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iShares Dow Jones US ETF
IYY

193 hedge funds and large institutions have $302M invested in iShares Dow Jones US ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $293K | Put options by funds: $66K

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

1% more funds holding

Funds holding: 191 → 193 (+2)

1.28% less ownership

Funds ownership: 22.37% → 21.09% (-1.3%)

9% less capital invested

Capital invested by funds: $331M → $302M (-$28.8M)

37% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 60

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
38
Reduced
60
Closed
13
Calls
$293K
Puts
$66K
Net Calls
+$227K
Net Calls Change
+$226K

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$11.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.66M
4
LPL Financial
LPL Financial
California
+$819K
5
CG
Cutler Group
California
+$482K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$10.2M
2
Bank of America
Bank of America
North Carolina
-$8.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.04M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.31M
5
FC
Financial Consulate
Maryland
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
76
Raymond James Trust
Florida
$645K – – –
KAS
77
Kestra Advisory Services
Texas
$634K -$160K -1,641 -21%
CWM
78
Centric Wealth Management
Illinois
$625K -$104K -1,064 -15%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$608K -$114K -1,166 -16%
SCG
80
Sonata Capital Group
Washington
$605K -$48.9K -500 -8%
PFPT
81
Pinnacle Financial Partners (Tennessee)
Tennessee
$589K – – –
VFG
82
V2 Financial group
Illinois
$580K – – –
FFS
83
Founders Financial Securities
Maryland
$567K +$60.3K +617 +12%
TRCT
84
Tower Research Capital (TRC)
New York
$563K -$419K -4,282 -43%
JWCA
85
J.W. Cole Advisors
Florida
$538K +$196 +2 +0%
KM
86
Kalos Management
Georgia
$530K -$293 -3 -0.1%
NFP
87
Narus Financial Partners
Utah
$518K – – –
KPWS
88
Kestra Private Wealth Services
Texas
$517K -$10.7K -109 -2%
PCA
89
Prosperity Capital Advisors
Ohio
$500K +$248K +2,539 +103%
CG
90
Cutler Group
California
$493K +$482K +4,933 New
BPWM
91
Badgley Phelps Wealth Managers
Washington
$491K – – –
Goldman Sachs
92
Goldman Sachs
New York
$490K – – –
SF
93
Synovus Financial
Georgia
$466K +$978 +10 +0.2%
VAFP
94
Vahanian & Associates Financial Planning
New York
$420K – – –
CIBC World Market
95
CIBC World Market
Ontario, Canada
$410K – – –
HIG
96
Heritage Investment Group
Florida
$410K – – –
CF
97
Centaurus Financial
California
$398K -$3.52K -36 -0.9%
GAMC
98
Garner Asset Management Corp
Texas
$398K +$782 +8 +0.2%
EWM
99
Empirical Wealth Management
Washington
$378K – – –
NA
100
NewEdge Advisors
Louisiana
$367K +$196 +2 +0.1%
2 3
4
5 6

IYY Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2023, worth a combined $302M — down 8.7% from $331M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IYY positions and 13 closed out — a net gain of 8 holders — while 38 added to existing stakes and 60 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $11.2M. The largest seller was Osaic Holdings, cutting an estimated $10.2M.

  • 193 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2023, up from 191 in Q4 2022.
  • Funds reported $302M of iShares Dow Jones US ETF stock for Q1 2023, down 8.7% quarter-over-quarter.
  • 21 funds opened new iShares Dow Jones US ETF positions in Q1 2023 and 13 closed out, a net change of +8 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $11.2M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2023 was Osaic Holdings, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2023.