iShares Dow Jones US ETF
204 hedge funds and large institutions have $339M invested in iShares Dow Jones US ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
3% more funds holding
Funds holding: 199 → 204 (+5)
0.52% more ownership
Funds ownership: 20.94% → 21.45% (+0.52%)
2% less capital invested
Capital invested by funds: $345M → $339M (-$5.66M)
17% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 52
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.85M |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$3.67M |
| 3 |
Bank of New York Mellon
New York
|
+$2.92M |
| 4 |
Goldman Sachs
New York
|
+$2.81M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.07M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$4.13M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$2.54M |
| 4 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$2.44M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.05M |
IYY Hedge Fund Activity: Q3 2023 in Review
204 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q3 2023, worth a combined $339M — down 1.6% from $345M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IYY positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 52 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $3.85M. The largest seller was Bank of Montreal, cutting an estimated $5.07M.
- 204 institutional investors held iShares Dow Jones US ETF (IYY) as of Q3 2023, up from 199 in Q2 2023.
- Funds reported $339M of iShares Dow Jones US ETF stock for Q3 2023, down 1.6% quarter-over-quarter.
- 15 funds opened new iShares Dow Jones US ETF positions in Q3 2023 and 8 closed out, a net change of +7 holders.
- The largest iShares Dow Jones US ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $3.85M added.
- The largest iShares Dow Jones US ETF seller in Q3 2023 was Bank of Montreal, an estimated $5.07M sold.
Based on aggregated 13F filings for Q3 2023.