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iShares Dow Jones US ETF
IYY

223 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

2% more funds holding

Funds holding: 218 → 223 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 60

1% less capital invested

Capital invested by funds: $453M → $447M (-$6.01M)

2.8% less ownership

Funds ownership: 26.05% → 23.25% (-2.8%)

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
60
Reduced
60
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$5.24M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.97M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.56M
4
GM
GeoWealth Management
Illinois
+$2.4M
5
SFS
Sharp Financial Services
Pennsylvania
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$58.5M
2
Goldman Sachs
Goldman Sachs
New York
-$6.18M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.53M
4
Ameriprise
Ameriprise
Minnesota
-$1.06M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
101
Fortitude Advisory Group
Washington
$571K – – –
RJT
102
Raymond James Trust
Florida
$561K – – –
AFG
103
Arkansas Financial Group
Arkansas
$548K +$144K +1,184 +38%
FTUS
104
Flow Traders U.S.
New York
$547K +$520K +4,271 New
SFG
105
Sovereign Financial Group
Connecticut
$536K – – –
HIG
106
Heritage Investment Group
Florida
$524K – – –
Corient Private Wealth
107
Corient Private Wealth
Florida
$518K -$36.4K -299 -7%
GAMC
108
Garner Asset Management Corp
Texas
$515K +$1.09K +9 +0.2%
EWM
109
Empirical Wealth Management
Washington
$484K – – –
NA
110
NewEdge Advisors
Louisiana
$481K +$852 +7 +0.2%
PGAM
111
Princeton Global Asset Management
New Jersey
$461K – – –
LFG
112
Larson Financial Group
Missouri
$454K +$974 +8 +0.2%
EAM
113
Evanson Asset Management
California
$430K +$1.09K +9 +0.3%
CWM
114
CCG Wealth Management
California
$423K -$1.46K -12 -0.4%
CIA
115
Capital Investment Advisors
Georgia
$421K +$243 +2 +0.1%
NA
116
Nottingham Advisors
New York
$414K – – –
EWM
117
Edge Wealth Management
New York
$410K – – –
BHBT
118
Burke & Herbert Bank & Trust
Virginia
$407K -$29.5K -242 -7%
MSR
119
Main Street Research
Connecticut
$387K -$46.7K -384 -11%
AF
120
Apollon Financial
South Carolina
$386K +$609 +5 +0.2%
MMHP
121
Murphy Middleton Hinkle & Parker
Georgia
$384K – – –
CIA
122
Concurrent Investment Advisors
Florida
$381K +$115K +946 +47%
FA
123
Fiduciary Alliance
South Carolina
$380K +$852 +7 +0.2%
FPGK
124
Financial Partners Group (Kansas)
Kansas
$364K – – –
Members Trust
125
Members Trust
Florida
$364K – – –
3 4
5
6 7

IYY Hedge Fund Activity: Q1 2024 in Review

223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2024, worth a combined $447M — down 1.3% from $453M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IYY positions and 13 closed out — a net gain of 7 holders — while 60 added to existing stakes and 60 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.24M. The largest seller was Morgan Stanley, cutting an estimated $58.5M.

  • 223 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2024, up from 218 in Q4 2023.
  • Funds reported $447M of iShares Dow Jones US ETF stock for Q1 2024, down 1.3% quarter-over-quarter.
  • 20 funds opened new iShares Dow Jones US ETF positions in Q1 2024 and 13 closed out, a net change of +7 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2024 was Citadel Advisors, an estimated $5.24M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2024 was Morgan Stanley, an estimated $58.5M sold.

Based on aggregated 13F filings for Q1 2024.