iShares Dow Jones US ETF
99 hedge funds and large institutions have $224M invested in iShares Dow Jones US ETF in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
40% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 25
4% more funds holding
Funds holding: 95 → 99 (+4)
1% more capital invested
Capital invested by funds: $223M → $224M (+$1.28M)
0.53% more ownership
Funds ownership: 46.25% → 46.78% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
KeyBank National Association
Cleveland,
Ohio
| – | -$210K | -4,000 | Closed |
|
|
FCCM
102
First City Capital Management
Savannah,
Georgia
| – | -$31.5K | -600 | Closed |
|
|
AA
103
Apriem Advisors
Irvine,
California
| – | -$10K | -200 | Closed |
|
|
WCM
104
Wealthcare Capital Management
Richmond,
Virginia
| – | -$5K | -90 | Closed |
|
|
W
105
Wealthfront
Palo Alto,
California
| – | -$2K | -44 | Closed |
|
IYY Hedge Fund Activity: Q2 2015 in Review
99 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2015, worth a combined $224M — up 0.57% from $223M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IYY positions and 7 closed out — a net gain of 6 holders — while 35 added to existing stakes and 25 trimmed.
The largest buyer was Stifel Financial, adding an estimated $2.93M. The largest seller was LPL Financial, cutting an estimated $2M.
- 99 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2015, up from 95 in Q1 2015.
- Funds reported $224M of iShares Dow Jones US ETF stock for Q2 2015, up 0.57% quarter-over-quarter.
- 13 funds opened new iShares Dow Jones US ETF positions in Q2 2015 and 7 closed out, a net change of +6 holders.
- The largest iShares Dow Jones US ETF buyer in Q2 2015 was Stifel Financial, an estimated $2.93M added.
- The largest iShares Dow Jones US ETF seller in Q2 2015 was LPL Financial, an estimated $2M sold.
Based on aggregated 13F filings for Q2 2015.