iShares Dow Jones US ETF
105 hedge funds and large institutions have $189M invested in iShares Dow Jones US ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
6% more capital invested
Capital invested by funds: $178M → $189M (+$11.2M)
2% more funds holding
Funds holding: 103 → 105 (+2)
0.98% more ownership
Funds ownership: 39.1% → 40.08% (+0.98%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
28% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.81M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$3.43M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.14M |
| 4 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$1.34M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$830K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.77M |
| 2 |
Goldman Sachs
New York
|
-$5.16M |
| 3 |
Morgan Stanley
New York
|
-$1.29M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$758K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$495K |
IYY Hedge Fund Activity: Q3 2016 in Review
105 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2016, worth a combined $189M — up 6.3% from $178M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IYY positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 36 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.81M. The largest seller was Susquehanna International Group, cutting an estimated $5.77M.
- 105 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2016, up from 103 in Q2 2016.
- Funds reported $189M of iShares Dow Jones US ETF stock for Q3 2016, up 6.3% quarter-over-quarter.
- 10 funds opened new iShares Dow Jones US ETF positions in Q3 2016 and 8 closed out, a net change of +2 holders.
- The largest iShares Dow Jones US ETF buyer in Q3 2016 was Envestnet Asset Management, an estimated $4.81M added.
- The largest iShares Dow Jones US ETF seller in Q3 2016 was Susquehanna International Group, an estimated $5.77M sold.
Based on aggregated 13F filings for Q3 2016.