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iShares Dow Jones US ETF
IYY

154 hedge funds and large institutions have $296M invested in iShares Dow Jones US ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more capital invested

Capital invested by funds: $252M → $296M (+$44.1M)

12% more funds holding

Funds holding: 137 → 154 (+17)

2.01% more ownership

Funds ownership: 47.73% → 49.74% (+2%)

44% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 54

Holders
154
Holders Change
+17
Holders Change %
+12.41%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
30
Reduced
54
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$9.59M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.21M
3
Morgan Stanley
Morgan Stanley
New York
+$5.32M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.27M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
-$11.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.04M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.55M
5
MA
Mutual Advisors
Nebraska
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
101
Private Advisory Group
Washington
$209K – – –
SWP
102
Stratos Wealth Partners
Ohio
$202K -$47.4K -698 -20%
William Blair & Company
103
William Blair & Company
Illinois
$194K – – –
WTC
104
WhitTier Trust Company
Nevada
$177K -$9.64K -142 -5%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$160K -$136 -2 -0.1%
DWM
106
Destination Wealth Management
California
$159K -$166K -2,450 -52%
RFC
107
Regions Financial Corp
Alabama
$141K -$126K -1,856 -48%
HNB
108
Huntington National Bank
Ohio
$141K – – –
PCP
109
Proficio Capital Partners
Massachusetts
$141K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$139K +$50K +736 +60%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$135K – – –
SIAS
112
Shine Investment Advisory Services
Colorado
$134K – – –
SA
113
SRH Advisors
Kansas
$116K +$111K +1,640 New
SWM
114
SeaCrest Wealth Management
New York
$99K – – –
IF
115
Ironwood Financial
Arizona
$90K – – –
AWM
116
AllSquare Wealth Management
New York
$88K – – –
IA
117
IFP Advisors
Florida
$83K -$109K -1,604 -58%
FNC
118
First National Corp
Massachusetts
$80K – – –
FHA
119
Flagship Harbor Advisors
Massachusetts
$71K – – –
AWM
120
Arbor Wealth Management
Florida
$70K +$27.2K +400 +286%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$62K +$77.4K +1,140 New
NFG
122
Next Financial Group
Texas
$48K – – –
NFH
123
NEXT Financial Holdings
Texas
$48K +$46.2K +680 New
CFGS
124
Concourse Financial Group Securities
Alabama
$39K -$10.2K -150 -21%
BBNA
125
Bremer Bank National Association
Minnesota
$35K +$31.9K +470 New
3 4
5
6 7

IYY Hedge Fund Activity: Q1 2019 in Review

154 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2019, worth a combined $296M — up 18% from $252M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IYY positions and 7 closed out — a net gain of 20 holders — while 30 added to existing stakes and 54 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $9.59M. The largest seller was BB&T Securities, cutting an estimated $11.3M.

  • 154 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2019, up from 137 in Q4 2018.
  • Funds reported $296M of iShares Dow Jones US ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 27 funds opened new iShares Dow Jones US ETF positions in Q1 2019 and 7 closed out, a net change of +20 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2019 was Credit Suisse, an estimated $9.59M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2019 was BB&T Securities, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2019.