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iShares Dow Jones US ETF
IYY

186 hedge funds and large institutions have $364M invested in iShares Dow Jones US ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

2% more funds holding

Funds holding: 182 → 186 (+4)

0.59% less ownership

Funds ownership: 22.36% → 21.77% (-0.59%)

3% less capital invested

Capital invested by funds: $374M → $364M (-$9.98M)

27% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 55

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
40
Reduced
55
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.17M
2
VWA
Visionary Wealth Advisors
Illinois
+$2.86M
3
Goldman Sachs
Goldman Sachs
New York
+$2.65M
4
LPL Financial
LPL Financial
California
+$2.2M
5
PAG
Private Advisor Group
New Jersey
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.76M
2
CAG
Csenge Advisory Group
Florida
-$5M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.56M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.76M
5
FTUS
Flow Traders U.S.
New York
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
101
Capital Investment Advisors
Georgia
$393K – – –
PGAM
102
Princeton Global Asset Management
New Jersey
$388K – – –
NA
103
Nottingham Advisors
New York
$368K -$9.43K -85 -2%
CWM
104
CCG Wealth Management
California
$357K – – –
EAM
105
Evanson Asset Management
California
$349K – – –
LWA
106
Lineweaver Wealth Advisors
Ohio
$346K +$776 +7 +0.2%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$345K – – –
EWM
108
Edge Wealth Management
New York
$345K – – –
IFG
109
Investors Financial Group
Minnesota
$328K – – –
MMHP
110
Murphy Middleton Hinkle & Parker
Georgia
$324K – – –
KWM
111
Kingsview Wealth Management
Oregon
$321K – – –
FCFC
112
First Citizens Financial Corp
Iowa
$319K – – –
EWM
113
Empirical Wealth Management
Washington
$317K +$326K +2,940 New
RE
114
RBC Europe
United Kingdom
$315K – – –
GWM
115
Geneos Wealth Management
Colorado
$314K – – –
WCG
116
Weaver Consulting Group
California
$311K +$320K +2,886 New
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$308K +$317K +2,860 New
LIM
118
Leavell Investment Management
Alabama
$304K – – –
EL
119
Essex LLC
Illinois
$299K +$307K +2,770 New
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$292K +$50.8K +458 +20%
Bank Julius Baer & Co
121
Bank Julius Baer & Co
Switzerland
$290K -$1.77K -16 -0.6%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$285K -$234K -2,113 -44%
Franklin Resources
123
Franklin Resources
California
$281K – – –
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$273K – – –
BF
125
BOK Financial
Oklahoma
$267K +$275K +2,479 New
3 4
5
6 7

IYY Hedge Fund Activity: Q3 2021 in Review

186 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2021, worth a combined $364M — down 2.7% from $374M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IYY positions and 7 closed out — a net gain of 8 holders — while 40 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.17M. The largest seller was Bank of America, cutting an estimated $8.76M.

  • 186 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2021, up from 182 in Q2 2021.
  • Funds reported $364M of iShares Dow Jones US ETF stock for Q3 2021, down 2.7% quarter-over-quarter.
  • 15 funds opened new iShares Dow Jones US ETF positions in Q3 2021 and 7 closed out, a net change of +8 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2021 was Morgan Stanley, an estimated $3.17M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2021 was Bank of America, an estimated $8.76M sold.

Based on aggregated 13F filings for Q3 2021.