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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
RWP
126
RWA Wealth Partners
Massachusetts
$436K – – –
EH
127
Equitable Holdings
New York
$432K +$1.61K +12 +0.4%
LWP
128
Laurel Wealth Planning
Minnesota
$428K +$412K +3,065 New
AF
129
Apollon Financial
South Carolina
$423K +$942 +7 +0.2%
MMHP
130
Murphy Middleton Hinkle & Parker
Georgia
$419K – – –
FA
131
Fiduciary Alliance
South Carolina
$418K +$1.34K +10 +0.3%
WGC
132
Watts Gwilliam & Co
Arizona
$417K +$403K +2,995 New
SA
133
Sanctuary Advisors
Indiana
$408K +$376K +2,795 New
CAM
134
Cresset Asset Management
Illinois
$406K +$392K +2,912 New
FPGK
135
Financial Partners Group (Kansas)
Kansas
$397K – – –
Members Trust
136
Members Trust
Florida
$396K – – –
PWP
137
Private Wealth Partners
California
$394K -$2.15K -16 -0.6%
LIM
138
Leavell Investment Management
Alabama
$393K – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$388K – – –
QCM
140
Quantinno Capital Management
New York
$386K +$372K +2,762 New
SOAG
141
Silver Oak Advisory Group
Oregon
$384K +$10.5K +78 +3%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$377K -$269 -2 -0.1%
EWM
143
Edge Wealth Management
New York
$370K – – –
US Bancorp
144
US Bancorp
Minnesota
$334K -$2.15K -16 -0.7%
WIM
145
Westside Investment Management
California
$327K – – –
AP
146
Aspect Partners
Virginia
$327K – – –
CCWM
147
Cassaday & Co Wealth Management
Virginia
$325K – – –
CWA
148
Clarity Wealth Advisors
California
$322K – – –
PWM
149
Penobscot Wealth Management
Maine
$322K – – –
ASN
150
Advisory Services Network
Georgia
$320K – – –
4 5
6
7 8

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.