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iShares Dow Jones US ETF
IYY

193 hedge funds and large institutions have $302M invested in iShares Dow Jones US ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $293K | Put options by funds: $66K

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

1% more funds holding

Funds holding: 191 → 193 (+2)

1.28% less ownership

Funds ownership: 22.37% → 21.09% (-1.3%)

9% less capital invested

Capital invested by funds: $331M → $302M (-$28.8M)

37% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 60

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
38
Reduced
60
Closed
13
Calls
$293K
Puts
$66K
Net Calls
+$227K
Net Calls Change
+$226K

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$11.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.66M
4
LPL Financial
LPL Financial
California
+$819K
5
CG
Cutler Group
California
+$482K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$10.2M
2
Bank of America
Bank of America
North Carolina
-$8.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.04M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.31M
5
FC
Financial Consulate
Maryland
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
101
Princeton Global Asset Management
New Jersey
$360K – – –
BHBT
102
Burke & Herbert Bank & Trust
Virginia
$351K – – –
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$348K -$57.3K -586 -14%
EAM
104
Evanson Asset Management
California
$332K +$1.17K +12 +0.4%
CWM
105
CCG Wealth Management
California
$332K – – –
CIA
106
Capital Investment Advisors
Georgia
$328K +$196 +2 +0.1%
NA
107
Nottingham Advisors
New York
$323K – – –
EWM
108
Edge Wealth Management
New York
$320K – – –
MMHP
109
Murphy Middleton Hinkle & Parker
Georgia
$300K – – –
FA
110
Fiduciary Alliance
South Carolina
$294K +$978 +10 +0.3%
SOAG
111
Silver Oak Advisory Group
Oregon
$290K – – –
FPGK
112
Financial Partners Group (Kansas)
Kansas
$285K – – –
CHA
113
Cooper/Haims Advisors
New York
$284K -$10.3K -105 -4%
LIM
114
Leavell Investment Management
Alabama
$282K – – –
SWA
115
Stratos Wealth Advisors
Ohio
$261K +$255K +2,612 New
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$260K +$254K +2,600 New
EL
117
Essex LLC
Illinois
$259K – – –
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$256K – – –
CWA
119
Clarity Wealth Advisors
California
$255K +$36.6K +374 +17%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$248K -$137K -1,400 -36%
Corient Private Wealth
121
Corient Private Wealth
Florida
$241K +$235K +2,407 New
AWM
122
AE Wealth Management
Kansas
$235K +$229K +2,345 New
CCWM
123
Cassaday & Co Wealth Management
Virginia
$233K +$228K +2,331 New
NFG
124
Nations Financial Group
Iowa
$233K -$1.17K -12 -0.5%
MWM
125
Melfa Wealth Management
Massachusetts
$232K – – –
3 4
5
6 7

IYY Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2023, worth a combined $302M — down 8.7% from $331M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IYY positions and 13 closed out — a net gain of 8 holders — while 38 added to existing stakes and 60 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $11.2M. The largest seller was Osaic Holdings, cutting an estimated $10.2M.

  • 193 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2023, up from 191 in Q4 2022.
  • Funds reported $302M of iShares Dow Jones US ETF stock for Q1 2023, down 8.7% quarter-over-quarter.
  • 21 funds opened new iShares Dow Jones US ETF positions in Q1 2023 and 13 closed out, a net change of +8 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $11.2M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2023 was Osaic Holdings, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2023.