iShares Dow Jones US ETF
137 hedge funds and large institutions have $252M invested in iShares Dow Jones US ETF in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 30 closing their positions.
2.6% more ownership
Funds ownership: 45.13% → 47.73% (+2.6%)
8% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 36
4% less funds holding
Funds holding: 143 → 137 (-6)
10% less capital invested
Capital invested by funds: $280M → $252M (-$28.5M)
20% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 30
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$12.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.13M |
| 3 |
Morgan Stanley
New York
|
+$3.82M |
| 4 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$3.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$13.2M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$7.38M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.51M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.04M |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$1.98M |
IYY Hedge Fund Activity: Q4 2018 in Review
137 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2018, worth a combined $252M — down 10% from $280M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of IYY and 24 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 33 added.
The largest buyer was BB&T Securities, opening a new position worth an estimated $12.6M. The largest seller was Credit Suisse, exiting entirely with an estimated $13.2M sold.
- 137 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2018, down from 143 in Q3 2018.
- Funds reported $252M of iShares Dow Jones US ETF stock for Q4 2018, down 10% quarter-over-quarter.
- 24 funds opened new iShares Dow Jones US ETF positions in Q4 2018 and 30 closed out, a net change of -6 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2018 was BB&T Securities, an estimated $12.6M added.
- The largest iShares Dow Jones US ETF seller in Q4 2018 was Credit Suisse, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2018.