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iShares Dow Jones US ETF
IYY

204 hedge funds and large institutions have $339M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

3% more funds holding

Funds holding: 199 → 204 (+5)

0.52% more ownership

Funds ownership: 20.94% → 21.45% (+0.52%)

2% less capital invested

Capital invested by funds: $345M → $339M (-$5.66M)

17% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
204
Holders Change
+5
Holders Change %
+2.51%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
43
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.85M
2
Comerica Bank
Comerica Bank
Texas
+$3.67M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.92M
4
Goldman Sachs
Goldman Sachs
New York
+$2.81M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.62M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.07M
2
EWA
EP Wealth Advisors
California
-$4.13M
3
GVAG
Great Valley Advisor Group
Delaware
-$2.54M
4
BFS
Bard Financial Services
Connecticut
-$2.44M
5
Ameriprise
Ameriprise
Minnesota
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$400K +$3.26K +30 +0.8%
JP Morgan Chase
102
JP Morgan Chase
New York
$398K +$172K +1,586 +71%
EWM
103
Empirical Wealth Management
Washington
$395K – – –
SWA
104
Stratos Wealth Advisors
Ohio
$390K +$102K +936 +33%
NA
105
NewEdge Advisors
Louisiana
$390K – – –
VAFP
106
Vahanian & Associates Financial Planning
New York
$381K -$59.8K -550 -13%
PGAM
107
Princeton Global Asset Management
New Jersey
$376K – – –
BHBT
108
Burke & Herbert Bank & Trust
Virginia
$357K -$10.1K -93 -3%
Renaissance Technologies
109
Renaissance Technologies
New York
$355K +$120K +1,100 +48%
EAM
110
Evanson Asset Management
California
$347K – – –
CWM
111
CCG Wealth Management
California
$346K – – –
CIA
112
Capital Investment Advisors
Georgia
$342K – – –
NA
113
Nottingham Advisors
New York
$339K – – –
EWM
114
Edge Wealth Management
New York
$334K – – –
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$327K -$9.57K -88 -3%
MMHP
116
Murphy Middleton Hinkle & Parker
Georgia
$313K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$310K – – –
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$308K +$115K +1,060 +56%
FA
119
Fiduciary Alliance
South Carolina
$308K – – –
AFG
120
Arkansas Financial Group
Arkansas
$305K +$318K +2,923 New
SOAG
121
Silver Oak Advisory Group
Oregon
$303K – – –
FPGK
122
Financial Partners Group (Kansas)
Kansas
$300K – – –
Members Trust
123
Members Trust
Florida
$297K – – –
LIM
124
Leavell Investment Management
Alabama
$296K – – –
EL
125
Essex LLC
Illinois
$289K – – –
3 4
5
6 7

IYY Hedge Fund Activity: Q3 2023 in Review

204 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2023, worth a combined $339M — down 1.6% from $345M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IYY positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 52 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.85M. The largest seller was Bank of Montreal, cutting an estimated $5.07M.

  • 204 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2023, up from 199 in Q2 2023.
  • Funds reported $339M of iShares Dow Jones US ETF stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 15 funds opened new iShares Dow Jones US ETF positions in Q3 2023 and 8 closed out, a net change of +7 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.85M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2023 was Bank of Montreal, an estimated $5.07M sold.

Based on aggregated 13F filings for Q3 2023.