iShares Dow Jones US ETF
107 hedge funds and large institutions have $207M invested in iShares Dow Jones US ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
10% more capital invested
Capital invested by funds: $189M → $207M (+$18M)
2% more funds holding
Funds holding: 105 → 107 (+2)
0.95% more ownership
Funds ownership: 40.08% → 41.03% (+0.95%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
25% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 36
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EK
101
Evensky & Katz
Coral Gables,
Florida
| $18K | +$110 | +2 | +0.6% |
|
|
RFA
102
Reilly Financial Advisors
La Mesa,
California
| $7K | – | – | – |
|
|
DSC
103
Duncker Streett & Co
St. Louis,
Missouri
| $6K | – | – | – |
|
|
BTIS
104
BB&T Investment Services
Charlotte,
North Carolina
| $6K | +$6.24K | +114 | New |
|
|
AA
105
AlphaMark Advisors
Ft. Wright,
Kentucky
| $4K | – | – | – |
|
|
KTC
106
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $2K | – | – | – |
|
|
TH
107
Timber Hill
Greenwich,
Connecticut
| – | -$1.43M | -26,374 | Closed |
|
|
CWM
108
Concert Wealth Management
San Jose,
California
| – | -$600K | -11,048 | Closed |
|
109
Jane Street
New York
| – | -$218K | -4,012 | Closed |
|
|
IWMPD
110
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$51K | -938 | Closed |
|
|
ADL
111
Asset Dedication LLC
San Francisco,
California
| – | -$5K | -96 | Closed |
|
112
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$3K | -60 | Closed |
|
|
TCM
113
Tradewinds Capital Management
Bellingham,
Washington
| – | -$2K | -40 | Closed |
|
IYY Hedge Fund Activity: Q4 2016 in Review
107 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2016, worth a combined $207M — up 9.5% from $189M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IYY positions and 8 closed out — a net gain of 4 holders — while 27 added to existing stakes and 36 trimmed.
The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was Envestnet Asset Management, cutting an estimated $3.79M.
- 107 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2016, up from 105 in Q3 2016.
- Funds reported $207M of iShares Dow Jones US ETF stock for Q4 2016, up 9.5% quarter-over-quarter.
- 12 funds opened new iShares Dow Jones US ETF positions in Q4 2016 and 8 closed out, a net change of +4 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2016 was Bank of America, an estimated $10.3M added.
- The largest iShares Dow Jones US ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $3.79M sold.
Based on aggregated 13F filings for Q4 2016.