iShares Dow Jones US ETF
81 hedge funds and large institutions have $171M invested in iShares Dow Jones US ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
25% more funds holding
Funds holding: 65 → 81 (+16)
12% more capital invested
Capital invested by funds: $152M → $171M (+$18.3M)
0.27% more ownership
Funds ownership: 40.17% → 40.44% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.47M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.42M |
| 3 |
MC
Mathes Company
New York
|
+$1.11M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$762K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$562K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.16M |
| 2 |
JP Morgan Chase
New York
|
-$1.56M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$584K |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$129K |
| 5 |
Citigroup
New York
|
-$87.3K |
IYY Hedge Fund Activity: Q4 2013 in Review
81 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2013, worth a combined $171M — up 12% from $152M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IYY positions and 1 closed out — a net gain of 18 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.47M. The largest seller was Bank of America, cutting an estimated $4.16M.
- 81 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2013, up from 65 in Q3 2013.
- Funds reported $171M of iShares Dow Jones US ETF stock for Q4 2013, up 12% quarter-over-quarter.
- 19 funds opened new iShares Dow Jones US ETF positions in Q4 2013 and 1 closed out, a net change of +18 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2013 was Wells Fargo, an estimated $2.47M added.
- The largest iShares Dow Jones US ETF seller in Q4 2013 was Bank of America, an estimated $4.16M sold.
Based on aggregated 13F filings for Q4 2013.