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iShares Dow Jones US ETF
IYY

154 hedge funds and large institutions have $285M invested in iShares Dow Jones US ETF in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

7% more capital invested

Capital invested by funds: $265M → $285M (+$19.8M)

5% more funds holding

Funds holding: 146 → 154 (+8)

0.74% more ownership

Funds ownership: 43.75% → 44.49% (+0.74%)

43% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
154
Holders Change
+8
Holders Change %
+5.48%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
32
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.03M
2
TA
Townsend & Associates
Colorado
+$3.58M
3
AAS
Avantax Advisory Services
Texas
+$1.17M
4
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
+$1.1M
5
Osaic Holdings
Osaic Holdings
Arizona
+$459K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$2.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
3
Morgan Stanley
Morgan Stanley
New York
-$1.82M
4
LWA
Lowe Wealth Advisors
Maryland
-$1.71M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVC
76
Eidelman Virant Capital
Missouri
$409K +$401K +4,880 New
TRCT
77
Tower Research Capital (TRC)
New York
$408K -$1.4M -16,990 -78%
SC
78
Scotia Capital
Ontario, Canada
$407K -$53K -644 -12%
CAN
79
Claraphi Advisory Network
United States
$406K -$19.9K -242 -5%
CWM
80
Centric Wealth Management
Illinois
$401K -$4.77K -58 -1%
US Bancorp
81
US Bancorp
Minnesota
$400K -$329 -4 -0.1%
MAFM
82
Mid Atlantic Financial Management
Pennsylvania
$371K +$329 +4 +0.1%
NSAM
83
North Star Asset Management
Wisconsin
$367K – – –
KPWS
84
Kestra Private Wealth Services
Texas
$366K +$361K +4,392 New
SS
85
Sunbelt Securities
Texas
$362K – – –
BHBT
86
Burke & Herbert Bank & Trust
Virginia
$344K -$9.54K -116 -3%
William Blair & Company
87
William Blair & Company
Illinois
$342K +$494 +6 +0.1%
FCFC
88
First Citizens Financial Corp
Iowa
$336K – – –
MMHP
89
Murphy Middleton Hinkle & Parker
Georgia
$333K – – –
GAMC
90
Garner Asset Management Corp
Texas
$322K +$1.15K +14 +0.4%
CHA
91
Cooper/Haims Advisors
New York
$317K -$41.1K -500 -12%
CBT
92
Central Bank & Trust
Kentucky
$310K +$306K +3,720 New
CIA
93
Capital Investment Advisors
Georgia
$303K -$65.6K -798 -18%
PGAM
94
Princeton Global Asset Management
New Jersey
$300K – – –
NA
95
Nottingham Advisors
New York
$292K +$1.65K +20 +0.6%
CWM
96
CCG Wealth Management
California
$276K – – –
EWM
97
Edge Wealth Management
New York
$267K – – –
EAM
98
Evanson Asset Management
California
$267K +$987 +12 +0.4%
BF
99
BOK Financial
Oklahoma
$259K -$6.58K -80 -3%
GWM
100
Geneos Wealth Management
Colorado
$257K – – –
2 3
4
5 6

IYY Hedge Fund Activity: Q3 2020 in Review

154 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2020, worth a combined $285M — up 7.5% from $265M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IYY positions and 11 closed out — a net gain of 8 holders — while 32 added to existing stakes and 56 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $6.03M. The largest seller was HighTower Advisors, cutting an estimated $2.9M.

  • 154 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2020, up from 146 in Q2 2020.
  • Funds reported $285M of iShares Dow Jones US ETF stock for Q3 2020, up 7.5% quarter-over-quarter.
  • 19 funds opened new iShares Dow Jones US ETF positions in Q3 2020 and 11 closed out, a net change of +8 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $6.03M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2020 was HighTower Advisors, an estimated $2.9M sold.

Based on aggregated 13F filings for Q3 2020.