We are live on ! Find out more
IYY icon

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
GRP
151
Global Retirement Partners
California
$110K +$391 +4 +0.4%
OFG
152
Oxford Financial Group
Indiana
$105K +$391 +4 +0.4%
CA
153
Clearstead Advisors
Ohio
$94.6K +$92.4K +945 New
AWM
154
Avondale Wealth Management
Texas
$89.4K – – –
WIM
155
Westside Investment Management
California
$88.6K – – –
CPA
156
Cardiff Park Advisors
California
$80.1K – – –
AF
157
Advisornet Financial
Minnesota
$68K – – –
MIM
158
MTM Investment Management
South Carolina
$62.6K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$53.8K – – –
CSPAM
160
Cary Street Partners Asset Management
Virginia
$51.6K – – –
William Blair & Company
161
William Blair & Company
Illinois
$51K – – –
SWM
162
Spire Wealth Management
Virginia
$50.3K +$49.2K +503 New
BSB
163
Bangor Savings Bank
Maine
$47.2K – – –
LTI
164
Laffer Tengler Investments
Tennessee
$43.8K – – –
MA
165
Montag & Associates
Georgia
$43.7K – – –
HCP
166
Hexagon Capital Partners
Arkansas
$43.3K – – –
TAM
167
Townsend Asset Management
North Carolina
$40K – – –
HNB
168
Huntington National Bank
Ohio
$38.6K – – –
AAS
169
Ameritas Advisory Services
Nebraska
$35.5K +$34.6K +354 New
EWM
170
EPG Wealth Management
Georgia
$33.3K – – –
OLVIG
171
Oliver Lagore Vanvalin Investment Group
Michigan
$30K – – –
MFA
172
McClarren Financial Advisors
Pennsylvania
$28K +$98 +1 +0.4%
GWS
173
Glassman Wealth Services
Virginia
$27.6K -$2.35K -24 -8%
ASN
174
Advisory Services Network
Georgia
$26.1K – – –
PCMC
175
Private Capital Management (Colorado)
Colorado
$21.8K +$21.3K +218 New
5 6
7
8 9

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.