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iShares Dow Jones US ETF
IYY

191 hedge funds and large institutions have $331M invested in iShares Dow Jones US ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

17% more capital invested

Capital invested by funds: $284M → $331M (+$47M)

1.22% more ownership

Funds ownership: 21.15% → 22.37% (+1.2%)

1% more funds holding

Funds holding: 189 → 191 (+2)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
54
Reduced
44
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$7K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$7.84M
2
GVAG
Great Valley Advisor Group
Delaware
+$5.06M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.65M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.6M
5
FC
Financial Consulate
Maryland
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.56M
2
TA
Townsend & Associates
Colorado
-$2.73M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.41M
4
CA
Cetera Advisors
Colorado
-$1.84M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
76
Washburn Capital Management
Florida
$686K -$73K -776 -10%
CWM
77
Centric Wealth Management
Illinois
$684K +$4.42K +47 +0.6%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$677K +$110K +1,165 +19%
GW
79
GW & Wade
Massachusetts
$672K – – –
CA
80
Cortland Associates
Missouri
$657K – – –
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$651K – – –
TF
82
TimeScale Financial
Massachusetts
$649K – – –
CIC
83
Carnegie Investment Counsel
Ohio
$640K +$18.5K +197 +3%
SCG
84
Sonata Capital Group
Washington
$612K – – –
RJT
85
Raymond James Trust
Florida
$603K – – –
PFPT
86
Pinnacle Financial Partners (Tennessee)
Tennessee
$550K – – –
VFG
87
V2 Financial group
Illinois
$542K – – –
JWCA
88
J.W. Cole Advisors
Florida
$502K +$94 +1 +0%
KM
89
Kalos Management
Georgia
$495K -$50.1K -533 -9%
KPWS
90
Kestra Private Wealth Services
Texas
$493K +$94 +1 +0%
NFP
91
Narus Financial Partners
Utah
$484K – – –
FFS
92
Founders Financial Securities
Maryland
$471K +$3.29K +35 +0.7%
BPWM
93
Badgley Phelps Wealth Managers
Washington
$459K – – –
Goldman Sachs
94
Goldman Sachs
New York
$458K – – –
SF
95
Synovus Financial
Georgia
$434K +$1.13K +12 +0.3%
IA
96
IFP Advisors
Florida
$417K -$28.8K -306 -7%
VAFP
97
Vahanian & Associates Financial Planning
New York
$392K – – –
CIBC World Market
98
CIBC World Market
Ontario, Canada
$383K – – –
HIG
99
Heritage Investment Group
Florida
$383K – – –
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$379K -$235K -2,504 -38%
2 3
4
5 6

IYY Hedge Fund Activity: Q4 2022 in Review

191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2022, worth a combined $331M — up 17% from $284M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYY positions and 15 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $7.84M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.56M.

  • 191 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2022, up from 189 in Q3 2022.
  • Funds reported $331M of iShares Dow Jones US ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 22 funds opened new iShares Dow Jones US ETF positions in Q4 2022 and 15 closed out, a net change of +7 holders.
  • The largest iShares Dow Jones US ETF buyer in Q4 2022 was Bank of America, an estimated $7.84M added.
  • The largest iShares Dow Jones US ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2022.