iShares Dow Jones US ETF
191 hedge funds and large institutions have $331M invested in iShares Dow Jones US ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
23% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 44
17% more capital invested
Capital invested by funds: $284M → $331M (+$47M)
1.22% more ownership
Funds ownership: 21.15% → 22.37% (+1.2%)
1% more funds holding
Funds holding: 189 → 191 (+2)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.84M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$5.06M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.65M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.6M |
| 5 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.56M |
| 2 |
TA
Townsend & Associates
Westminster,
Colorado
|
-$2.73M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.41M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.84M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.64M |
IYY Hedge Fund Activity: Q4 2022 in Review
191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q4 2022, worth a combined $331M — up 17% from $284M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IYY positions and 15 closed out — a net gain of 7 holders — while 54 added to existing stakes and 44 trimmed.
The largest buyer was Bank of America, adding an estimated $7.84M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.56M.
- 191 institutional investors held iShares Dow Jones US ETF (IYY) as of Q4 2022, up from 189 in Q3 2022.
- Funds reported $331M of iShares Dow Jones US ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 22 funds opened new iShares Dow Jones US ETF positions in Q4 2022 and 15 closed out, a net change of +7 holders.
- The largest iShares Dow Jones US ETF buyer in Q4 2022 was Bank of America, an estimated $7.84M added.
- The largest iShares Dow Jones US ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.56M sold.
Based on aggregated 13F filings for Q4 2022.