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iShares Dow Jones US ETF
IYY

218 hedge funds and large institutions have $453M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

42% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 50

34% more capital invested

Capital invested by funds: $339M → $453M (+$114M)

7% more funds holding

Funds holding: 204 → 218 (+14)

4.6% more ownership

Funds ownership: 21.45% → 26.05% (+4.6%)

Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
71
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$50.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.54M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.48M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.29M
3
WS
Wedbush Securities
California
-$1.83M
4
UBS Group
UBS Group
Switzerland
-$1.2M
5
UCFA
United Capital Financial Advisors
Texas
-$938K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$806K – – –
Lido Advisors
77
Lido Advisors
California
$796K +$124K +1,143 +20%
SWA
78
Stratos Wealth Advisors
Ohio
$793K +$334K +3,071 +82%
MML Investors Services
79
MML Investors Services
Massachusetts
$777K -$28.8K -265 -4%
FFS
80
Founders Financial Securities
Maryland
$770K +$1.3K +12 +0.2%
NAS
81
NWF Advisory Services
California
$761K – – –
CWM
82
Centric Wealth Management
Illinois
$757K +$3.7K +34 +0.5%
UCFA
83
United Capital Financial Advisors
Texas
$745K -$938K -8,629 -57%
BRWA
84
B. Riley Wealth Advisors
Florida
$742K -$95.7K -880 -12%
SCG
85
Sonata Capital Group
Washington
$705K – – –
WCM
86
Washburn Capital Management
Florida
$693K -$16.1K -148 -2%
PFPT
87
Pinnacle Financial Partners (Tennessee)
Tennessee
$686K – – –
VFG
88
V2 Financial group
Illinois
$676K – – –
FFA
89
Farther Finance Advisors
California
$615K +$574K +5,280 New
NFP
90
Narus Financial Partners
Utah
$603K – – –
Northern Trust
91
Northern Trust
Illinois
$600K – – –
KPWS
92
Kestra Private Wealth Services
Texas
$582K -$24.7K -227 -4%
BPWM
93
Badgley Phelps Wealth Managers
Washington
$572K – – –
BA
94
Ballew Advisors
Mississippi
$565K -$146K -1,343 -22%
JWCA
95
J.W. Cole Advisors
Florida
$537K -$101K -930 -17%
FAG
96
Fortitude Advisory Group
Washington
$519K – – –
SF
97
Synovus Financial
Georgia
$519K +$2.5K +23 +0.5%
RJT
98
Raymond James Trust
Florida
$510K -$152K -1,394 -24%
Corient Private Wealth
99
Corient Private Wealth
Florida
$506K +$217 +2 +0%
SFG
100
Sovereign Financial Group
Connecticut
$487K +$455K +4,182 New
2 3
4
5 6

IYY Hedge Fund Activity: Q4 2023 in Review

218 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2023, worth a combined $453M — up 34% from $339M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IYY positions and 10 closed out — a net gain of 15 holders — while 71 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.9M. The largest seller was Goldman Sachs, cutting an estimated $2.48M.

  • 218 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2023, up from 204 in Q3 2023.
  • Funds reported $453M of iShares Dow Jones US ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 25 funds opened new iShares Dow Jones US ETF positions in Q4 2023 and 10 closed out, a net change of +15 holders.
  • The largest iShares Dow Jones US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $50.9M added.
  • The largest iShares Dow Jones US ETF seller in Q4 2023 was Goldman Sachs, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2023.