IYY icon

iShares Dow Jones US ETF
IYY

Overview Fund Activity

198 hedge funds and large institutions have $344M 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.

Holders
198
Holders Change
+6
Holders Change %
+3.13%
% 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

1
Goldman Sachs
1
Goldman Sachs
New York
$5.42M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.19M
3
Ameriprise
3
Ameriprise
Minnesota
$4.14M
4
EWA
4
EP Wealth Advisors
California
$2.07M
5
RWM
5
Ritholtz Wealth Management
New York
$1.64M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$2.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.74M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.61M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$698K +$11.6K +107 +2%
PCA
77
Prosperity Capital Advisors
Ohio
$691K +$150K +1,386 +28%
CWM
78
Centric Wealth Management
Illinois
$673K +$1.18K +11 +0.2%
WCM
79
Washburn Capital Management
Florida
$664K -$60.7K -560 -8%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$659K +$108 +1 +0%
SCG
81
Sonata Capital Group
Washington
$655K +$541 +5 +0.1%
PFP
82
Pinnacle Financial Partners
Tennessee
$637K – – –
VFG
83
V2 Financial group
Illinois
$628K – – –
KM
84
Kalos Management
Georgia
$623K +$49.5K +457 +9%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$594K -$800K -7,384 -57%
JWCA
86
J.W. Cole Advisors
Florida
$582K +$217 +2 +0%
RJT
87
Raymond James Trust
Florida
$567K -$131K -1,214 -19%
KPWS
88
Kestra Private Wealth Services
Texas
$566K +$5.53K +51 +1%
NFP
89
Narus Financial Partners
Utah
$561K – – –
BPWM
90
Badgley Phelps Wealth Managers
Washington
$532K – – –
SF
91
Synovus Financial
Georgia
$489K -$15.7K -145 -3%
FAG
92
Fortitude Advisory Group
Washington
$483K +$244K +2,252 +102%
Corient Private Wealth
93
Corient Private Wealth
Florida
$470K +$210K +1,934 +80%
VAFP
94
Vahanian & Associates Financial Planning
New York
$454K – – –
CIBC World Market
95
CIBC World Market
Ontario, Canada
$444K – – –
HIG
96
Heritage Investment Group
Florida
$444K – – –
GAMC
97
Garner Asset Management Corp
Texas
$431K +$974 +9 +0.2%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$412K +$143K +1,320 +53%
EWM
99
Empirical Wealth Management
Washington
$409K – – –
NA
100
NewEdge Advisors
Louisiana
$404K +$650 +6 +0.2%
2 3
4
5 6