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iShares Dow Jones US ETF
IYY

193 hedge funds and large institutions have $302M invested in iShares Dow Jones US ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $293K | Put options by funds: $66K

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

1% more funds holding

Funds holding: 191 → 193 (+2)

1.28% less ownership

Funds ownership: 22.37% → 21.09% (-1.3%)

9% less capital invested

Capital invested by funds: $331M → $302M (-$28.8M)

37% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 60

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
38
Reduced
60
Closed
13
Calls
$293K
Puts
$66K
Net Calls
+$227K
Net Calls Change
+$226K

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$11.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.5M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.66M
4
LPL Financial
LPL Financial
California
+$819K
5
CG
Cutler Group
California
+$482K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$10.2M
2
Bank of America
Bank of America
North Carolina
-$8.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.04M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.31M
5
FC
Financial Consulate
Maryland
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
126
Penobscot Wealth Management
Maine
$231K – – –
JP Morgan Chase
127
JP Morgan Chase
New York
$228K +$57.5K +588 +35%
HSWM
128
Hubbell Strickland Wealth Management
Louisiana
$225K +$1.27K +13 +0.6%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$221K +$293 +3 +0.1%
FAG
130
Fortitude Advisory Group
Washington
$220K – – –
PWP
131
Private Wealth Partners
California
$220K +$215K +2,200 New
YWM
132
Yoder Wealth Management
California
$219K +$214K +2,190 New
BCV
133
Banque Cantonale Vaudoise
Switzerland
$218K – – –
ICG
134
InterOcean Capital Group
Tennessee
$215K +$210K +2,150 New
KWM
135
Kingsview Wealth Management
Oregon
$213K +$208K +2,131 New
LFGO
136
Legacy Financial Group (Oklahoma)
Oklahoma
$211K +$207K +2,112 New
WPC
137
Wedmont Private Capital
Pennsylvania
$211K +$207K +2,115 New
GWM
138
Geneos Wealth Management
Colorado
$211K – – –
PS
139
Planned Solutions
California
$211K +$206K +2,106 New
IA
140
IFP Advisors
Florida
$204K -$217K -2,218 -51%
LWA
141
Lineweaver Wealth Advisors
Ohio
$204K -$64K -654 -24%
G
142
GenTrust
Florida
$200K +$196K +2,000 New
LWANC
143
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$178K +$78.2K +800 +82%
SA
145
SRH Advisors
Kansas
$145K – – –
US Bancorp
146
US Bancorp
Minnesota
$145K – – –
FPFS
147
First Personal Financial Services
North Carolina
$118K – – –
CWC
148
Carolinas Wealth Consulting
North Carolina
$115K -$7.53K -77 -6%
WTC
149
WhitTier Trust Company
Nevada
$112K – – –
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$111K -$1.27K -13 -1%
4 5
6
7 8

IYY Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2023, worth a combined $302M — down 8.7% from $331M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IYY positions and 13 closed out — a net gain of 8 holders — while 38 added to existing stakes and 60 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $11.2M. The largest seller was Osaic Holdings, cutting an estimated $10.2M.

  • 193 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2023, up from 191 in Q4 2022.
  • Funds reported $302M of iShares Dow Jones US ETF stock for Q1 2023, down 8.7% quarter-over-quarter.
  • 21 funds opened new iShares Dow Jones US ETF positions in Q1 2023 and 13 closed out, a net change of +8 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $11.2M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2023 was Osaic Holdings, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2023.