iShares Dow Jones US ETF
138 hedge funds and large institutions have $239M invested in iShares Dow Jones US ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
6% more capital invested
Capital invested by funds: $227M → $239M (+$12.5M)
5% more funds holding
Funds holding: 131 → 138 (+7)
2.08% more ownership
Funds ownership: 40.16% → 42.24% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
35% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$7.32M |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$6.49M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.61M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.78M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.6M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$1.43M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$1.25M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.06M |
IYY Hedge Fund Activity: Q2 2018 in Review
138 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q2 2018, worth a combined $239M — up 5.5% from $227M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IYY positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 43 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $7.32M. The largest seller was Susquehanna International Group, cutting an estimated $6.12M.
- 138 institutional investors held iShares Dow Jones US ETF (IYY) as of Q2 2018, up from 131 in Q1 2018.
- Funds reported $239M of iShares Dow Jones US ETF stock for Q2 2018, up 5.5% quarter-over-quarter.
- 14 funds opened new iShares Dow Jones US ETF positions in Q2 2018 and 7 closed out, a net change of +7 holders.
- The largest iShares Dow Jones US ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $7.32M added.
- The largest iShares Dow Jones US ETF seller in Q2 2018 was Susquehanna International Group, an estimated $6.12M sold.
Based on aggregated 13F filings for Q2 2018.