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iShares Dow Jones US ETF
IYY

154 hedge funds and large institutions have $296M invested in iShares Dow Jones US ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more capital invested

Capital invested by funds: $252M → $296M (+$44.1M)

12% more funds holding

Funds holding: 137 → 154 (+17)

2.01% more ownership

Funds ownership: 47.73% → 49.74% (+2%)

44% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 54

Holders
154
Holders Change
+17
Holders Change %
+12.41%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
30
Reduced
54
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$9.59M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.21M
3
Morgan Stanley
Morgan Stanley
New York
+$5.32M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.27M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
-$11.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.04M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
5
MA
Mutual Advisors
Nebraska
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
76
Sunbelt Securities
Texas
$336K +$323K +4,760 New
BHBT
77
Burke & Herbert Bank & Trust
Virginia
$328K – – –
CHA
78
Cooper/Haims Advisors
New York
$328K +$25.9K +382 +9%
DC
79
Davenport & Co
Virginia
$319K -$26.2K -386 -8%
NSAM
80
North Star Asset Management
Wisconsin
$311K +$299K +4,400 New
CWM
81
CCG Wealth Management
California
$303K -$5.43K -80 -2%
RE
82
RBC Europe
United Kingdom
$293K – – –
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$292K +$3.26K +48 +0.8%
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$291K +$9.51K +140 +4%
AAS
85
Avantax Advisory Services
Texas
$290K +$279K +4,102 New
MMHP
86
Murphy Middleton Hinkle & Parker
Georgia
$282K – – –
SF
87
Synovus Financial
Georgia
$281K – – –
CIA
88
Capital Investment Advisors
Georgia
$256K +$272 +4 +0.1%
PGAM
89
Princeton Global Asset Management
New Jersey
$254K – – –
EK
90
Evensky & Katz
Florida
$242K +$312K +4,596 +1,336%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$239K +$136 +2 +0.1%
BF
92
BOK Financial
Oklahoma
$237K -$36.7K -540 -14%
PCA
93
Personal Capital Advisors
California
$232K +$223K +3,290 New
EWM
94
Edge Wealth Management
New York
$226K – – –
GWM
95
Geneos Wealth Management
Colorado
$222K +$23.1K +340 +12%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$221K +$213K +3,132 New
NA
97
Nottingham Advisors
New York
$220K +$10.2K +150 +5%
EAM
98
Evanson Asset Management
California
$220K +$212K +3,120 New
RJT
99
Raymond James Trust
Florida
$219K +$210K +3,096 New
BIM
100
Baldwin Investment Management
Pennsylvania
$213K +$205K +3,020 New
2 3
4
5 6

IYY Hedge Fund Activity: Q1 2019 in Review

154 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2019, worth a combined $296M — up 18% from $252M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IYY positions and 7 closed out — a net gain of 20 holders — while 30 added to existing stakes and 54 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $9.59M. The largest seller was BB&T Securities, cutting an estimated $11.3M.

  • 154 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2019, up from 137 in Q4 2018.
  • Funds reported $296M of iShares Dow Jones US ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 27 funds opened new iShares Dow Jones US ETF positions in Q1 2019 and 7 closed out, a net change of +20 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2019 was Credit Suisse, an estimated $9.59M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2019 was BB&T Securities, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2019.