iShares Dow Jones US ETF
236 hedge funds and large institutions have $485M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.
164% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 11
8% more capital invested
Capital invested by funds: $448M → $485M (+$37M)
7% more funds holding
Funds holding: 220 → 236 (+16)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 61
1.1% less ownership
Funds ownership: 22.94% → 21.83% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$3.23M |
| 2 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$3.01M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$3.01M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$2.18M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.17M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.64M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.92M |
| 5 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$1.48M |
IYY Hedge Fund Activity: Q3 2024 in Review
236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2024, worth a combined $485M — up 8.3% from $448M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IYY positions and 11 closed out — a net gain of 18 holders — while 59 added to existing stakes and 61 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.23M. The largest seller was PNC Financial Services Group, cutting an estimated $4.17M.
- 236 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2024, up from 220 in Q2 2024.
- Funds reported $485M of iShares Dow Jones US ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
- 29 funds opened new iShares Dow Jones US ETF positions in Q3 2024 and 11 closed out, a net change of +18 holders.
- The largest iShares Dow Jones US ETF buyer in Q3 2024 was Flow Traders U.S., an estimated $3.23M added.
- The largest iShares Dow Jones US ETF seller in Q3 2024 was PNC Financial Services Group, an estimated $4.17M sold.
Based on aggregated 13F filings for Q3 2024.