iShares Dow Jones US ETF
199 hedge funds and large institutions have $345M invested in iShares Dow Jones US ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 12 closing their positions.
1,009% more call options, than puts
Call options by funds: $244K | Put options by funds: $22K
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
14% more capital invested
Capital invested by funds: $302M → $345M (+$42.4M)
3% more funds holding
Funds holding: 193 → 199 (+6)
0.15% less ownership
Funds ownership: 21.09% → 20.94% (-0.15%)
6% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$4.63M |
| 2 |
Goldman Sachs
New York
|
+$4.61M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.01M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.99M |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$12.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.12M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.67M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.38M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.01M |
IYY Hedge Fund Activity: Q2 2023 in Review
199 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2023, worth a combined $345M — up 14% from $302M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IYY positions and 12 closed out — a net gain of 8 holders — while 51 added to existing stakes and 54 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $4.63M. The largest seller was Money Concepts Capital, cutting an estimated $12.5M.
- 199 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2023, up from 193 in Q1 2023.
- Funds reported $345M of iShares Dow Jones US ETF stock for Q2 2023, up 14% quarter-over-quarter.
- 20 funds opened new iShares Dow Jones US ETF positions in Q2 2023 and 12 closed out, a net change of +8 holders.
- The largest iShares Dow Jones US ETF buyer in Q2 2023 was EP Wealth Advisors, an estimated $4.63M added.
- The largest iShares Dow Jones US ETF seller in Q2 2023 was Money Concepts Capital, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2023.