iShares Dow Jones US ETF
154 hedge funds and large institutions have $296M invested in iShares Dow Jones US ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 7 closing their positions.
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
18% more capital invested
Capital invested by funds: $252M → $296M (+$44.1M)
12% more funds holding
Funds holding: 137 → 154 (+17)
2.01% more ownership
Funds ownership: 47.73% → 49.74% (+2%)
44% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$9.59M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.21M |
| 3 |
Morgan Stanley
New York
|
+$5.32M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.27M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$11.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.04M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.55M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWANC
151
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $2K | – | – | – |
|
152
Koshinski Asset Management
Decatur,
Illinois
| $1.04K | -$9.64K | -142 | -1% |
|
|
TFA
153
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | -$1.09K | -16 | -80% |
|
|
CF
154
Centaurus Financial
Anaheim,
California
| $760 | +$14.5K | +214 | New |
|
|
DWA
155
Divergent Wealth Advisors
South Jordan,
Utah
| – | -$1.09M | -17,450 | Closed |
|
|
SG
156
Strid Group
Newtown Square,
Pennsylvania
| – | -$230K | -3,692 | Closed |
|
|
JA
157
JOYN Advisors
Atlanta,
Georgia
| – | -$92K | -1,472 | Closed |
|
|
CA
158
Claro Advisors
Boston,
Massachusetts
| – | -$44K | -600 | Closed |
|
|
DWM
159
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$26K | -410 | Closed |
|
|
IIM
160
Ipswich Investment Management
Beverly,
Massachusetts
| – | -$16K | -250 | Closed |
|
|
RWA
161
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$5K | -80 | Closed |
|
IYY Hedge Fund Activity: Q1 2019 in Review
154 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2019, worth a combined $296M — up 18% from $252M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IYY positions and 7 closed out — a net gain of 20 holders — while 30 added to existing stakes and 54 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $9.59M. The largest seller was BB&T Securities, cutting an estimated $11.3M.
- 154 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2019, up from 137 in Q4 2018.
- Funds reported $296M of iShares Dow Jones US ETF stock for Q1 2019, up 18% quarter-over-quarter.
- 27 funds opened new iShares Dow Jones US ETF positions in Q1 2019 and 7 closed out, a net change of +20 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2019 was Credit Suisse, an estimated $9.59M added.
- The largest iShares Dow Jones US ETF seller in Q1 2019 was BB&T Securities, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2019.