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iShares Dow Jones US ETF
IYY

223 hedge funds and large institutions have $447M invested in iShares Dow Jones US ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

2% more funds holding

Funds holding: 218 → 223 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 60

1% less capital invested

Capital invested by funds: $453M → $447M (-$6.01M)

2.8% less ownership

Funds ownership: 26.05% → 23.25% (-2.8%)

Holders
223
Holders Change
+5
Holders Change %
+2.29%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
60
Reduced
60
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$5.24M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.97M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.56M
4
GM
GeoWealth Management
Illinois
+$2.4M
5
SFS
Sharp Financial Services
Pennsylvania
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$58.5M
2
Goldman Sachs
Goldman Sachs
New York
-$6.18M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.53M
4
Ameriprise
Ameriprise
Minnesota
-$1.06M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
176
WhitTier Trust Company
Nevada
$144K – – –
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$142K – – –
AWM
178
Avior Wealth Management
Nebraska
$142K +$135K +1,106 New
OFG
179
Oxford Financial Group
Indiana
$136K +$365 +3 +0.3%
GC
180
Garde Capital
Washington
$119K – – –
UB
181
UMB Bank
Missouri
$114K +$109K +892 New
TAM
182
Tucker Asset Management
Colorado
$114K +$108K +890 New
BFPW
183
BOK Financial Private Wealth
Colorado
$107K -$20.3K -167 -17%
CPA
184
Cardiff Park Advisors
California
$102K – – –
IF
185
Integrity Financial
Wyoming
$94.5K – – –
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$77.8K – – –
NRG
187
Nemes Rush Group
Michigan
$77.1K – – –
William Blair & Company
188
William Blair & Company
Illinois
$65.3K – – –
SWM
189
Spire Wealth Management
Virginia
$65.3K +$243 +2 +0.4%
AF
190
Advisornet Financial
Minnesota
$61.5K – – –
SR
191
Syntax Research
Florida
$60.5K – – –
BSB
192
Bangor Savings Bank
Maine
$60.5K – – –
MA
193
Montag & Associates
Georgia
$55.9K – – –
HCP
194
Hexagon Capital Partners
Arkansas
$54.8K – – –
TAM
195
Townsend Asset Management
North Carolina
$51.2K – – –
HNB
196
Huntington National Bank
Ohio
$47.1K – – –
DJSG
197
D.J. St. Germain
Massachusetts
$46.6K – – –
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$45.9K -$65.5K -538 -60%
MFA
199
McClarren Financial Advisors
Pennsylvania
$38K +$122 +1 +0.3%
MIM
200
MTM Investment Management
South Carolina
$34.6K – – –
6 7
8
9 10

IYY Hedge Fund Activity: Q1 2024 in Review

223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Dow Jones US ETF (IYY) for Q1 2024, worth a combined $447M — down 1.3% from $453M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IYY positions and 13 closed out — a net gain of 7 holders — while 60 added to existing stakes and 60 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.24M. The largest seller was Morgan Stanley, cutting an estimated $58.5M.

  • 223 institutional investors held iShares Dow Jones US ETF (IYY) as of Q1 2024, up from 218 in Q4 2023.
  • Funds reported $447M of iShares Dow Jones US ETF stock for Q1 2024, down 1.3% quarter-over-quarter.
  • 20 funds opened new iShares Dow Jones US ETF positions in Q1 2024 and 13 closed out, a net change of +7 holders.
  • The largest iShares Dow Jones US ETF buyer in Q1 2024 was Citadel Advisors, an estimated $5.24M added.
  • The largest iShares Dow Jones US ETF seller in Q1 2024 was Morgan Stanley, an estimated $58.5M sold.

Based on aggregated 13F filings for Q1 2024.