IYY icon

iShares Dow Jones US ETF
IYY

Overview Fund Activity

102 hedge funds and large institutions have $285M invested in iShares Dow Jones US ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
29
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$74.1M
2
LPL Financial
2
LPL Financial
California
$22.8M
3
Wells Fargo
3
Wells Fargo
California
$30.8M
4
Bank of America
4
Bank of America
North Carolina
$8.97M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.36M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$31.7M
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.95M
5
RJA
5
Raymond James & Associates
Florida
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
76
FineMark National Bank & Trust
Florida
$130K – – –
AWM
77
AllSquare Wealth Management
New York
$77K -$56.5K -1,116 -42%
AFP
78
Ausdal Financial Partners
Iowa
$73K +$73K +1,428 New
TIM
79
Tortoise Investment Management
New York
$53K – – –
IWM
80
Integrated Wealth Management
California
$48K +$103 +2 +0.2%
WA
81
WFG Advisors
Texas
$44K +$102 +2 +0.2%
HFA
82
High Falls Advisors
New York
$41K +$41K +800 New
BlackRock
83
BlackRock
New York
$37K +$37K +730 New
NFG
84
Next Financial Group
Texas
$36K – – –
CCS
85
Crosspoint Capital Strategies
California
$31K +$31K +600 New
FCCM
86
First City Capital Management
Georgia
$30.6K – – –
NSIM
87
North Star Investment Management
Illinois
$25K – – –
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$21K – – –
VIA
89
Vantage Investment Advisors
Pennsylvania
$20K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$20K +$10K +200 +100%
MA
91
MCF Advisors
Kentucky
$19K +$19K +380 New
EK
92
Evensky & Katz
Florida
$16K – – –
ACM
93
Argentus Capital Management
Texas
$15K – – –
RFA
94
Reilly Financial Advisors
California
$6K – – –
DSC
95
Duncker Streett & Co
Missouri
$5K -$1.7K -34 -25%
ADL
96
Asset Dedication LLC
California
$5K +$5K +96 New
AA
97
AlphaMark Advisors
Kentucky
$4K – – –
PAIM
98
Punch & Associates Investment Management
Minnesota
$2.55K +$2.55K +50 New
KTC
99
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
TCM
100
Tradewinds Capital Management
Washington
$2K – – –
1 2 3
4
5