IYY icon

iShares Dow Jones US ETF
IYY

Overview Fund Activity

219 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
55
Reduced
63
Closed
14
Calls
$860K
Puts
$40K
Net Calls
+$820K
Net Calls Change
+$820K

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$3.24M
2
LPL Financial
2
LPL Financial
California
$43.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.48M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.42M
5
SWA
5
Stratos Wealth Advisors
Ohio
$2.71M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.92M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$26.3M
3
GM
3
GeoWealth Management
Illinois
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.14M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cortland Associates
Missouri
$890K – – –
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$861K -$32.9K -244 -4%
OIA
78
OneDigital Investment Advisors
Kansas
$846K -$92K -695 -10%
CWM
79
Centric Wealth Management
Illinois
$837K +$1.46K +11 +0.2%
FFS
80
Founders Financial Securities
Maryland
$821K -$88.2K -667 -10%
SCG
81
Sonata Capital Group
Washington
$800K – – –
BTWM
82
Brass Tax Wealth Management
Ohio
$794K – – –
GVAG
83
Great Valley Advisor Group
Delaware
$773K -$23.2K -175 -3%
VFG
84
V2 Financial group
Illinois
$771K – – –
PFP
85
Pinnacle Financial Partners
Tennessee
$754K – – –
BSW
86
Buckingham Strategic Wealth
Missouri
$719K – – –
Northern Trust
87
Northern Trust
Illinois
$713K -$286K -2,164 -29%
JWCA
88
J.W. Cole Advisors
Florida
$706K +$96.5K +729 +16%
FFA
89
Farther Finance Advisors
California
$697K -$6.23K -47 -0.9%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$696K -$1.46M -11,060 -68%
NFP
91
Narus Financial Partners
Utah
$685K – – –
WCM
92
Washburn Capital Management
Florida
$685K -$69.7K -527 -9%
BA
93
Ballew Advisors
Mississippi
$664K – – –
UCFA
94
United Capital Financial Advisors
Texas
$642K -$83.2K -629 -11%
OAS
95
Optivise Advisory Services
Tennessee
$630K +$630K +4,759 New
KPWS
96
Kestra Private Wealth Services
Texas
$619K -$6.48K -49 -1%
BPWM
97
Badgley Phelps Wealth Managers
Washington
$597K – – –
SF
98
Synovus Financial
Georgia
$591K +$1.06K +8 +0.2%
RJT
99
Raymond James Trust
Florida
$580K – – –
ST
100
Smithfield Trust
Pennsylvania
$576K +$576K +4,354 New
2 3
4
5 6