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iShares Dow Jones US ETF
IYY

85 hedge funds and large institutions have $205M invested in iShares Dow Jones US ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $171M → $205M (+$34.3M)

5.83% more ownership

Funds ownership: 40.44% → 46.26% (+5.8%)

5% more funds holding

Funds holding: 81 → 85 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
23
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
+$17.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.37M
4
CA
Cetera Advisors
Colorado
+$579K
5
TNB
Thomasville National Bank
Georgia
+$395K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.38M
2
PI
Placemark Investments
Illinois
-$983K
3
WA
WESPAC Advisors
California
-$824K
4
LPL Financial
LPL Financial
California
-$653K
5
Wells Fargo
Wells Fargo
California
-$535K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSI
76
Pinnacle Summer Investments
Virginia
$23K – – –
VIA
77
Vantage Investment Advisors
Pennsylvania
$19K – – –
BRWM
78
B. Riley Wealth Management
Tennessee
$16K +$15.8K +340 New
EK
79
Evensky & Katz
Florida
$15K – – –
DSC
80
Duncker Streett & Co
Missouri
$6K – – –
HR
81
Howe & Rusling
New York
$6K +$6.14K +132 New
CFS
82
Community Financial System
New York
$5K – – –
HRIA
83
Haberer Registered Investment Advisor
Ohio
$5K – – –
EMA
84
Efficient Market Advisors
California
$2K -$465 -10 -23%
KTC
85
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
PI
86
Placemark Investments
Illinois
– -$983K -21,044 Closed
CS
87
Credit Suisse
Switzerland
– -$315K -6,740 Closed
DC
88
Davenport & Co
Virginia
– -$276K -5,910 Closed
FFS
89
Founders Financial Securities
Maryland
– -$273K -5,860 Closed
HI
90
Horizon Investments
North Carolina
– -$273K -5,860 Closed
BRWA
91
B. Riley Wealth Advisors
Florida
– -$251K -5,372 Closed
Invesco
92
Invesco
Georgia
– -$9K -200 Closed
1 2 3
4

IYY Hedge Fund Activity: Q1 2014 in Review

85 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2014, worth a combined $205M — up 20% from $171M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IYY positions and 7 closed out — a net gain of 4 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $17.9M. The largest seller was Morgan Stanley, cutting an estimated $2.38M.

  • 85 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2014, up from 81 in Q4 2013.
  • Funds reported $205M of iShares Dow Jones US ETF stock for Q1 2014, up 20% quarter-over-quarter.
  • 11 funds opened new iShares Dow Jones US ETF positions in Q1 2014 and 7 closed out, a net change of +4 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2014 was Beaumont Financial Advisors, an estimated $17.9M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2014 was Morgan Stanley, an estimated $2.38M sold.

Based on aggregated 13F filings for Q1 2014.