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iShares Dow Jones US ETF
IYY

236 hedge funds and large institutions have $485M invested in iShares Dow Jones US ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $448M → $485M (+$37M)

7% more funds holding

Funds holding: 220 → 236 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

1.1% less ownership

Funds ownership: 22.94% → 21.83% (-1.1%)

Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
59
Reduced
61
Closed
11
Calls
$921K
Puts
–
Net Calls
+$921K
Net Calls Change
+$101K

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$3.23M
2
ECA
Elevation Capital Advisory
Oregon
+$3.01M
3
GM
GeoWealth Management
Illinois
+$3.01M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$2.18M
5
Wells Fargo
Wells Fargo
California
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.17M
2
KWM
Kingsview Wealth Management
Oregon
-$3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.64M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.92M
5
TWC
TD Waterhouse Canada
Ontario, Canada
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$686K +$104K +772 +19%
UCFA
102
United Capital Financial Advisors
Texas
$680K +$2.83K +21 +0.4%
BA
103
Ballew Advisors
Mississippi
$669K -$13.5K -100 -2%
OAS
104
Optivise Advisory Services
Tennessee
$665K +$269 +2 +0%
SF
105
Synovus Financial
Georgia
$620K -$3.36K -25 -0.6%
KPWS
106
Kestra Private Wealth Services
Texas
$620K -$32K -238 -5%
RJT
107
Raymond James Trust
Florida
$611K – – –
ST
108
Smithfield Trust
Pennsylvania
$608K – – –
SS
109
Sunbelt Securities
Texas
$601K +$673 +5 +0.1%
HIG
110
Heritage Investment Group
Florida
$571K – – –
SFG
111
Sovereign Financial Group
Connecticut
$569K -$14K -104 -2%
AQR Capital Management
112
AQR Capital Management
Connecticut
$560K +$539K +4,009 New
WCM
113
Washburn Capital Management
Florida
$534K -$181K -1,349 -26%
EWM
114
Empirical Wealth Management
Washington
$528K – – –
NA
115
NewEdge Advisors
Louisiana
$525K -$673 -5 -0.1%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$511K +$492K +3,658 New
PGAM
117
Princeton Global Asset Management
New Jersey
$503K – – –
LFG
118
Larson Financial Group
Missouri
$498K +$1.21K +9 +0.3%
CIA
119
Concurrent Investment Advisors
Florida
$496K +$135 +1 +0%
EAM
120
Evanson Asset Management
California
$472K +$1.34K +10 +0.3%
CWM
121
CCG Wealth Management
California
$461K – – –
CIA
122
Capital Investment Advisors
Georgia
$459K +$269 +2 +0.1%
GLR
123
Great Lakes Retirement
Ohio
$446K – – –
BHBT
124
Burke & Herbert Bank & Trust
Virginia
$443K – – –
NA
125
Nottingham Advisors
New York
$441K – – –
3 4
5
6 7

IYY Hedge Fund Activity: Q3 2024 in Review

236 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2024, worth a combined $485M — up 8.3% from $448M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IYY positions and 11 closed out — a net gain of 18 holders — while 59 added to existing stakes and 61 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.23M. The largest seller was PNC Financial Services Group, cutting an estimated $4.17M.

  • 236 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2024, up from 220 in Q2 2024.
  • Funds reported $485M of iShares Dow Jones US ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 29 funds opened new iShares Dow Jones US ETF positions in Q3 2024 and 11 closed out, a net change of +18 holders.
  • The largest iShares Dow Jones US ETF buyer in Q3 2024 was Flow Traders U.S., an estimated $3.23M added.
  • The largest iShares Dow Jones US ETF seller in Q3 2024 was PNC Financial Services Group, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.