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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
LFGO
151
Legacy Financial Group (Oklahoma)
Oklahoma
$246K – – –
GWM
152
Geneos Wealth Management
Colorado
$246K – – –
PS
153
Planned Solutions
California
$245K – – –
GM
154
GeoWealth Management
Illinois
$244K +$228K +2,097 New
BPA
155
Beacon Pointe Advisors
California
$239K +$223K +2,052 New
CIA
156
Concurrent Investment Advisors
Florida
$237K +$221K +2,030 New
Wolverine Trading
157
Wolverine Trading
Illinois
$232K +$217K +1,994 New
SCA
158
Sandy Cove Advisors
Massachusetts
$224K – – –
LSPW
159
Lake Street Private Wealth
Illinois
$223K -$2.72K -25 -1%
GWM
160
Gray Wealth Management
Maine
$217K +$203K +1,866 New
IA
161
IFP Advisors
Florida
$215K +$761 +7 +0.4%
LWANC
162
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K – – –
NSAM
163
North Star Asset Management
Wisconsin
$210K +$196K +1,800 New
PS
164
Principal Securities
Iowa
$197K +$184K +1,692 New
ASN
165
Advisory Services Network
Georgia
$177K +$165K +1,518 New
BCV
166
Banque Cantonale Vaudoise
Switzerland
$175K – – –
SA
167
SRH Advisors
Kansas
$169K – – –
US Bancorp
168
US Bancorp
Minnesota
$144K -$544 -5 -0.4%
FPFS
169
First Personal Financial Services
North Carolina
$138K – – –
WTC
170
WhitTier Trust Company
Nevada
$131K – – –
GRP
171
Global Retirement Partners
California
$130K +$544 +5 +0.4%
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$129K – – –
OFG
173
Oxford Financial Group
Indiana
$123K +$870 +8 +0.8%
BFPW
174
BOK Financial Private Wealth
Colorado
$117K +$109K +1,000 New
GC
175
Garde Capital
Washington
$108K +$101K +930 New
5 6
7
8 9

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.