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iShares Dow Jones US ETF
IYY

218 hedge funds and large institutions have $453M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

42% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 50

34% more capital invested

Capital invested by funds: $339M → $453M (+$114M)

7% more funds holding

Funds holding: 204 → 218 (+14)

4.6% more ownership

Funds ownership: 21.45% → 26.05% (+4.6%)

Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
71
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$50.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.54M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.48M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.29M
3
WS
Wedbush Securities
California
-$1.83M
4
UBS Group
UBS Group
Switzerland
-$1.2M
5
UCFA
United Capital Financial Advisors
Texas
-$938K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
101
Garner Asset Management Corp
Texas
$487K +$3.04K +28 +0.7%
HIG
102
Heritage Investment Group
Florida
$477K – – –
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$450K +$109 +1 +0%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$446K – – –
EWM
105
Empirical Wealth Management
Washington
$440K – – –
NA
106
NewEdge Advisors
Louisiana
$437K +$2.07K +19 +0.5%
PGAM
107
Princeton Global Asset Management
New Jersey
$420K – – –
LFG
108
Larson Financial Group
Missouri
$412K -$80.2K -738 -17%
BHBT
109
Burke & Herbert Bank & Trust
Virginia
$398K – – –
MSR
110
Main Street Research
Connecticut
$397K +$370K +3,404 New
EAM
111
Evanson Asset Management
California
$391K +$2.94K +27 +0.8%
CWM
112
CCG Wealth Management
California
$386K – – –
CIA
113
Capital Investment Advisors
Georgia
$382K +$544 +5 +0.2%
NA
114
Nottingham Advisors
New York
$377K -$978 -9 -0.3%
EWM
115
Edge Wealth Management
New York
$373K – – –
WA
116
Wealthstar Advisors
Texas
$365K +$127K +1,168 +60%
AFG
117
Arkansas Financial Group
Arkansas
$361K +$18.9K +174 +6%
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$359K -$5.98K -55 -2%
AF
119
Apollon Financial
South Carolina
$351K +$327K +3,011 New
MMHP
120
Murphy Middleton Hinkle & Parker
Georgia
$350K – – –
FA
121
Fiduciary Alliance
South Carolina
$346K +$2.61K +24 +0.8%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$346K +$870 +8 +0.3%
SOAG
123
Silver Oak Advisory Group
Oregon
$338K – – –
Members Trust
124
Members Trust
Florida
$332K – – –
FPGK
125
Financial Partners Group (Kansas)
Kansas
$332K – – –
3 4
5
6 7

IYY Hedge Fund Activity: Q4 2023 in Review

218 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2023, worth a combined $453M — up 34% from $339M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IYY positions and 10 closed out — a net gain of 15 holders — while 71 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.9M. The largest seller was Goldman Sachs, cutting an estimated $2.48M.

  • 218 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2023, up from 204 in Q3 2023.
  • Funds reported $453M of iShares Dow Jones US ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 25 funds opened new iShares Dow Jones US ETF positions in Q4 2023 and 10 closed out, a net change of +15 holders.
  • The largest iShares Dow Jones US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $50.9M added.
  • The largest iShares Dow Jones US ETF seller in Q4 2023 was Goldman Sachs, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2023.