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iShares Dow Jones US ETF
IYY

160 hedge funds and large institutions have $324M invested in iShares Dow Jones US ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $289M → $324M (+$34.4M)

10% more funds holding

Funds holding: 146 → 160 (+14)

2.01% more ownership

Funds ownership: 48.44% → 50.45% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
37
Reduced
46
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$7.16M
2
Bank of America
Bank of America
North Carolina
+$3.98M
3
Truist Financial
Truist Financial
North Carolina
+$3.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.05M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.63M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.58M
3
PCG
Private Capital Group
Connecticut
-$1.42M
4
UBS Group
UBS Group
Switzerland
-$964K
5
AG
Advisor Group
Arizona
-$863K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$260K -$18.7K -244 -7%
EWM
102
Edge Wealth Management
New York
$255K – – –
EAM
103
Evanson Asset Management
California
$253K +$2.6K +34 +1%
BF
104
BOK Financial
Oklahoma
$250K -$3.82K -50 -2%
IFG
105
Investors Financial Group
Minnesota
$243K +$233K +3,042 New
BIM
106
Baldwin Investment Management
Pennsylvania
$241K – – –
GWM
107
Geneos Wealth Management
Colorado
$240K -$10.4K -136 -4%
FWM
108
Foresight Wealth Management
Utah
$228K -$154K -2,018 -41%
LIM
109
Leavell Investment Management
Alabama
$225K – – –
CWA
110
Clarity Wealth Advisors
California
$224K +$215K +2,812 New
William Blair & Company
111
William Blair & Company
Illinois
$220K – – –
BHWM
112
Bar Harbor Wealth Management
New Hampshire
$215K +$206K +2,696 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$212K +$99.7K +1,304 +97%
Northern Trust
114
Northern Trust
Illinois
$203K +$194K +2,540 New
WTC
115
WhitTier Trust Company
Nevada
$200K – – –
SFS
116
Sowell Financial Services
Arkansas
$192K +$9.02K +118 +5%
HNB
117
Huntington National Bank
Ohio
$160K – – –
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$157K – – –
SIAS
119
Shine Investment Advisory Services
Colorado
$152K – – –
CAAS
120
Capital Asset Advisory Services
Michigan
$147K +$135K +1,772 New
IFWM
121
Institute for Wealth Management
Colorado
$125K +$120K +1,568 New
CF
122
Centaurus Financial
California
$121K +$116K +1,520 New
SA
123
SRH Advisors
Kansas
$116K -$14.5K -190 -12%
IF
124
Ironwood Financial
Arizona
$101K – – –
FHA
125
Flagship Harbor Advisors
Massachusetts
$98K +$6.12K +80 +7%
3 4
5
6 7

IYY Hedge Fund Activity: Q4 2019 in Review

160 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2019, worth a combined $324M — up 12% from $289M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYY positions and 6 closed out — a net gain of 18 holders — while 37 added to existing stakes and 46 trimmed.

The largest buyer was Credit Suisse, adding an estimated $7.16M. The largest seller was Susquehanna International Group, cutting an estimated $1.63M.

  • 160 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2019, up from 146 in Q3 2019.
  • Funds reported $324M of iShares Dow Jones US ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 24 funds opened new iShares Dow Jones US ETF positions in Q4 2019 and 6 closed out, a net change of +18 holders.
  • The largest iShares Dow Jones US ETF buyer in Q4 2019 was Credit Suisse, an estimated $7.16M added.
  • The largest iShares Dow Jones US ETF seller in Q4 2019 was Susquehanna International Group, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2019.