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iShares Dow Jones US ETF
IYY

199 hedge funds and large institutions have $345M invested in iShares Dow Jones US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,009% more call options, than puts

Call options by funds: $244K | Put options by funds: $22K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $302M → $345M (+$42.4M)

3% more funds holding

Funds holding: 193 → 199 (+6)

0.15% less ownership

Funds ownership: 21.09% → 20.94% (-0.15%)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
199
Holders Change
+6
Holders Change %
+3.11%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
51
Reduced
54
Closed
12
Calls
$244K
Puts
$22K
Net Calls
+$222K
Net Calls Change
-$5K

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$4.63M
2
Goldman Sachs
Goldman Sachs
New York
+$4.61M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.01M
4
Ameriprise
Ameriprise
Minnesota
+$1.99M
5
RWM
Ritholtz Wealth Management
New York
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
-$12.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.12M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.67M
4
LPL Financial
LPL Financial
California
-$1.38M
5
FTUS
Flow Traders U.S.
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
76
NWF Advisory Services
California
$707K – – –
KAS
77
Kestra Advisory Services
Texas
$698K +$10.9K +107 +2%
PCA
78
Prosperity Capital Advisors
Ohio
$691K +$142K +1,386 +28%
CWM
79
Centric Wealth Management
Illinois
$673K +$1.13K +11 +0.2%
WCM
80
Washburn Capital Management
Florida
$664K -$57.3K -560 -8%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$659K +$102 +1 +0%
SCG
82
Sonata Capital Group
Washington
$655K +$511 +5 +0.1%
PFPT
83
Pinnacle Financial Partners (Tennessee)
Tennessee
$637K – – –
VFG
84
V2 Financial group
Illinois
$628K – – –
KM
85
Kalos Management
Georgia
$623K +$46.7K +457 +9%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$594K -$755K -7,384 -57%
JWCA
87
J.W. Cole Advisors
Florida
$582K +$205 +2 +0%
RJT
88
Raymond James Trust
Florida
$567K -$124K -1,214 -19%
KPWS
89
Kestra Private Wealth Services
Texas
$566K +$5.22K +51 +1%
NFP
90
Narus Financial Partners
Utah
$561K – – –
BPWM
91
Badgley Phelps Wealth Managers
Washington
$532K – – –
SF
92
Synovus Financial
Georgia
$489K -$14.8K -145 -3%
FAG
93
Fortitude Advisory Group
Washington
$483K +$230K +2,252 +102%
Corient Private Wealth
94
Corient Private Wealth
Florida
$470K +$198K +1,934 +80%
VAFP
95
Vahanian & Associates Financial Planning
New York
$454K – – –
CIBC World Market
96
CIBC World Market
Ontario, Canada
$444K – – –
HIG
97
Heritage Investment Group
Florida
$444K – – –
GAMC
98
Garner Asset Management Corp
Texas
$431K +$921 +9 +0.2%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$412K +$135K +1,320 +53%
EWM
100
Empirical Wealth Management
Washington
$409K – – –
2 3
4
5 6

IYY Hedge Fund Activity: Q2 2023 in Review

199 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2023, worth a combined $345M — up 14% from $302M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IYY positions and 12 closed out — a net gain of 8 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $4.63M. The largest seller was Money Concepts Capital, cutting an estimated $12.5M.

  • 199 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2023, up from 193 in Q1 2023.
  • Funds reported $345M of iShares Dow Jones US ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 20 funds opened new iShares Dow Jones US ETF positions in Q2 2023 and 12 closed out, a net change of +8 holders.
  • The largest iShares Dow Jones US ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $4.63M added.
  • The largest iShares Dow Jones US ETF seller in Q2 2023 was Money Concepts Capital, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2023.