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iShares Dow Jones US ETF
IYY

204 hedge funds and large institutions have $339M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

3% more funds holding

Funds holding: 199 → 204 (+5)

0.52% more ownership

Funds ownership: 20.94% → 21.45% (+0.52%)

2% less capital invested

Capital invested by funds: $345M → $339M (-$5.66M)

17% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
204
Holders Change
+5
Holders Change %
+2.51%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
43
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.85M
2
Comerica Bank
Comerica Bank
Texas
+$3.67M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.92M
4
Goldman Sachs
Goldman Sachs
New York
+$2.81M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.62M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.07M
2
EWA
EP Wealth Advisors
California
-$4.13M
3
GVAG
Great Valley Advisor Group
Delaware
-$2.54M
4
BFS
Bard Financial Services
Connecticut
-$2.44M
5
Ameriprise
Ameriprise
Minnesota
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
76
Founders Financial Securities
Maryland
$689K -$326 -3 -0%
NAS
77
NWF Advisory Services
California
$682K – – –
KAS
78
Kestra Advisory Services
Texas
$672K -$1.2K -11 -0.2%
CWM
79
Centric Wealth Management
Illinois
$654K – – –
BA
80
Ballew Advisors
Mississippi
$644K -$107K -985 -14%
WCM
81
Washburn Capital Management
Florida
$637K -$3.26K -30 -0.5%
SCG
82
Sonata Capital Group
Washington
$632K – – –
PFPT
83
Pinnacle Financial Partners (Tennessee)
Tennessee
$615K – – –
VFG
84
V2 Financial group
Illinois
$606K – – –
RJT
85
Raymond James Trust
Florida
$603K +$58.6K +539 +10%
Lido Advisors
86
Lido Advisors
California
$594K +$619K +5,688 New
JWCA
87
J.W. Cole Advisors
Florida
$578K +$17.2K +158 +3%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$573K – – –
KPWS
89
Kestra Private Wealth Services
Texas
$546K – – –
NFP
90
Narus Financial Partners
Utah
$541K – – –
Northern Trust
91
Northern Trust
Illinois
$538K +$560K +5,150 New
BPWM
92
Badgley Phelps Wealth Managers
Washington
$513K – – –
FAG
93
Fortitude Advisory Group
Washington
$465K – – –
SF
94
Synovus Financial
Georgia
$463K -$9.03K -83 -2%
Corient Private Wealth
95
Corient Private Wealth
Florida
$454K – – –
LFG
96
Larson Financial Group
Missouri
$447K +$138K +1,270 +42%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$438K -$1.15M -10,592 -72%
HIG
98
Heritage Investment Group
Florida
$428K – – –
GAMC
99
Garner Asset Management Corp
Texas
$416K – – –
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$404K +$138K +1,265 +49%
2 3
4
5 6

IYY Hedge Fund Activity: Q3 2023 in Review

204 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2023, worth a combined $339M — down 1.6% from $345M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IYY positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 52 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.85M. The largest seller was Bank of Montreal, cutting an estimated $5.07M.

  • 204 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2023, up from 199 in Q2 2023.
  • Funds reported $339M of iShares Dow Jones US ETF stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 15 funds opened new iShares Dow Jones US ETF positions in Q3 2023 and 8 closed out, a net change of +7 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.85M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2023 was Bank of Montreal, an estimated $5.07M sold.

Based on aggregated 13F filings for Q3 2023.