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iShares Dow Jones US ETF
IYY

149 hedge funds and large institutions have $283M invested in iShares Dow Jones US ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $296M → $283M (-$12.3M)

2.72% less ownership

Funds ownership: 49.74% → 47.02% (-2.7%)

3% less funds holding

Funds holding: 154 → 149 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

35% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 52

Holders
149
Holders Change
-5
Holders Change %
-3.25%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
34
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.43M
2
UBS Group
UBS Group
Switzerland
+$1.79M
3
UCFA
United Capital Financial Advisors
Texas
+$777K
4
AG
Advisor Group
Arizona
+$698K
5
LPL Financial
LPL Financial
California
+$582K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.84M
2
CS
Credit Suisse
Switzerland
-$7.31M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.44M
4
Bank of America
Bank of America
North Carolina
-$2.37M
5
Morgan Stanley
Morgan Stanley
New York
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
76
Narus Financial Partners
Utah
$378K +$372K +5,176 New
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$369K -$21.6K -300 -6%
BSW
78
Buckingham Strategic Wealth
Missouri
$368K – – –
AAS
79
Avantax Advisory Services
Texas
$357K +$56.2K +782 +19%
US Bancorp
80
US Bancorp
Minnesota
$353K -$719 -10 -0.2%
SS
81
Sunbelt Securities
Texas
$346K -$1.44K -20 -0.4%
DC
82
Davenport & Co
Virginia
$340K +$10.1K +140 +3%
BHBT
83
Burke & Herbert Bank & Trust
Virginia
$339K – – –
CHA
84
Cooper/Haims Advisors
New York
$339K – – –
NSAM
85
North Star Asset Management
Wisconsin
$321K – – –
SIAP
86
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$297K +$431 +6 +0.1%
CWM
87
CCG Wealth Management
California
$296K -$17.2K -240 -6%
MMHP
88
Murphy Middleton Hinkle & Parker
Georgia
$292K – – –
SF
89
Synovus Financial
Georgia
$291K – – –
EDRIA
90
Edmonds Duncan Registered Investment Advisors
Kansas
$288K -$15.5K -216 -5%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$285K +$37.5K +522 +15%
RJT
92
Raymond James Trust
Florida
$270K +$43.1K +600 +19%
PCA
93
Personal Capital Advisors
California
$266K +$25K +348 +11%
Mariner
94
Mariner
Kansas
$266K +$262K +3,640 New
CIA
95
Capital Investment Advisors
Georgia
$265K +$144 +2 +0.1%
PGAM
96
Princeton Global Asset Management
New Jersey
$263K – – –
IFWM
97
Institute for Wealth Management
Colorado
$256K +$252K +3,506 New
BF
98
BOK Financial
Oklahoma
$241K -$4.31K -60 -2%
EWM
99
Edge Wealth Management
New York
$234K – – –
GWM
100
Geneos Wealth Management
Colorado
$229K – – –
2 3
4
5 6

IYY Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2019, worth a combined $283M — down 4.2% from $296M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IYY and 10 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 34 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.43M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.84M.

  • 149 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2019, down from 154 in Q1 2019.
  • Funds reported $283M of iShares Dow Jones US ETF stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 10 funds opened new iShares Dow Jones US ETF positions in Q2 2019 and 13 closed out, a net change of -3 holders.
  • The largest iShares Dow Jones US ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $3.43M added.
  • The largest iShares Dow Jones US ETF seller in Q2 2019 was Raymond James Financial Services Advisors, an estimated $8.84M sold.

Based on aggregated 13F filings for Q2 2019.