IYY icon

iShares Dow Jones US ETF
IYY

Overview Fund Activity

198 hedge funds and large institutions have $344M invested in iShares Dow Jones US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
198
Holders Change
+6
Holders Change %
+3.13%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
51
Reduced
54
Closed
12
Calls
$244K
Puts
$22K
Net Calls
+$222K
Net Calls Change
-$5K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.42M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.19M
3
Ameriprise
3
Ameriprise
Minnesota
$4.14M
4
EWA
4
EP Wealth Advisors
California
$2.07M
5
RWM
5
Ritholtz Wealth Management
New York
$1.64M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$2.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.74M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.61M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
51
Seven Mile Advisory
New Jersey
$1.01M +$1.01M +9,306 New
KWM
52
Kaydan Wealth Management
Michigan
$1.01M – – –
MA
53
Mutual Advisors
Nebraska
$1M +$2.49K +23 +0.2%
MC
54
Mathes Company
New York
$997K +$997K +9,200 New
Brown Advisory
55
Brown Advisory
Maryland
$985K -$2.38K -22 -0.2%
CAN
56
Cetera Advisor Networks
California
$975K -$42.7K -394 -4%
SS
57
Sunbelt Securities
Texas
$971K -$19.1K -176 -2%
EIP
58
Ellis Investment Partners
Pennsylvania
$969K -$70.3K -649 -7%
KLI
59
Kelman-Lazarov Inc
Tennessee
$959K – – –
IWM
60
IHT Wealth Management
Illinois
$927K +$2.93K +27 +0.3%
GG
61
GenWealth Group
New Jersey
$914K -$5.2K -48 -0.6%
CFB
62
Cullen/Frost Bankers
Texas
$880K +$2.28K +21 +0.3%
BRWA
63
B. Riley Wealth Advisors
Florida
$872K -$31.5K -291 -3%
Fayez Sarofim & Co
64
Fayez Sarofim & Co
Texas
$867K – – –
Mariner
65
Mariner
Kansas
$863K -$2.6K -24 -0.3%
OIA
66
OneDigital Investment Advisors
Kansas
$821K +$2.17K +20 +0.3%
BSW
67
Buckingham Strategic Wealth
Missouri
$815K – – –
TF
68
TimeScale Financial
Massachusetts
$812K +$2.06K +19 +0.3%
CIC
69
Carnegie Investment Counsel
Ohio
$805K +$13.3K +123 +2%
BA
70
Ballew Advisors
Mississippi
$779K – – –
GW
71
GW & Wade
Massachusetts
$778K – – –
MML Investors Services
72
MML Investors Services
Massachusetts
$776K -$46K -425 -6%
CA
73
Cortland Associates
Missouri
$761K – – –
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$755K – – –
FFS
75
Founders Financial Securities
Maryland
$715K +$101K +935 +17%
1 2
3
4 5