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iShares Dow Jones US ETF
IYY

113 hedge funds and large institutions have $243M invested in iShares Dow Jones US ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $220M → $243M (+$23.5M)

5% more funds holding

Funds holding: 108 → 113 (+5)

4.33% more ownership

Funds ownership: 40.08% → 44.41% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
27
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
Credit Suisse
Switzerland
+$11.4M
2
Morgan Stanley
Morgan Stanley
New York
+$2.61M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.27M
4
MML Investors Services
MML Investors Services
Massachusetts
+$2.1M
5
Bank of America
Bank of America
North Carolina
+$1.66M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.31M
3
Wells Fargo
Wells Fargo
California
-$2.23M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$838K
5
AG
Advisor Group
Arizona
-$722K
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
76
BOK Financial
Oklahoma
$264K +$3K +50 +1%
NA
77
Nottingham Advisors
New York
$251K -$18K -300 -7%
GA
78
Gateway Advisory
New Jersey
$246K – – –
MWM
79
Mission Wealth Management
California
$243K – – –
SF
80
Synovus Financial
Georgia
$242K -$10.2K -170 -4%
SIAP
81
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$239K +$46.1K +768 +17%
CIA
82
Capital Investment Advisors
Georgia
$219K – – –
BSW
83
Buckingham Strategic Wealth
Missouri
$214K +$212K +3,526 New
Northern Trust
84
Northern Trust
Illinois
$203K +$201K +3,340 New
EWM
85
Edge Wealth Management
New York
$194K – – –
IA
86
IFP Advisors
Florida
$193K -$9.01K -150 -5%
WTC
87
WhitTier Trust Company
Nevada
$152K – – –
GWM
88
Geneos Wealth Management
Colorado
$149K -$7.21K -120 -5%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$133K +$63.3K +1,054 +92%
PCP
90
Proficio Capital Partners
Massachusetts
$124K – – –
SIAS
91
Shine Investment Advisory Services
Colorado
$115K +$114K +1,900 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$113K – – –
SA
93
SRH Advisors
Kansas
$113K – – –
CDIA
94
Capital Directions Investment Advisors
Georgia
$107K +$106K +1,756 New
SEI Investments
95
SEI Investments
Pennsylvania
$99K – – –
GT
96
Glenmede Trust
Pennsylvania
$88K – – –
IF
97
Ironwood Financial
Arizona
$77K – – –
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$68K – – –
NFG
99
Next Financial Group
Texas
$58K – – –
WA
100
WFG Advisors
Texas
$49K +$40.9K +680 +567%
1 2 3
4
5

IYY Hedge Fund Activity: Q2 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2017, worth a combined $243M — up 11% from $220M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IYY positions and 10 closed out — a net gain of 6 holders — while 27 added to existing stakes and 36 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $11.4M. The largest seller was Jane Street, cutting an estimated $2.4M.

  • 113 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2017, up from 108 in Q1 2017.
  • Funds reported $243M of iShares Dow Jones US ETF stock for Q2 2017, up 11% quarter-over-quarter.
  • 16 funds opened new iShares Dow Jones US ETF positions in Q2 2017 and 10 closed out, a net change of +6 holders.
  • The largest iShares Dow Jones US ETF buyer in Q2 2017 was Credit Suisse, an estimated $11.4M added.
  • The largest iShares Dow Jones US ETF seller in Q2 2017 was Jane Street, an estimated $2.4M sold.

Based on aggregated 13F filings for Q2 2017.