iShares Dow Jones US ETF
101 hedge funds and large institutions have $224M invested in iShares Dow Jones US ETF in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
5% more funds holding
Funds holding: 96 → 101 (+5)
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
3.52% less ownership
Funds ownership: 50.81% → 47.3% (-3.5%)
6% less capital invested
Capital invested by funds: $239M → $224M (-$15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CK
Carnick & Kubik
Colorado Springs,
Colorado
|
+$1.41M |
| 2 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$1.32M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.22M |
| 4 |
WA
WESPAC Advisors
Orinda,
California
|
+$1.03M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$920K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$13.5M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$12M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.85M |
| 5 |
SG Americas Securities
New York
|
-$2.7M |
IYY Hedge Fund Activity: Q4 2014 in Review
101 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2014, worth a combined $224M — down 6.3% from $239M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IYY positions and 16 closed out — a net gain of 8 holders — while 24 added to existing stakes and 25 trimmed.
The largest buyer was Carnick & Kubik, opening a new position worth an estimated $1.41M. The largest seller was AssetMark Inc, cutting an estimated $13.5M.
- 101 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2014, up from 96 in Q3 2014.
- Funds reported $224M of iShares Dow Jones US ETF stock for Q4 2014, down 6.3% quarter-over-quarter.
- 24 funds opened new iShares Dow Jones US ETF positions in Q4 2014 and 16 closed out, a net change of +8 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2014 was Carnick & Kubik, an estimated $1.41M added.
- The largest iShares Dow Jones US ETF seller in Q4 2014 was AssetMark Inc, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2014.