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iShares Dow Jones US ETF
IYY

218 hedge funds and large institutions have $453M invested in iShares Dow Jones US ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

42% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 50

34% more capital invested

Capital invested by funds: $339M → $453M (+$114M)

7% more funds holding

Funds holding: 204 → 218 (+14)

4.6% more ownership

Funds ownership: 21.45% → 26.05% (+4.6%)

Holders
218
Holders Change
+14
Holders Change %
+6.86%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
71
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$50.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.54M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.48M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.29M
3
WS
Wedbush Securities
California
-$1.83M
4
UBS Group
UBS Group
Switzerland
-$1.2M
5
UCFA
United Capital Financial Advisors
Texas
-$938K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
126
Leavell Investment Management
Alabama
$328K – – –
EL
127
Essex LLC
Illinois
$323K – – –
CWM
128
Campbell Wealth Management
Virginia
$320K +$1.2K +11 +0.4%
CHA
129
Cooper/Haims Advisors
New York
$306K +$217 +2 +0.1%
CIBC World Market
130
CIBC World Market
Ontario, Canada
$303K – – –
VAFP
131
Vahanian & Associates Financial Planning
New York
$302K -$114K -1,050 -29%
GIA
132
Gladstone Institutional Advisory
Florida
$299K +$53.9K +496 +24%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$279K -$60.4K -556 -19%
CCWM
134
Cassaday & Co Wealth Management
Virginia
$276K +$4.35K +40 +2%
EH
135
Equitable Holdings
New York
$273K +$8.26K +76 +3%
AP
136
Aspect Partners
Virginia
$273K +$255K +2,342 New
NFG
137
Nations Financial Group
Iowa
$272K +$217 +2 +0.1%
MWM
138
Melfa Wealth Management
Massachusetts
$270K – – –
CWA
139
Clarity Wealth Advisors
California
$269K – – –
PWM
140
Penobscot Wealth Management
Maine
$269K – – –
Renaissance Technologies
141
Renaissance Technologies
New York
$268K -$120K -1,100 -32%
HSWM
142
Hubbell Strickland Wealth Management
Louisiana
$263K +$652 +6 +0.3%
KWM
143
Kingsview Wealth Management
Oregon
$263K +$23.9K +220 +11%
MGIA
144
Moneta Group Investment Advisors
Missouri
$259K – – –
PWP
145
Private Wealth Partners
California
$256K – – –
WIM
146
Westside Investment Management
California
$256K – – –
YWM
147
Yoder Wealth Management
California
$255K – – –
CF
148
Centaurus Financial
California
$253K -$21.2K -195 -8%
ICG
149
InterOcean Capital Group
Tennessee
$251K -$18.3K -168 -7%
Jane Street
150
Jane Street
New York
$246K +$230K +2,114 New
4 5
6
7 8

IYY Hedge Fund Activity: Q4 2023 in Review

218 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2023, worth a combined $453M — up 34% from $339M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IYY positions and 10 closed out — a net gain of 15 holders — while 71 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.9M. The largest seller was Goldman Sachs, cutting an estimated $2.48M.

  • 218 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2023, up from 204 in Q3 2023.
  • Funds reported $453M of iShares Dow Jones US ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 25 funds opened new iShares Dow Jones US ETF positions in Q4 2023 and 10 closed out, a net change of +15 holders.
  • The largest iShares Dow Jones US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $50.9M added.
  • The largest iShares Dow Jones US ETF seller in Q4 2023 was Goldman Sachs, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2023.