iShares Dow Jones US ETF
174 hedge funds and large institutions have $340M invested in iShares Dow Jones US ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 61 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
4% more funds holding
Funds holding: 168 → 174 (+6)
1% more capital invested
Capital invested by funds: $336M → $340M (+$3.69M)
1.1% less ownership
Funds ownership: 23.31% → 22.21% (-1.1%)
41% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 61
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.72M |
| 2 |
Morgan Stanley
New York
|
+$2.79M |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.89M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Townsend & Associates
Westminster,
Colorado
|
-$21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.48M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.37M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.35M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.55M |
IYY Hedge Fund Activity: Q1 2021 in Review
174 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2021, worth a combined $340M — up 1.1% from $336M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IYY positions and 7 closed out — a net gain of 6 holders — while 36 added to existing stakes and 61 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.72M. The largest seller was Townsend & Associates, cutting an estimated $21M.
- 174 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2021, up from 168 in Q4 2020.
- Funds reported $340M of iShares Dow Jones US ETF stock for Q1 2021, up 1.1% quarter-over-quarter.
- 13 funds opened new iShares Dow Jones US ETF positions in Q1 2021 and 7 closed out, a net change of +6 holders.
- The largest iShares Dow Jones US ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $4.72M added.
- The largest iShares Dow Jones US ETF seller in Q1 2021 was Townsend & Associates, an estimated $21M sold.
Based on aggregated 13F filings for Q1 2021.