakes and 55 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.17M. The largest seller was Bank of America, cutting an estimated $8.76M.
- 186 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2021, up from 182 in Q2 2021.
- Funds reported $364M of iShares Dow Jones US ETF stock for Q3 2021, down 2.7% quarter-over-quarter.
- 15 funds opened new iShares Dow Jones US ETF positions in Q3 2021 and 7 closed out, a net change of +8 holders.
- The largest iShares Dow Jones US ETF buyer in Q3 2021 was Morgan Stanley, an estimated $3.17M added.
- The largest iShares Dow Jones US ETF seller in Q3 2021 was Bank of America, an estimated $8.76M sold.
Based on aggregated 13F filings for Q3 2021.