iShares Dow Jones US ETF
168 hedge funds and large institutions have $336M invested in iShares Dow Jones US ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
18% more capital invested
Capital invested by funds: $285M → $336M (+$51M)
9% more funds holding
Funds holding: 154 → 168 (+14)
21.18% less ownership
Funds ownership: 44.49% → 23.31% (-21%)
38% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 56
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $472K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.83M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.91M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.06M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$2.01M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.67M |
| 3 |
SIAP
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
-$1.21M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.14M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$980K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SXL
176
Summit X LLC
Chesterfield,
Missouri
| – | -$333 | -58 | Closed |
|
|
JWM
177
Jeppson Wealth Management
Manhattan Beach,
California
| – | -$3K | -40 | Closed |
|
178
AssetMark Inc
Concord,
California
| – | -$1K | -6 | Closed |
|
IYY Hedge Fund Activity: Q4 2020 in Review
168 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2020, worth a combined $336M — up 18% from $285M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IYY positions and 9 closed out — a net gain of 15 holders — while 35 added to existing stakes and 56 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $6.83M. The largest seller was Susquehanna International Group, cutting an estimated $6.2M.
- 168 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2020, up from 154 in Q3 2020.
- Funds reported $336M of iShares Dow Jones US ETF stock for Q4 2020, up 18% quarter-over-quarter.
- 24 funds opened new iShares Dow Jones US ETF positions in Q4 2020 and 9 closed out, a net change of +15 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2020 was Commonwealth Equity Services, an estimated $6.83M added.
- The largest iShares Dow Jones US ETF seller in Q4 2020 was Susquehanna International Group, an estimated $6.2M sold.
Based on aggregated 13F filings for Q4 2020.